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What starts this workflow?
Tag added: rlu-coaching-discovery-missed.
The workflow, step by step
The table shows the saved connections. Branches are alternative paths, not a single sequence that every contact follows.
| Step | Action | What it does | Next step |
|---|---|---|---|
| 1 | Wait 1 days | Wait before the next step | yes |
| 2 | Missed appointment recovery | Route by a condition | Rebooked or opted out / Offer another time / Personal follow-up |
| 3 | Rebooked or opted out | Route by a condition | No rebooking message |
| 4 | No rebooking message | Record a note for the team | End of this path |
| 5 | Offer another time | Route by a condition | Would you like another discovery call? |
| 6 | Would you like another discovery call? | Send an email | Rebooking requested |
| 7 | Rebooking requested | Add a contact tag | End of this path |
| 8 | Personal follow-up | Route by a condition | Manual followup |
| 9 | Manual followup | Add a contact tag | Check contact preference |
| 10 | Check contact preference | Record a note for the team | End of this path |
How the branches work
Missed appointment recovery
- Rebooked or opted out: ((has tag
rlu-coaching-rebooked) OR (has tagrlu-coaching-cancelled) OR (has tagrlu-coaching-do-not-contact)). - Offer another time: ((an email address is present) AND (has tag
rlu-coaching-email-consent) AND (does not have tagrlu-coaching-do-not-contact)). - Otherwise: Personal follow-up.
The labels above come from the saved builder. Review the actual condition values in your own account before activation.
Connect it to your business
- Import into a test sub-account and keep the workflow unpublished.
- Connect the trigger to your actual form, calendar, pipeline or contact tag.
- Review the messages and replace all business, booking and review placeholders.
- Connect any sender, phone number, team member or external integration used by the steps.
- Test each branch, replies, contact restrictions and repeat enrollment with contacts you control.
Get the library
Start GoHighLevel through the RocketLauncher partner link and join the community for snapshot access and setup help. This draft must pass its setup and execution checks before activation.
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