When {{appointment.start_time}} or any other appointment custom values are not showing
Or when the appointment reminder campaign fails to trigger correctly based on the scheduled appointment start time:
Or when the Add to Google calendar / Add to iCal/Outlook link is not working when sending a test email.
We will need the Appointment or Customer booked appointment trigger in order for the {{appointment.start_time}} or any other appointments custom values to show up. To test the Custom Values, you will need to book an actual appointment.
If you set the trigger as a Pipeline stage change, the CRM will not be able to identify the specific appointment.
Same with Workflows:
We need to use Appointment or Customer booked appointment as the workflow trigger:
To test the Custom Values, you will need to book an actual appointment.
If you need to manually add the lead to the Appointment Reminder Campaign, you will need to select the appointment start time as the event start date.
To manually reschedule, navigate to the Appointments tab on the right and change the status from 'Confirmed' to 'Reschedule.' This action will automatically remove the lead from the original appointment reminder campaign and reinsert them into the campaign with the updated appointment time.
If you want your leads to be able to reschedule themselves, you could choose the reschedule link from the Custom Values in the appointment reminder campaign:
