How to Automatically Mark Appointments as Invalid Using Tags in GoHighLevel

Updated March 8, 2023

Manually updating appointment statuses across contacts wastes time and introduces errors in your GoHighLevel pipeline. By combining a custom tag with a workflow trigger, you can automatically mark any appointment as Invalid the moment the tag is applied to a contact.

Here is a suggestion for updating appointment status based on tags, specifically for the Invalid Status. It can be useful for your business and automations.

Part 1: Set up a tag for invalid appointments.

Step 1: Create a tag called “Invalid Appointment”.

Part 2: Create a tag-based trigger.

Step 1: To set up the appointment status update trigger based on tags, create a new trigger and configure Step 1 as shown in the screenshot, where the trigger action is activated by the addition of the “Invalid Appointment” tag to the contact.

Step 2: Choose the “Invalid” option and set the action to be “Update Appointment Status”.
Step 3: Activate and save the trigger by clicking the “Save” button in the top right corner.

Part 3: Using the Tag and Trigger

Step 1: If you have a contact with an invalid appointment, just add the “Invalid Appointment” tag to the contact, and the trigger you created will activate and update the appointment status to “Invalid”.