In this video, I explain how to use the update timezone workflow to ensure contacts are correctly tagged with their respective time zones. By adding specific tags like pacific timezone or central timezone, contacts are automatically entered into the workflow, making appointment bookings more efficient and accurate. Remember to set up time zones before entering any workflow to avoid confusion later on.
The objective of this video is to users on how to update the timezone workflow in the system to ensure that contact timezones are properly updated with their respective time zones for efficient appointment booking.
Updating Timezone Workflow in Loom
Initiation of the Workflow
Add tags "pacific timezone, eastern, mountain, or central" to contacts
Importance of Timezone
Ensures booking appointments based on contact's timezone.
Helps when working in different markets or time zones.
Setting Up Timezones
Set up timezone before entering any initial workflow or follow up.
Bot adjusts appointment times based on contact's timezone. but shows in on users calendar in account timezone.
Default Timezone
If no timezone specified for contact, defaults to account timezone.
Benefits of Timezone Workflow
Makes booking appointments easier and accurate.
Prevents confusion and manual adjustments.
Tagging Contacts
If contacts are uploaded without tags, easy way to tag them.
Select contacts, add tags like Eastern timezone to update.
Conclusion
Importance of tagging contacts for accurate timezone updates.
Simplifies appointment booking and scheduling.