Manual Call actions: a dialer queue your workflow builds for the team
A workflow can pause and queue a contact for a human call, so the phone step in your follow-up is a task list the team works through, not a message the lead ignores.
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.
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.
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
- In the reminder workflow, add a Wait step and choose Event or Appointment Time.
- Set the offset, for example 24 hours before the appointment start.
- Follow it with a condition on appointment status equals confirmed, then the reminder.
- 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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