booking link in workflows

One Time Booking Link in Workflows

September 30, 20241 min read

One Time Booking Link in Workflows

1 min read

Revolutionize your appointment scheduling with our latest CRM feature! Now, effortlessly create one-time booking links within workflows, providing you with enhanced control, increased automation, and a streamlined booking experience for your busy small business.

One Time Booking Link in Workflows: Now, with our CRM, you can create one-time booking links within workflows, streamlining the process of scheduling appointments without the hassle of repetitive bookings.

⭐️ Why Does It Matter To Your Business?

  • Effortless Scheduling: Simplify appointment scheduling by generating unique booking links for one-time use.

  • Enhanced Automation: Seamlessly integrate one-time booking links into your workflows for a more streamlined and automated booking process.

  • Increased Control: Maintain control over your calendar by ensuring recipients can't repeatedly book without your permission, enhancing security and convenience.

⭐️ How To Use One Time Booking Link in Workflows: To start using this feature, follow these straightforward steps:

  1. Access the Automation tab from the left navigation menu then workflows and click “+ Create Workflow.”

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  1. Create from scratch or use a template.

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  2. Add a trigger according to your requirements for example we are using "Contact Created.”

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  3. Now Add the action " Generate One Time Booking Link.”

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  4. Select your calendar.

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  5. Now you can add action Emails/SMS.

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  6. In the Email body click on the custom values and add the "Generate One Time Link" custom values.

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  7. This is an overall look of the Email after adding the custom field. After completing the Email click the save button.

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Take advantage of this feature to enhance your scheduling efficiency and automate your appointment processes effortlessly. Explore the Workflow Builder today for a more flexible and controlled approach to one-time bookings.

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