Setting Up the No-Show Flow - Intro Appointment Recipe

Support Wodify
13 steps
38 seconds

Wodify

Before you begin: 1. Remember to refer to our [Best Practices Guide](https://scribehow.com/shared/Workflows_Best_Practices__vu27TN7dTkGbKuzfdMHtnQ?referrer=documents) for our suggestions when editing Workflows! 2. Watch this [video tour](https://wodify.hubs.vidyard.com/watch/gdVvCymeCz9m7Wum53PV1A) of the Workflows Builder!

Log into Wodify and access the Workflow Builder.

You can find this workflow by: - Going to your Location Project - Wodify Bundles folder - Your industry folder type (Functional Fitness, Jiu Jitsu, Universal) - Lead Nurture folder - Recipes folder Click on the recipe called No Show Flow - Intro Appointment

Be sure to click EDIT RECIPE to open the editor portion of the builder. This recipe will trigger when a leads booked appointment reservation status switches from reserved to no-show (**Step 1**). This workflow will let the lead know that we missed them and encourage them to book again. *Please note: a lead will automatically be marked as a no show 48 hours after the appointment if they have not been signed in.* As always, **Step 2** shows the error monitoring. As a reminder, when an error occurs, the workflow will stop, and you will get an email that details the errors. If you cannot troubleshoot on your own, forward the email to support@wodify.com

**Step 3** will enroll the lead in the workflow. **Step 4** will check to see if the lead has created a new reservation in the the last 48 hours. If YES, **Steps 5-6** will take the lead out of the workflow. If the lead has not booked anything, the workflow will move onto **Step 8.**

**Step 8** will check to see who the provider was for the appointment. If our system can identify the provider, the workflow will complete **Steps 9-12**. If our system is unable to find a provider, the workflow will complete **Steps 14-16**.

If the workflow finds a provider Step 9 will pull that provider's information. Step 10 will send an email to the lead letting them know they were missed and sign it from the provider. *This email can be found and edited by going to Workflows > Email Templates and searching the template name "We Missed You"* **Step 11** will create a task to call the lead to get them to rebook and assign it to the provider, **Step 12** will send a text message to the lead and sign it from the provider. *Pro-tip: If you click into an SMS task, you can edit what the text message reads by scrolling to the message section!* If there was no coach assigned, **Steps 14 and 16** will send the same email and text but sign them from the business rather than a provider. The task in **Step 15** will be assigned to an individual staff member or group of staff members based on your settings.

The workflow will then wait one day before continuing. If the lead is still listed as no-showed and has not rebooked, **Steps 23** will assign a second task to the coach to call the lead and get them to book. If there is no coach assigned to the class, **Step 25** will assign the same task to a single employee or a group of employees based on your settings.

The workflow will then wait 2 days before continuing. If the lead is still listed as no-showed and has not rebooked, **Steps 31-33** will send a text message and an email signed by the provider to encourage the lead to rebook. If there is no provider found, **Step 35-36** will send the same text message and email but sign it from the business rather than a provider.

The workflow will then wait another 2 days before continuing. If the lead still has not been rebooked, **Step 42** will assign a task to the provider to disposition the lead as Disqualified. *Pro-tip: If you have the Lead Conversion Catalyst workflow active, marking a lead disqualified will automatically enroll them into a 300 day outreach workflow!* **Step 44** will assign the task to a single employee or a group of employees based on your settings.

Click "Save" to save any changes you've made.

Click "Exit" to leave editor mode