Pilot / limited rollout4 min read
Configure appointment confirmation rules
Determine when a booking becomes confirmed based on payment, intake or approval.
This workflow is in pilot or limited rollout and should not be assumed available to every business.
What this feature helps with
Determine when a booking becomes confirmed based on payment, intake or approval.
Step-by-step
- Review available confirmation settings for the business.
- Choose required steps, such as payment or completed intake, where enabled.
- Test each combination with fictional client data.
- Verify the timeline moves to Confirmed only after all requirements are satisfied.
Check your setup
- Check duplicate submissions and delayed webhooks.
- Nearby outreach must not fire for unconfirmed appointments.
Availability and cautions
Good to know
This configuration is undergoing full workflow verification and may not be enabled on your account.