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Auto Appointment Note
We’re excited to introduce a new workflow action under the Appointments category:
Create Appointment Note!
This powerful addition enables you to automate note-taking for appointments, improving record-keeping and reducing manual effort.
What's New?
Create Appointment Note Action:
Seamlessly add notes to an appointment using workflows.
Supports Multiple Triggers:
Works with appointment-based triggers (e.g., Appointment Status, Customer Booked Appointment) or Inbound Webhook Trigger.
Flexible Note Input
: Add custom notes manually
Automated Record-Keeping:
Enhances organization by creating appointment notes without manual entry.
How to Set It Up?
Create a Workflow:
Go to Automations > Create New Workflow.
Add a Trigger:
Use an appointment-based trigger
Add the Action:
Select Create Appointment Note and name the action.
Configure Inputs:
If using an appointment-based trigger, only the note body is required—the system automatically associates it with the relevant appointment, eliminating the need for an appointment ID.
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