Purpose
1.2. Eliminate manual back-and-forth by allowing prospects to self-book via integrated calendar links.
1.3. Instantly sync appointments with service calendars, trigger client onboarding, send confirmations, and reduce no-show rates.
1.4. Streamline lead management, improve response time, and capture consultation data for workflow continuity.
Trigger Conditions
2.2. Client status tag set to "prospect" or "awaiting consultation" in CRM.
2.3. Automated response activation or webhook receives scheduling request.
Platform Variants
3.1. Google Calendar
• API: Calendar API events.insert – generate time slots, embed booking link, auto-confirm.
3.2. Microsoft Outlook Calendar
• API: Outlook Calendar createEvent – expose available slots, send O365 invites, update events upon confirmation.
3.3. Calendly
• API: /scheduled_events endpoint – provide personalized scheduling URL, auto-capture new leads on booking.
3.4. Acuity Scheduling
• API: appointment_types, availability, and appointments – configure appointment types, enable real-time slot selection, auto-add to practitioner’s calendar.
3.5. HubSpot Meetings
• CRM Integration: Meetings Scheduling – customize booking pages, trigger contact enrollment workflows.
3.6. Zoho Bookings
• API: /bookings and /availability – enable lead-triggered self-bookings, workflow for auto-reminders.
3.7. Doodle
• API: /polls and /bookings – share bookable links, auto-reserve consultation slot, update participant.
3.8. Setmore
• API: /appointments – create consultation slots, trigger confirmation SMS/email to client.
3.9. Bookafy
• API: /appointments – set custom fields for restoration inquiry, push scheduled events to business calendar.
3.10. SimplyBook.me
• API: /bookings – provide restoration service calendar link, sync new bookings to internal systems.
3.11. Square Appointments
• API: /v2/bookings – generate and share bookable consultation URLs, track source of inquiry.
3.12. Appointlet
• API: /bookings – automatically create and assign consultation type by lead source.
3.13. TimeTap
• API: /appointments – deploy selectable consultation durations, set buffer times for restoration site visits.
3.14. 10to8
• API: /appointments – send links for consultation slots, integrate with SMS/email reminder workflows.
3.15. OnceHub (ScheduleOnce)
• API: meetings endpoint – booking via web, direct integration with Zoom/MS Teams for remote assessment.
3.16. YouCanBook.me
• API: bookings endpoint – real-time slot availability, automatic event confirmation, personalized email.
3.17. Salesforce Scheduler
• API: /serviceAppointments – automate scheduling from lead record, trigger follow-up tasks.
3.18. Freshdesk – Freshworks CRM
• Feature: Appointments Module – embed calendar widget, auto-create CRM lead, push consultation details.
3.19. Aircall
• API: /calls and /contacts – inbound call triggers SMS with scheduling link, synchronize event post-call.
3.20. Intercom
• Feature: Messenger Apps – auto-send calendar booking link in chat after intent detection, log booking.
Benefits
4.2. Reduces double-booking and human data entry errors.
4.3. Enhances client experience with real-time self-scheduling.
4.4. Automates record-keeping and follow-up task generation.
4.5. Enables faster lead-to-client conversion for restoration services.