Client Management & OnboardingPurpose
1.2. Increase client satisfaction through timely confirmations, reducing no-shows and miscommunications.
1.3. Integrate multiple communication channels and calendar systems, ensuring accurate reflection of consultant availability.
1.4. Automate follow-ups and reminders to improve conversion rates and optimize resource management.
1.5. Collect and centralize client booking data for onboarding and further CRM processes.
Trigger Conditions
2.2. Receipt of scheduling email or call request in business inbox.
2.3. Availability update on consultancy calendar (e.g., slot opening).
2.4. Event confirmation received from internal team.
2.5. Approaching appointment requiring reminder or confirmation issuance.
Platform Variants
• API: Calendar API v3, Events.insert — push new appointments, add reminders.
3.2. Microsoft Outlook 365
• API: Calendar.CreateEvent — schedule, update, or cancel meetings.
3.3. Calendly
• Feature: Webhooks, Zapier Integration — trigger booking confirmation workflows.
3.4. Acuity Scheduling
• API: Appointments API, Send Confirmation Email — capture new bookings, send automatic confirmations.
3.5. HubSpot
• Endpoint: CRM API, Meetings API — create/update meeting objects, trigger workflow notifications.
3.6. Salesforce
• Object: Event/Task — auto-create client engagement activities; use Process Builder for confirmation alerts.
3.7. Zoho CRM
• API: Events API — book meetings, automate reminders via Workflow Rules.
3.8. Outlook Exchange Web Services
• Operation: CreateItem (Appointment) — schedule meeting items for resource calendars.
3.9. Twilio SMS
• API: Messages — dispatch appointment confirmations and reminders through SMS.
3.10. SendGrid
• API: Mail Send — send transactional appointment confirmation emails.
3.11. Slack
• Feature: Event API, Incoming Webhooks — notify team of new client bookings in dedicated channels.
3.12. Microsoft Teams
• API: Graph API (Create event, send channel messages) — add calendar events, notify staff of bookings.
3.13. Zoom
• API: Create Meeting — auto-schedule virtual consultations; send confirmation with access link.
3.14. Cisco Webex
• API: Meetings.CreateMeeting — schedule/join link delivery on appointment creation.
3.15. Doodle
• Feature: API integration — create time poll, confirm once quorum reached.
3.16. Pipedrive
• API: Activities — register new client meetings; trigger confirmation communications.
3.17. Mailchimp
• Automation: Transactional email API — personalized booking confirmations.
3.18. Freshdesk
• Workflow Automator: Ticket Creation — schedule appointment and send acknowledgment in helpdesk ticket.
3.19. Google Chat
• API: sendMessage — push confirmation or reminders to internal chat rooms.
3.20. WhatsApp Business API
• Endpoint: messages — send automated appointment details and confirmations to clients via WhatsApp.
3.21. Stripe
• API: Checkout.SessionCompleted Webhook — trigger scheduling flow after successful payment for consultation slot.
3.22. SurveyMonkey
• Integration Webhook: appoint feedback or intake form delivered after scheduling.
3.23. Typeform
• Feature: Webhooks — trigger scheduler flow post-form completion.
3.24. Aircall
• API: Calls — log appointment intake calls; schedule follow-up calls or reminders.
Benefits
4.2. Enhances accuracy and consistency of appointment management.
4.3. Improves client experience with immediate confirmations and multi-channel reminders.
4.4. Optimizes resource allocation and consultant time utilization.
4.5. Centralizes appointment data for downstream onboarding, billing, or CRM automations.