✏️ Update the appointment first
Click the pencil icon on the appointment and adjust the dates/times to match the reschedule.
(Example: customer pushes the rental back by one day.)
Be sure to save the changes.🤖 Go to Automations
After the appointment is updated, scroll down to Automation.🔍 Find the “Payment and Terms Checks” workflow
Locate the workflow the customer is currently enrolled in.➖ Remove the customer from the workflow
Take them out of the workflow completely. This is required to reset it.➕ Add the customer back to the same workflow
Re-entering them restarts the workflow from the beginning.
💡 Pro Tip
Any time an appointment date or time changes, removing and re-adding the customer to the workflow ensures all automated messages stay in sync. This prevents customers from receiving reminders based on the old schedule.
💡 Pro Tip
Any time an appointment date or time changes—whether the renter has not picked up yet or has extended their rental—removing and re-adding them to the workflow ensures all automated messages stay in sync. This prevents customers from receiving reminders based on outdated dates or times.