Appointment / Service Changed

To apply this template in Pendula, simply select an event flow and set this to trigger when a record is edited. Subsequently set to when a field is edited, specifically the appointment start date or time. This means that upon modifying an appointment's start date or time in your source data, it will send automatically in addition to the criteria specified below:

• Appointment Status <selector>equals<selector> 'rostered' (or whatever indicates that the appointment is not yet delivered)
• Appointment/Service Type = <description> (if you would like to segment in/out certain types of services from receiving reminders)
• Additionally, you'll need to ensure you have a placeholder field for capturing data upon a call request