Branch on Appointment Details with If/Else

When a workflow starts from a Calendars event, the If/Else action gains an Appointment condition. It lets you split the path based on whether a booking was rescheduled, when it starts, or when it ends.

When it appears

The Appointment option is available only if the workflow uses an appointment-related trigger, such as Customer Booked Appointment or Appointment Status.

The three filters

• Rescheduled: true or false, depending on whether this particular execution came from a reschedule.
• Start Date: compare the appointment's start against a date or a relative offset.
• End Date: compare the appointment's end the same way.

Configure the branch

1. Open the workflow and add an appointment trigger.
2. Click + and select If/Else.
3. Rename the action as a question, for example "Did the customer reschedule?"
4. For Scenario Recipe, choose Build Your Own.
5. Rename each branch so it reads clearly, such as "Rescheduled" and "Not Rescheduled."
6. In the first branch, choose Appointment, then pick a filter and its operator and value.
7. Click + Add Branch to add more outcomes, such as "Upcoming" and "Past."
8. Add the actions you want beneath each branch and save.

Ideas

• Send a different SMS when someone rescheduled versus booked fresh.
• Hold back a promo for appointments that start more than two weeks out.
• Follow up only with appointments that ended several days ago.

Good to know: Question-style names like "Is the appointment after two weeks?" make a busy canvas much easier to read.