Appointment Confirmation; Follow-Up Workflow ( IN Go High Level )

Shourov Ahmed

2d • 🗣️ General discussion

1. Trigger — Appointment Status

- Trigger: Appointment Status → New

- Enrollment: Contact Only

- Event Type: Normal

- Calendar: Growth Strategy Meeting

- Tag: appointment_booked

Purpose: The workflow starts when a contact books a Growth Strategy Meeting through the website.

2. Send Thank-You SMS

Action: SMS – Thank You For Booking The Appointment

Hi {{contact.first_name}}, your Growth Strategy Meeting has been successfully booked. We look forward to speaking with you at the scheduled time. Thank you!

Calendar Link: {{appointment link}}

3. Internal Notification

Send a notification to the Sales Manager:

{{contact.full_name}} has booked a Growth Strategy Meeting.

4. Create Opportunity

- Pipeline: Knock Knock Leads

- Stage: Appointment Booked

- Opportunity Name: {{contact.full_name}}

- Opportunity Source: {{contact.source}}

5. Wait — 1 Day Before Appointment

Wait until 1 day before the scheduled appointment.

6. IF/ELSE — Opportunity Status

Condition: Pipeline = Knock Knock Leads AND Stage = Appointment Booked

YES → Send Reminder SMS 1

NO → End Workflow

7. Reminder SMS 1

Hi {{contact.first_name}}, this is a reminder that your Growth Strategy Meeting is scheduled for tomorrow. We look forward to speaking with you.

Appointment Link: {{appointment link}}

8. Wait — Customer Reply

Wait: Until Contact Replies

Timeout: 12 Hours

Reply To: Reminder SMS 1

9. Reminder SMS 2

If the customer does not reply within 12 hours:

Hi {{contact.first_name}}, we have a meeting scheduled at 5 PM. Please confirm whether you will be joining.

10. IF/ELSE — Reply to SMS 2

Condition: Contact Replied = True

YES → Final Email → End

NO → End Workflow

11. Final Email

Subject: Thank You for Confirming Your Meeting

Hi {{contact.first_name}},

Thank you for confirming. We look forward to speaking with you at the scheduled time.

Best Regards,

Overall: Appointment → Confirmation → Sales Notification → Opportunity → 1-Day Reminder → Reply Check → Second SMS → Final Reply Check → Final Email/End.

I have implemented this on my website, you can check it: https://shourovahmed.xyz/

#gohighlevelautomation

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Appointment Confirmation; Follow-Up Workflow ( IN Go High Level )