SimboVara Workflow Customization: Build Appointment Rescheduling Workflow Questions - Admin Panel

Purpose

Guide Copilot to collect the exact information needed to reschedule.

Where to edit: Appointment Rescheduling Workflow Questions

Suggested questions

• Please provide the appointment details you want to reschedule including date, time, and doctor

• What is your preferred time to reschedule the appointment

Steps

1. Enter the two lines above.

2. Add any extra rules, such as blackout days, if needed.

3. Click Save and test.

Tips and Good practices

• Ask for multiple acceptable times to speed up staff follow-up.

• If self-booking is enabled in your clinic, add a line that offers it.