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Appointment Status (GHL)CRM & Ops📅 Every consult answered

GHL High-Value Consultation: Confirm & Rebook

A GoHighLevel workflow that guards every booked consultation: it updates the pipeline, emails a prep note, asks for confirmation by SMS, then branches on the reply — YES confirms, RESCHEDULE rebooks, and a 2-hour no-reply timeout alerts the team and marks the lead for follow-up.

GHL High-Value Consultation: Confirm & Rebook workflow screenshot

Pipeline

Appointment Status Trigger→
Update Opportunity (Consultation pipeline)→
Add Tag (appointment-booked)→
Email — Prep Note→
SMS — Confirmation Ask→
Wait for Reply (2h timeout)→
Reply YES → Confirmed→
Reply RESCHEDULE → Rebooked→
No Reply → Internal Notification + Follow-up
Sample payload
{
  "appointment": { "date": "Tue 10:30", "type": "Consultation", "status": "booked" },
  "prep_email_subject": "Quick prep for your consultation",
  "confirmation_sms": "Reply YES to confirm, or RESCHEDULE.",
  "reply": "YES",
  "outcome": "confirmed",
  "followup_sms": "You're confirmed — see you at your consultation. 🎉"
}

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