Setting Up a Post-Appointment Automation

Automate follow-up communications with Zanda post-appointment automation. Learn to set up conditions and actions for automated SMS, emails, and tasks after client appointments.

A post-appointment automation enables you to create automated SMS or emails that the system will send to clients that have had an appointment, following the conditions you've defined. Additionally, it facilitates the creation of automatic tasks according to your specified conditions.

This is how you will set this up:

1. Navigate to Settings > Communication > Automations
2. Click on '+ Add Automation'
   
   
3. Name the Automation based on its purpose.
4. Select the 'Post-Appointment' Automation Type.
   
   
5. Set the Conditions for this automation. All conditions must be met for an automation to be triggered. The following conditions can be set:
   1. Days after Appointment Date - this is when the automated message will be sent for the past appointment. Minimum time period for setting this automation is 1 day after the appointment date. 
   2. Appointment Location - leave as all, or select one or more locations.
   3. Appointment Status -  leave as all, or select one or more statuses.
   4. Appointment service -  leave as all, or select one or more services linked to the appointment.
   5. Appointment flag -  leave as all, or select one or more flags.
   6. Client Classifications - leave as All, or select one or multiple client classifications.
   7. Telehealth Status (refers to appointments with telehealth links on or off, select All, Enabled or Disabled) 
      
      

6. Click on the 'Action Type' dropdown to set the action type, SMS, email, or task and select the communication template you created to use for this Automation. 

7. You can add another action by clicking the '+AND' button and selecting an action, then choosing your template. You can add as many additional actions as needed.

8. Save the changes.