Trigger

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

Step 1: Create Patient Opportunity

Field Value
Action Create or Update Opportunity
Action Name Create 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 Off

Step 2: Tag - Appointment Booked

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

Step 3: 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 4.

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

Step 4: 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 5: Tag - First Visit Booked

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