- Booking Automation
- Booking Confirmation
- Automated Booking Notifications
Provide essential booking details to clients
Automate the delivery of essential booking information to clients without manual intervention by integrating appointment and booking platforms with communication, document, and CRM tools. This setup ensures customers receive immediate confirmations, consent forms, rental agreements, and notifications via their preferred channels—email, messaging apps, Slack, or WhatsApp—improving satisfaction and reducing follow-up tasks. By capturing and organizing booking details in centralized tables and CRMs, businesses gain a unified view of client data and streamline post-booking workflows.
Filter by common apps:
Practice Better
Kajabi
SimplyBook.me
Filter by Zapier
Formatter by Zapier
Trengo
Checkfront
PHOTO iD by U Scope
Bonjoro
OnceHub
Jotform
Setmore Appointments
eSignatures
OwnerRez
ManyContacts
Launch27
Zoho Sign
- Grant access to Kajabi offer when booking is confirmed in Practice Better
- Create a new contact in Trengo from SimplyBook.me booking, and format client information
Create a new contact in Trengo from SimplyBook.me booking, and format client information
- Create assignment for customer claims in PHOTO iD when booking is confirmed in Checkfront
Create assignment for customer claims in PHOTO iD when booking is confirmed in Checkfront
- Create a personalized video task in Bonjoro for new bookings in SimplyBook.me
Create a personalized video task in Bonjoro for new bookings in SimplyBook.me
- Send consent form via Jotform after booking on OnceHub
Send consent form via Jotform after booking on OnceHub
- Invite new clients to complete consent form in Jotform from Setmore Appointments
Invite new clients to complete consent form in Jotform from Setmore Appointments
- Generate rental agreement contract in eSignatures from new booking in Checkfront
Generate rental agreement contract in eSignatures from new booking in Checkfront
- Notify contact via WhatsApp when new booking is created in OwnerRez
Notify contact via WhatsApp when new booking is created in OwnerRez
- Collect customer information, assign prefilled form, and send signing template with Launch27, Jotform, and Zoho Sign
Collect customer information, assign prefilled form, and send signing template with Launch27, Jotform, and Zoho Sign