If/Else Appointment Filters in Sparkforge Workflows
The Appointment filter inside an If/Else workflow action lets you branch on whether an appointment was rescheduled and on its start or end date. It only appears when the workflow is triggered by an appointment event.
The Appointment filter inside the If/Else workflow action lets you branch a workflow based on appointment-related conditions. You can route execution differently depending on whether an appointment was rescheduled or based on its start or end date.
What the Appointment filter does
Three conditions are available:
- Rescheduled — true if the appointment was rescheduled during this workflow execution.
- Start Date — branch on the appointment's start date.
- End Date — branch on the appointment's end date.
When the filter is available
The Appointment filter only appears in If/Else when the workflow uses an appointment trigger:
- Customer Booked Appointment — a new appointment is scheduled.
- Appointment Status — an appointment status changes (no-show, cancelled, etc.).
Why use it
- Send different follow-ups to customers who reschedule vs. customers who keep their original time.
- Re-engage no-shows with a separate sequence.
- Run time-sensitive promotions tied to the appointment start or end date.
Configure the filter step by step
- Open the workflow. Go to Automation and create a new workflow or open an existing one.
- Set the trigger. Pick Customer Booked Appointment or Appointment Status.
- Add an If/Else action. Click + to add an action and select If/Else Condition.
- Name the action as a question. The default is "Condition". Rename it to something like Did the customer reschedule? so the workflow reads cleanly later.
- Pick the Scenario Recipe. Choose Build Your Own for full control over the conditions.
- Name the branches. Replace generic labels with descriptive names — for example Rescheduled and Not Rescheduled, or Upcoming and Past.
- Select the Appointment option. The three filtering options appear: Rescheduled, Start Date, End Date.
- Add more branches. Use + Add Branch to handle additional cases.
Filter details
Rescheduled
Choose True to act on appointments that were rescheduled, or False for appointments left unchanged.
Start Date
Compare the appointment's start date against a reference date. Useful for pre-appointment reminders, day-before nudges, or campaigns tied to upcoming bookings.
End Date
Compare the appointment's end date. Useful for post-appointment review requests, follow-ups a few days after the visit, or win-back campaigns.
Naming tips
| Filter | Example branch question |
|---|---|
| Rescheduled | Did the customer reschedule? |
| Start Date | Is the appointment more than two weeks out? |
| End Date | Did the appointment end at least four days ago? |
Frequently Asked Questions
Why don't I see the Appointment option in my If/Else action?
Can I use Start Date and End Date in the same condition?
Does Rescheduled = True trigger every time an appointment is touched?
Can I send different SMS templates to no-shows vs. completed appointments?
Should I rename the If/Else action and branches?
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