Customer Booked Appointment Trigger in Sparkforge
The Customer Booked Appointment trigger fires a workflow whenever a contact books a regular appointment through your booking link or calendar widget. Use filters and guest enrollment to send reminders, confirmations, and team alerts automatically.
The Customer Booked Appointment workflow trigger fires whenever a contact books an appointment on their own through a booking link or scheduling widget. Use it to send confirmations, drip reminders, and internal alerts without anyone touching the workflow manually. The trigger covers regular appointments only — recurring appointments are not supported.
Why this trigger matters
- Automated reminders reduce no-shows by firing email or SMS at set intervals.
- Guest enrollment lets the same workflow run for the primary contact and any guests on a multi-participant appointment.
- Team notifications route an alert to the right staff the moment a slot is booked.
- Filter precision targets specific calendars, calendar groups, or tagged contacts.
Configure the trigger
- Open Automation and create a new workflow or open an existing one.
- Click Add New Trigger and select Customer Booked Appointment.
- Name the trigger something descriptive like
New Appointment Booking. - Pick the workflow enrollment mode under Who should be enrolled into the workflow?
- Add filters as needed.
- Save the trigger, build the rest of the workflow, and publish.
Enrollment options
- Contact only — runs once for the primary contact (default).
- Contact and Guests — runs once for the primary contact and once for each guest attached at the time of booking.
- Guests only — runs only for guest contacts; primary is skipped. Useful if the primary already has a separate workflow.
Note: Guests added after the appointment is booked are not enrolled. Only guests present at booking time fire this trigger.
Available filters
- Has Tag — fire only when the booking contact has a specific tag.
- In Calendar — limit to a specific calendar.
- In Calendar Group — limit to any calendar inside a group.
Common use cases
- Send an instant booking confirmation email plus a 24-hour SMS reminder.
- Notify the assigned rep in Slack or by SMS when a high-value calendar is booked.
- Tag the contact
Bookedand add them to a pre-appointment nurture sequence. - Run a separate guest-only workflow for spouses or co-buyers attached to the appointment.
Frequently Asked Questions
Does this trigger fire for recurring appointments?
No. The Customer Booked Appointment trigger only fires for regular appointments. Recurring appointments need a different setup.
Will guests added after the appointment is booked be enrolled?
No. Only guests present on the appointment at the moment of booking are enrolled by this trigger. Guests added later won't fire it.
Can I run different workflows per calendar?
Yes. Use the In Calendar or In Calendar Group filter so each workflow only fires for its assigned calendar.
What's the difference between Contact only and Contact and Guests enrollment?
Contact only runs the workflow once for the primary contact. Contact and Guests runs it once for the primary plus once for each guest, so everyone gets reminders or follow-ups.
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