Acuity Scheduling + Credit Repair Cloud
Create blocked off times in Acuity Scheduling for new clients in Credit Repair Cloud
Effortlessly manage your time when you onboard new clients in Credit Repair Cloud with this seamless workflow. Once a new client is added in Credit Repair Cloud, a blocked-off time will be created in Acuity Scheduling, ensuring that you have the dedicated time and focus to serve your new customer efficiently. Simplify your scheduling process and prioritize client interactions with this automation.
Effortlessly manage your time when you onboard new clients in Credit Repair Cloud with this seamless workflow. Once a new client is added in Credit Repair Cloud, a blocked-off time will be created in Acuity Scheduling, ensuring that you have the dedicated time and focus to serve your new customer efficiently. Simplify your scheduling process and prioritize client interactions with this automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Blocked Off Time
Block off a new range of time on your schedule.
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address
