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GHL Nugget

Reminders that fire relative to the appointment, not the booking

The Wait step can pause a workflow until a set time before or after the appointment itself, which is how reminders stop arriving at the wrong hour.

Office worker checking an automated follow-up message on her phone
Workflow trick | | 1 min read | By Yaakov (Koby) Oranski, Certified GoHighLevel Admin

Most reminder problems in GoHighLevel come from building the sequence with plain time delays: wait 23 hours, send a text. That measures from when the workflow started, not from when the appointment is, so a booking made two days ahead and a booking made an hour ahead get very different reminders.

The Wait step has a second mode. Set it to wait for an Event or Appointment Time, choose before or after, and give it an offset such as 24 hours before or 2 hours before. The workflow now sleeps until that exact moment relative to the appointment on the contact, whatever time the booking happened. Combine it with a Wait for a Condition that checks the appointment status is still confirmed, and a rescheduled or cancelled appointment stops the reminder instead of sending a wrong one.

One more setting: on the workflow's own settings, allow re-entry so a contact who books again later gets the sequence again.

How to use it

  1. In the reminder workflow, add a Wait step and choose Event or Appointment Time.
  2. Set the offset, for example 24 hours before the appointment start.
  3. Follow it with a condition on appointment status equals confirmed, then the reminder.
  4. Repeat for the 2-hour reminder. Turn on Allow Re-entry in workflow settings.

Who it helps

Anyone sending appointment confirmations or reminders: clinics, med spas, estimates, consultations.

Related: Our full guide to reminders that cancel themselves when the appointment changes.

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