You can update an appointment status based on tags, which may be useful for your business and any automations you run. Here's a recommended best-practice for updating appointment statuses based on tags, specifically related to the Invalid Status.
Part 1: Set up a tag for invalid appointments.
- Step 1: Create a tag called "Invalid Appointment".
Part 2: Create a tag-based trigger.
- Step 1: Create a new trigger. Under Step 1 in the trigger, set it up like the screenshot above, so that the action will be triggered by the Contact Tag "Invalid Appointment" being added.
- Step 2: Set the action to be "Update Appointment Status" and choose "Invalid".
- Step 3: Make the trigger active and save it, in the top righthand corner and save
Part 3: Using the Tag and Trigger
- Step 1: When you have a contact with an invalid appointment, add the "Invalid Appointment" tag and the trigger will run, updating their appointment status to "Invalid".