Appointment is set but not firing the reminders
If the appointment is set, but not firing the reminders, complete the following steps for preliminary trouble shooting:
- Ensuring the Set Appointments are Linked To Workflow
- Refresh the page.
- On the right hand side, under "Active Workflows", see if the "Appointment Confirmation and Reminders" has appeared. If not, continue to the next step.
- Go to "Settings" → "Calendars", click the three dots next to your sales calendar, and select "edit"
- "Go to the "(3) Confirmation" tab, and click the check box for "Let the calendar auto confirm my appointment"
- Click "Complete".
- Go back to the contact's conversation to ensure the appointment has been confirmed and is in the workflow.
- Locating the issue within the Workflow
- Locate the contact's workflow history (you can see how to do this HERE)
- Under the "Status" column look for the "failed" or "finished" status.
- Click "More Details" to determine what caused the failure or removal from workflow
- Make the necessary changes to the contact or workflow.
- If unable to find issue, send it DR Tech Request under War Chest Services.