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.