Workflow Update: Added Options for Send Appointment Scheduler Action

Originally posted: May 30th, 2019

We have added the ability to edit the email and a few other options on the SEND APPOINTMENT SCHEDULE action in workflow.

The added options on the SEND APPOINTMENT SCHEDULER action in workflow now allow you to apply the scheduler to the portal and send an email, apply to portal only, or apply to project only. This feature is just like the forms and contracts have in workflows as well.

We also added the ability to customize the email that is sent out via workflow for the appointment scheduler.

Little update, but a nice one!