Hi
I have mentioned this to support before but nothing has come of it. When setting up an automation rule, espcially for emails or sms, the trigger event seems to be based solely on the start or finish time of an appointment time.
Whilst this might be useful to some, it fails in some areas. What would be more logical and extremely helpful to practices is if an email an automation rule can be setup to send an email or sms a certain number of minutes or hours AFTER an appointment has been BOOKED.
The rationale behind this is quite simple. We might book an emergency appointment in 30 minutes time where we have a gap. At present the automation rule will send an email a certain amount of time before the actual appointment but there is no consistency in when it will be sent because the time is soon approaching for the appointment OR it could be in 1 month time. The downside of this is that the patient wont receive e.g. the confirmation of appointment email until several weeks later (if the automation rule is set to send x hours or minutes before the appointment.
Having a “booking event” as a trigger means that we dont need to manually send email confirmations after an appointment is booked (right click on calendar and send email) but instead we can rely on the automation to work and do actions based on the booking event rather than the actual appointment date which cannot control when the event happens as the appointment is variable but the booking date is not.
Thanks.