Trigger

Field Value
Trigger Customer Booked Appointment
Filter In Calendar, Lumière Treatment Booking

Step 1: Tag - Appointment Booked

Field Value
Action Add Tag
Action Name Tag - Appointment Booked
Tag appointment-booked-lumiere

Step 2: Remove Tag - Appointment Completed & Post Visit Follow Up Sent

Field Value
Action Remove Tag
Action Name Remove Tag - Appointment Completed & Post Visit Follow Up Sent
Tag appointment-completed-lumiere, post visit follow up sent-lumiere

Step 3: Remove DND - Email

Field Value
Action Enable/Disable DND
Action Name Remove DND - Email
DND Direction Outbound
Channels Email

Step 4: If Else - Treatment Choice Branch

Field Value
Action If Else
Action Name Treatment Choice Branch
Branch 1 Name Hydrating Facial
Branch 1 Condition Treatment Choice is Hydrating Facial
Branch 2 Name Brightening Treatment
Branch 2 Condition Treatment Choice is Brightening Treatment
Branch 3 Name Skin Assessment and Intro Peel
Branch 3 Condition Treatment Choice is Skin Assessment and Intro Peel
None Branch Leave as is

Inside each branch add one Add Tag action then a Go To pointing to Step 3.

Branch Action Name Tag
Hydrating Facial Tag - Hydrating Facial treatment-hydrating-facial
Brightening Treatment Tag - Brightening Treatment treatment-brightening
Skin Assessment and Intro Peel Tag - Skin Assessment Peel treatment-skin-assessment-peel
None Tag - Treatment Unknown appointment-booked-lumiere

Step 5: If Else - New or Returning Patient Check

Field Value
Action If Else
Action Name New or Returning Patient Check
Branch 1 Name New Patient
Branch 1 Condition Visit Count Equal to 0
Branch 2 Name Returning Patient
Branch 2 Condition Visit Count greater than 0
None Branch Leave as is

New Patient Branch

Step 6a: Set Visit Count “0”

Field Value
Action Update Contact Field
Action Name Set Visit Count “0”
Field Visit Count
Value 1

Step 7a: Update Patient Status - First Visit Booked

Field Value
Action Update Contact Field
Action Name Update Patient Status - First Visit Booked
Field Patient Status
Value First Visit Booked

Step 8a: Create New Patient Opportunity

Field Value
Action Create or Update Opportunity
Action Name Create New Patient Opportunity
Pipeline Lumière Patient Pipeline
Stage Appointment Booked
Opportunity Name {{contact.first_name}} {{contact.last_name}} - {{contact.treatment_choice}}
Opportunity Value 49
Status Open
Allow Duplicate Opportunities OFF
Allow Move to Previous Stage ON

Step 9a: Tag - First Visit Booked

Field Value
Action Add Tag
Action Name Tag - First Visit Booked
Tag first-visit-booked-lumiere

Proceed to Step 10 - Email Booking Confirmation