Automation 3 - Appointment Cancelled Sequence

Trigger

Field Value
Trigger Appointment Status Changed
Filter Status is Cancelled

Steps

Step 1: Notify Staff - Cancelled Appointment

Field Value
Action Send Internal Notification
Action Name Notify Staff - Cancelled Appointment
Type of Notification Email
From Name Lumière Med Spa
From Email [email protected]
To User Type Assigned User
Subject {{contact.first_name}} - Cancelled Appointment

Email HTML

Step 2: Remove from Automation 1

Field Value
Action Remove from Workflow
Action Name Remove from Primary Booking Sequence
Workflow Lumière Primary Booking Sequence

Step 3: Remove Tags - Active Reminder Tags

Field Value
Action Remove Contact Tag
Action Name Remove Tags - Active Reminders
Tags reminder-48hr-sent-lumiere, reminder-24hr-sent-lumiere, reminder-1hr-sent-lumiere, confirmation-sent-lumiere, appointment-booked-lumiere, first-visit-booked-lumiere, treatment-hydrating, treatment-brightening, treatment-skin assessment peel

Step 4: Update Patient Status - Cancelled

First add Cancelled as a new option in your Patient Status dropdown in custom fields.

Field Value
Action Update Contact Field
Action Name Update Patient Status - Cancelled
Field Patient Status
Value Cancelled

Step 5: Move to Cancelled Stage

First add a Cancelled stage to your Lumière Patient Pipeline between Appointment Booked and Appointment Completed.

Field Value
Action Create or Update Opportunity
Action Name Move to Cancelled
Pipeline Lumière Patient Pipeline
Stage Cancelled
Status Open

Step 6: If Else: New or Returning Patient

Field Value
Action If Else
Action Name New or Returning Patient
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