Hello,
I need your help, or rather your advice, to send appointment reminder emails on D-14, D-7.
I want to check every day at 3pm if any appointments are D-14 or D-7 from their date and then send them an email.
I’ve explored the forum and there are several ways of doing this, including two workflows:
Others suggest launching a recurring workflow with a simple button…
Is there really no simpler or cleaner way than that?
Thanks for your feedback
Just do exactly what you’ve basically already said…
i.e. run a WF each day at 3pm that checks for appointments 14 days away (and send them an appropriate email), and checks for appointments 7 days away (and sends them an appropriate email).
Is there any specific problem you’re having with implementing it?
wouldn’t it be simpler to schedule both emails the moment you schedule the appointment? Then you don’t need to check daily.
You can add a condition on those 2 workflows you scheduled that says (don’t send if appointment is no longer scheduled) OR you can save the WF ID and just cancel them when the cancel action is taken on an appointment
