Microsoft Excel + SimplyBook.me
Add new SimplyBook.me clients to Microsoft Excel rows effortlessly
Streamline your client management in SimplyBook.me and data recording in Microsoft Excel with this effective workflow. Upon adding a new client in SimplyBook.me, a new row will be immediately created in Microsoft Excel to record the client's details. This smooth integration not only keeps your spreadsheet updated but also saves you the manual effort of data entry, allowing you to focus more on your client relationships.
Streamline your client management in SimplyBook.me and data recording in Microsoft Excel with this effective workflow. Upon adding a new client in SimplyBook.me, a new row will be immediately created in Microsoft Excel to record the client's details. This smooth integration not only keeps your spreadsheet updated but also saves you the manual effort of data entry, allowing you to focus more on your client relationships.
- When this happens...New Client
Triggers when new client created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Cancelled Booking
Triggers when a booking is canceled.
Try ItNew Booking
Triggers when a new booking is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try It
Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Try ItNew Client
Triggers when new client created.
Try ItNew Offer
Triggers when a new offer is created.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try It
