Appointment and Scheduling AutomationsPurpose
1.2. Enable automated cross-checking of psychotherapist calendars, notify staff of new bookings, and sync records instantly across digital systems.
1.3. Provide clients with instant confirmations, rescheduling options, automated reminders, and waitlist management.
1.4. Automate the integration with telehealth links, payments, and client management systems.
Trigger Conditions
2.2. Client requests available time slots in real-time.
2.3. Client submits booking request (new, reschedule, or waitlist).
2.4. Calendar changes or cancellations trigger re-opening of slots.
2.5. Automated reminders or follow-up events trigger based on scheduled times.
Platform Variants
• Feature/Setting: automate availability check via FreeBusy query, set up on OAuth 2.0 and Calendar.events.insert.
3.2. Microsoft Outlook Calendar API
• Feature/Setting: automate real-time slot querying with GET /me/calendarView, event creation via POST /me/events.
3.3. Acuity Scheduling
• Feature/Setting: automate booking sync using the Acuity API (appointments endpoint) for creation and availability.
3.4. Calendly
• Feature/Setting: automate event scheduling with Calendly API (Scheduled Events webhook, Organization Memberships endpoint).
3.5. Setmore
• Feature/Setting: automate availability and bookings using Setmore Public Booking API v2.0 — staff availability endpoint.
3.6. SimplyBook.me
• Feature/Setting: automate slot search and booking with the Booking API (GET /availability, POST /bookings).
3.7. Square Appointments
• Feature/Setting: automate real-time slot lookup with the Square Bookings API, appointment.create for automation.
3.8. Jane App
• Feature/Setting: automate availability check and scheduling via Jane API (GET /practitioners/availability, POST /appointments).
3.9. TherapyNotes
• Feature/Setting: automate appointment booking using Patient Portal APIs, automate reminder triggers on patient booking.
3.10. Thryv
• Feature/Setting: automate online appointments through Thryv Bookings API, auto-confirmation triggers.
3.11. Zocdoc
• Feature/Setting: automate real-time appointment slot display using Zocdoc API: Provider Slot API, automated booking notifications.
3.12. SimplePractice
• Feature/Setting: automate calendar syncing and create appointments through SimplePractice API endpoints.
3.13. HIPAA-compliant Zoom Integration
• Feature/Setting: automate dynamic meeting link generation using Zoom API (Create a Meeting endpoint) linked to bookings.
3.14. Twilio SMS
• Feature/Setting: automate appointment confirmations and reminders via SMS with Twilio API (Messages endpoint).
3.15. Stripe
• Feature/Setting: automate payment collection during booking using Stripe Payment Intents API and Webhooks.
3.16. PayPal
• Feature/Setting: automate booking payments with PayPal REST API, automate refund if appointment canceled.
3.17. Salesforce Health Cloud
• Feature/Setting: automate client record updates on booking using Health Cloud API (Appointments resource).
3.18. HubSpot CRM
• Feature/Setting: automate contact and deal updates post-booking via HubSpot CRM API workflows.
3.19. Freshdesk
• Feature/Setting: automate support ticket creation for rescheduling or booking queries with Freshdesk API.
3.20. Google Sheets
• Feature/Setting: automate booking record entry and real-time schedule validation with Google Sheets API.
Benefits
4.2. Enhances client experience with instant, automated confirmations.
4.3. Reduces missed appointments via automated reminders.
4.4. Saves therapist admin time by automating records and payment syncs.
4.5. Streamlines workflow, automates communication, and maintains compliance through secure APIs.
4.6. Automator logic offers flexible triggers for cancellations and rescheduling, keeping availability up to date automatically.
4.7. Optimizes resource utilization by automating waitlisting and filling cancellations.
4.8. Ensures data reliability with automated error handling and real-time sync processes.