When we set up the appointment reminder campaign, please be sure to add a wait step for a minute in order for us to process the location value if you are using Zoom integration.

Click on Add New Workflow Trigger

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Click on Select

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Click on Appointment…

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Click on Add filters

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Click on Select

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Click on Appointment status is

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Click on Select

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Click on confirmed

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Save Trigger

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Click on +

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Scroll down to the bottom and click on Wait

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Set Wait Delay for 1 minute

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Save Action and continue to build the rest of the appointment reminder workflow

Click on + after the wait step

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Choose to send Email/SMS to send the appointment confirmation to the lead

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Click here to value the list of custom fields you can use for appointment workflow:

Click on Save action:

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Click + to add another step:

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Scroll down to the bottom and click on Wait

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Click on Time Delay

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Click on Event / Appointment time

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If you want to send a reminder before 4 days:

Type 4 here

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Switch minutes to days

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Select Skip all outbound communication actions, till next wait or Event Start Date action.

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Click on + after the wait step

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Choose to send Email/SMS to send the appointment reminders to the lead

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You can continue to add another wait step for another appointment reminder message to go out