Scheduling & Calendar AutomationPurpose
1.2. Minimize manual entry errors, double bookings, and administrative delays.
1.3. Synchronize across patient management, practitioner calendars, and client reminders for seamless workflow.
1.4. Ensure prompt therapist notification, client confirmation, and resource allocation for each new booking.
Trigger Conditions
2.2. Third-party booking service (e.g., Zocdoc) confirmation.
2.3. API webhook from Online Booking or EHR platform indicating appointment creation.
2.4. SMS, email, or chatbot inquiry resulting in appointment confirmation.
Platform Variants
- Feature/Setting: Calendar API, Insert Event; Sample: Use `events.insert` endpoint with booking data.
3.2. Microsoft Outlook/Office 365
- Feature/Setting: Microsoft Graph API; Sample: POST to `/me/events` to create event from booking info.
3.3. Apple Calendar (iCloud)
- Feature/Setting: CalDAV; Sample: Use CalDAV protocol to programmatically create event in practitioner's calendar.
3.4. Zoho Calendar
- Feature/Setting: Zoho Calendar API, Create Event; Sample: POST booking details to `/calendar/create`.
3.5. Calendly
- Feature/Setting: Webhooks and API, Event Scheduled trigger; Sample: Listen for webhook, execute POST to create event in linked calendar.
3.6. Acuity Scheduling
- Feature/Setting: Acuity API, Appointments Endpoint; Sample: Create booking, push data to practitioner’s calendar.
3.7. Square Appointments
- Feature/Setting: Square API, CreateAppointment endpoint; Sample: Send booking payload to create new event.
3.8. Setmore
- Feature/Setting: Setmore API, Create Appointment; Sample: POST customer- and time-slot data to `/appointments`.
3.9. SimplyBook.me
- Feature/Setting: SimplyBook API, Booking Created event; Sample: On event, call to sync with external calendar via API.
3.10. Jotform
- Feature/Setting: Jotform Webhooks; Sample: On form submit, trigger API call to linked calendar service.
3.11. Doodle
- Feature/Setting: Doodle API integration; Sample: Capture confirmed poll, push to practitioner's calendar.
3.12. HubSpot
- Feature/Setting: Meetings API/Webhooks; Sample: Automate creation of meeting for each new booking.
3.13. Salesforce
- Feature/Setting: Salesforce Events API; Sample: Create Event object from booking trigger.
3.14. Freshdesk
- Feature/Setting: Freshdesk API; Sample: Ticket with booking type triggers calendar event creation.
3.15. Zoho CRM
- Feature/Setting: Meetings module API; Sample: Insert meeting linked to contact upon new booking.
3.16. Practice Fusion
- Feature/Setting: Appointments API; Sample: Upon patient scheduling, create synced calendar event.
3.17. Google Forms
- Feature/Setting: Webhook or Sheets out; Sample: On submission, automation via Apps Script to create calendar event.
3.18. Mailchimp
- Feature/Setting: Event-based Marketing API; Sample: Triggered journey creates event in practitioner’s calendar.
3.19. Slack
- Feature/Setting: Slack Events API; Sample: Command or booking bot creates event via integration.
3.20. Telegram
- Feature/Setting: Telegram Bot API/Webhook; Sample: Booking intent message triggers event creation in connected calendar.
Benefits
4.2. Ensures all new bookings appear instantly in practitioner and resource calendars.
4.3. Minimizes risk of double booking with live calendar updates.
4.4. Enables prompt reminders to patients and practitioners.
4.5. Improves client satisfaction with instant confirmation and streamlined process.
4.6. Enhances integration with other practice management and CRM tools.
4.7. Facilitates data-driven insights on booking patterns and practitioner availability.
4.8. Supports compliance by recording scheduling activities for audit trail.
4.9. Increases punctuality and resource preparedness.
4.10. Scales effortlessly as business grows or adds more practitioners.