---
title: "tag contacts who book appointments"
description: "Learn all about tagging contacts who book appointments with you, and access our step-by-step instructions, FAQs, and everything you need to know!"
url: https://help.ivorey.io/en/articles/12147259-tag-contacts-who-book-appointments
collection: "calendars"
updated: 2026-11-01
language: en
---

# tag contacts who book appointments

Learn all about tagging contacts who book appointments with you, and access our step-by-step instructions, FAQs, and everything you need to know!

## before you dive in

This article is one step from our [Master Help Guide: All About Calendars.](https://cqcighsbi.gleap.help/en/articles/10031545-all-about-calendars-a-master-help-guide) We recommend starting with the Master Help Guide before diving into the technical setup below.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

This guide is perfect if you're looking to:

-   Tag contacts who book through certain calendars
    
-   Search, filter and segment your list based on appointment history
    
-   Create a workflow that's triggered by a calendar booking
    

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## how to tag contacts who book calendar appointments

As an **optional step** in setting up your calendars, you can create a simple workflow that automatically adds a tag to every contact who books an appointment with you. This keeps your contacts organised and makes it easy to segment clients, build smart lists, and trigger automations in the future.

By tagging contacts as soon as they book, you’ll always have a clear record of which calendar they came from, keeping your backend streamlined and easy to manage.

click here for the written steps

1.  From the main ivorey menu, go to **Automations** > **Workflows** > click on the **\[Workflow Templates\]** folder > and the **\[Appointments\]** folder
    
2.  Click the **\[⋮\] three dots** next to the **Appointment Booked: Calendar Name** workflow template > and select **\[Duplicate workflow\]**
    
3.  Open the copy of the workflow > and edit the **workflow name**, at the top, with your calendar name for easy identification
    
4.  At the top, click on the trigger **\[Customer Booked an Appointment\]** \> click the **\[Add Filters\]** button > select **'In calendar'** from the drop-down menu > select your calendar > and click **\[Save Trigger\]**
    
5.  Click on the **\[Add Tag - Booked\]** action to edit it > select a **tag** from the drop-down, if you have already created one, or type in the new tag name (e.g. "booked - discovery call") > click the **\[+ Add New Tag\]** button > and click **\[Save Action\]**
    
6.  Click on the **\[Internal Notification\]** action to edit it > select the **Type of Notification** you prefer, from the drop-down > edit the **Message** as needed > and set the **User type** for who should receive this notification  
      
    **Note:** If you’ve already configured an internal notification in your calendar settings, you can click the **\[⋯\] three dots** on this action > and **Delete** it.
    
7.  Click the **\[+\]** button, to **add any additional actions** that you want to happen, after someone books this appointment (e.g. create a task, or update a pipeline)
    
8.  At the top right corner of your screen, toggle the workflow to **\[Publish\]** > click the **\[Save\]** button
    
9.  Repeat the steps to create a workflow for each calendar so they each get a unique tag
    

**Helpful Tip:** If you have multiple calendars and you want to create unique tags based on appointment type, create your first workflow and then duplicate it to save time. For each new workflow, just swap out the calendar selected in the trigger filter and adjust the tag.

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## next steps

> **Success:** If you’ve completed the steps above, head back to the [Master Help Guide On Calendars](https://help.ivorey.io/en/articles/10031545-all-about-calendars-a-master-help-guide.md) to move onto the next phase.
>
> Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

* * *

## need help?

Hit the support chat widget inside ivorey - we can:

-   Upload the templates to your account, if you can’t find them
    
-   Walk you through any of the steps
    
-   Troubleshoot anything that’s not working
    

We’re here and ready to help via the chat widget in the bottom right of your ivorey account. Or if you are looking for done-for-you support, you can browse our current services [here](https://ivorey.io/services) 🤍

## Related

- [all about calendars: a master help guide](https://help.ivorey.io/en/articles/10031545-all-about-calendars-a-master-help-guide.md)
- [calendar availability](https://help.ivorey.io/en/articles/12147301-calendar-availability.md)
- [choose your calendar type](https://help.ivorey.io/en/articles/13192611-choose-your-calendar-type.md)
- [calendar integrations](https://help.ivorey.io/en/articles/12146942-calendar-integrations.md)
- [set up a meeting calendar and groups](https://help.ivorey.io/en/articles/12147009-set-up-a-meeting-calendar-and-groups.md)