How do I add a tag when an appointment is made?

Pro and Max
1

Hi … I’ve created various appointment links, which I’m using on my website, to allow visitors to book into my diary. Once a booking is made, I want to send the contact a pre-appointment survey.

I figured this would be a campaign, but can’t see how I hook into the appointment to know:

  • add a tag to say the call has been booked
  • the day before the appointment - to send the pre-call email with the survey

Any suggestions would be gratefully received.

2

What service are you using to book the appointment? AppointmentCore, Calend.ly …?

3

Just the basic InfusionSoft appointments feature (links generated per appointment type).

4

Using Keap, they have not implemented any followup actions yet. Other than the appointment getting set, there isn’t anything to automate it’s follow up :confused:

5

Thanks. I suspected as much. I’ve signed up to ScheduleOnce, and I’ll incorporate the integration with InfusionSoft for now.

6

SO is great. Another that works well is AppointmentCore :wink:

7

Take a look and see if this helps:

https://www.useloom.com/share/30841733601d43529e863d0d12c88456

Jeff

8

Thanks for the detailed reply, Jeff … It looks like I’m trialling with Keep 250 offering, which doesn’t look like your version
I dropped you an email, by the way, with an enquiry on it as I couldn’t figure out how to DM on this forum.

9

Yeah, since this is in the Keap forum…you can’t. They didn’t provide for it…at least not yet.