Available Workflows

iMeetify currently supports four types of workflows:

1. Add Feedback

Use this workflow to gather feedback or send thank-you notes automatically after an appointment is booked or completed.

Options:

• Trigger feedback after appointment booking
• Trigger feedback after appointment completion
• Trigger thank-you email after meeting completion

Action:

Click the Save button to activate the feedback workflow

2. Add/Edit Conditions

This workflow allows you to define rules and restrictions for booking and managing appointments.

Conditions You Can Apply:

• Do not accept bookings for the current date
• Send a reminder and reconfirmation request 12 hours before the appointmen
• No cancellations allowed "X" days/minutes before the appointment
(Includes options for days/minutes and calendar selection)
• Do not allow appointment rescheduling

Action:

Click the Save button to apply the selected conditions.

3. Pre-Meeting Instructions

Use this workflow to share important notes or instructions with attendees before the meeting.

What You Can Do:

• Add custom pre-meeting instructions or notes that attendees will receive ahead of the scheduled appointment.

Action:

Click the Save button to finalize and send instructions.

4. Pre-Booking Questions

Create custom forms to gather information from invitees before they complete their booking.

Steps to Set Up:

• Click Create New Pre-Booking Form
• Enter :
  • Form Title (required)
  • Form Description (optional)
  • Choose Calendar(s) the form should apply to
• Build Your Form using any of the following fields:
  • Checkbox Group
  • Number
  • Radio Button
  • Dropdown Select
  • Text Field
  • Text Area

Use this to qualify leads, ask for preferences, or gather key information before a meeting is confirmed

Action:

Click the Save button to attach the form to your selected calendar(s).