Bulk Appointments Scheduled
Bulk Appointments Scheduled runs once when several appointments are scheduled for a client in one go, for example a repeat booking. Use it to send a single summary message instead of one message per appointment.
Conditions
Conditions are optional. Click Add Condition, then pick a Field, an Operator and a value. Choose All (AND) or Any (OR) under Condition Type to decide whether every condition or just one must match.
| Condition | Operators | Values |
|---|---|---|
| Appointment Type | equals, not equals | Location Visit, Home Visit, Virtual/Online Session |
| Appointment Service | equals, not equals, includes any, does not include all | Your services |
| Appointment Status | equals, not equals | Pending, Booked |
| Contact Group | is part of all, is part of any, is not part of all | Your contact groups |
| Client Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your client tags |
| Contact Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your contact tags |
| Contact Stage | equals, not equals | Subscriber, Lead, Engaged, Marketing qualified lead (MQL), Sales qualified lead (SQL), Opportunity, Follow-up Required, Customer, Evangelist, Other, Lost, Inactive |
Actions
Click Add Action and choose from Select Action. Actions run in order; use the arrows to reorder them. To delay an action, click Add wait time (or Add wait & Schedule time on template and email actions). Wait times count from the trigger event, not from the previous action.
| Action | What it does | Wait time |
|---|---|---|
| send a WhatsApp template message | Sends an approved WhatsApp template. Works outside the 24-hour session, so use it for reminders, follow-ups and anything sent later. | Minutes to months, or before or after the appointment |
| send Customer Satisfaction Survey (CSAT) | Sends a customer satisfaction (CSAT) survey. | Minutes to months, or before or after the appointment |
| Add the Contact to Group | Adds the contact to a contact group, which you can check in later conditions. | Minutes to months, or before or after the appointment |
| Remove the Contact from Group | Removes the contact from a contact group, for example so a rule does not run twice. | Minutes to months, or before or after the appointment |
| Add Client Tags | Adds tags to the client record. Needs CRM Suite. | Minutes to months, or before or after the appointment |
| Remove Client Tags | Removes tags from the client record. Needs CRM Suite. | Minutes to months, or before or after the appointment |
| Add Contact Tags | Adds tags to the contact. | Minutes to months, or before or after the appointment |
| Remove Contact Tags | Removes tags from the contact. | Minutes to months, or before or after the appointment |
| Update Contact Stage | Moves the contact to a stage, such as Lead or Customer. | Minutes to months, or before or after the appointment |
| Assign a form and request form to be filled | Assigns a form to the client and sends a WhatsApp message asking them to fill it in. Needs CRM Suite. | Minutes to months, or before or after the appointment |
| Notify Staffs via WhatsApp | Sends a WhatsApp template message to the team members you choose. | Minutes to months, or before or after the appointment |
| Notify Associated Staff via WhatsApp | Sends a WhatsApp template message to the team member the booking is with. | Minutes to months, or before or after the appointment |
| Notify Client's Primary Staff via WhatsApp | Sends a WhatsApp template message to the client's primary team member. | Minutes to months, or before or after the appointment |
| Send Email | Sends an email to the client, team members or a custom list. Marketing emails need CRM Suite; Transactional emails do not. | Minutes to months, or before or after the appointment |
| Add Text Client Notes | Adds a text note to the client record. Needs CRM Suite. | Minutes to months |
| Add Document Client Notes | Attaches a document to the client record as a note. Needs CRM Suite. | Minutes to months |
| Add or Update Client Custom Attributes | Adds or updates custom fields on the client record. Needs CRM Suite. | Minutes to months |
Example
Confirm a course of treatments
- Create a rule with the Bulk Appointments Scheduled trigger.
- Add the condition Appointment Status equals Booked.
- Add the action send a WhatsApp template message with a template listing the booked dates.
Good to know
- To stop the single-appointment rules from also messaging for each appointment in the series, add Appointment Frequency equals Individual to those rules.