Health Meets Wealth Insurance asked us, “Is there a way to set the day and time in a workflow based on the appointment the prospect selects?
Looking to build the workflow to send directions and reminders based on appointment date.”
“Hi! Yes, there’s a way to do that. If your workflow trigger is “customer booked appointment” your wait actions below should be “event/appointment time”, then you can just set it up before or after specific number of hours or days. I hope it makes sense! If not, I’m happy to explain further. 😉”