CloseBot has an incredible ability to conversationally book appointments. We just give our bot the booking objective and watch our calendar fill up with hot leads. But what if our leads need to cancel or reschedule? You've come to the right place!

In this article we will explain how we collect the reschedule and cancellation links when an appointment is booked, log that information to a contact field, and then make that field data available to your bot for use when needed 👍

First, lets go into our Custom Fields and create some custom fields to track our cancellation and reschedule links. Select Multi Line or Single Line text input and click next

Now we will create our multi line text field for our reschedule link.

You will then create another field for your cancellation link.

Next, lets go into our Automation > CloseBot Folder and create a new workflow. I called mine Customer Booked. Our trigger will be Customer Booked Appointment.

We will then add the action to Update Contact Field > Update field data and add the custom fields we created and map them to their variables that are available for appointment booking workflow triggers. I add

Reschedule Link:{{appointment.reschedule_link}}

Cancellation Link:{{appointment.cancellation_link}}

because this will update the value of the previous custom field we created earlier and be labeled for our bot to know which is which. Don't forget to Publish and Save!

On your CloseBot account go to Modify Bot > Main and add those variables into your How to Respond section. Your bot now has access to these links! Remember to click Save Bot!

One more thing! In your General Settings you'll need to turn off Stop When All Objectives Done because you will want leads to be able to tell your bot they need to reschedule or cancel and it won't do that if its off after it completes its objectives.

Well done! Now your bot not only books appointments for you but also handles rescheduling and cancellations as well! 😎