If your appointments often include more than one person, it helps when your CRM can send updates to everyone involved—not just the main contact. This makes it easier to keep appointments organized, reduce confusion, and make sure each attendee gets the right reminder or follow-up.

📌 Why This Matters

For group appointments, family bookings, consultations with multiple attendees, or any visit that includes guests, sending messages to only one person can lead to missed details and no-shows. This appointment workflow option gives you more control over who is included when an appointment trigger runs, so your confirmations, reminders, and status-based messages reach the right people automatically.

✨ What’s New

• Choose who gets enrolled: When using appointment-based workflow triggers, you can decide whether the workflow includes the contact only, the contact and guests, or guests only.
• Works with appointment triggers: This applies to both booked appointment triggers and appointment status triggers inside your CRM workflows.
• Each person can enter separately: If you choose contact and guests, the workflow runs once for the main contact and once for each guest attached to the appointment.
• Existing setups stay the same: Current trigger settings are not changed automatically, and the default behavior remains contact only.
• Timing matters: For booked appointment triggers, guests added after the original booking event will not be included from that earlier trigger run.

🛠️ How to Use It

1. Step 1: Open your workflow and add an appointment-based trigger such as a booked appointment trigger or an appointment status trigger.
2. Step 2: In the enrollment setting, choose who should enter the workflow: contact only, contact and guests, or guests only.
3. Step 3: Save your trigger settings and publish the workflow.
4. Step 4: Use this option for reminders, confirmations, changes, and follow-up messages so everyone tied to the appointment gets the information they need.

💡 Pro Tip

If multiple people attend your appointments, sending reminders to every attendee can cut down on missed visits and help protect revenue that would otherwise be lost to no-shows.