Service & Booking ManagementPurpose
1.2. Automatedly collect attendee details, automate payment processing, integrate calendar management, automate staff assignments, and automate analytics reporting.
Trigger Conditions
2.2. Manual entry by staff in POS/CRM.
2.3. Automated payment confirmation event.
2.4. Calendar event creation or update.
2.5. Attendance check-in via QR scan.
Platform Variants
3.1. Google Forms
• Feature/Setting: Use "Form Submission" trigger.
• Automates: Captures new bookings as form responses and pushes to database/API.
3.2. Shopify (POS + Online Store)
• Feature/Setting: Configure "Order Created" webhook and "Product Type: Class".
• Automates: Triggers registration and inventory allocation for class bookings.
3.3. Eventbrite
• Feature/Setting: "Order Placed" or "Attendee Registered" webhook/API.
• Automates: Extracts registration data, updates CRM and calendar automatically.
3.4. Zapier
• Feature/Setting: "Event Registration" trigger, multi-step automation flows.
• Automates: Connects registration, confirmation emails, and CRM update.
3.5. Mailchimp
• Feature/Setting: "Audience Signup" API and "Automated Email Series".
• Automates: Sends automated registration confirmations and reminders.
3.6. Calendly
• Feature/Setting: "Invitee Created" webhook/API.
• Automates: Syncs bookings with Google/Outlook calendar.
3.7. Twilio SMS
• Feature/Setting: "Programmable SMS" API.
• Automates: Sends automated registration and reminder messages.
3.8. Stripe
• Feature/Setting: "Payment Succeeded" webhook/API.
• Automates: Confirms spot upon successful payment, activates next automation steps.
3.9. Outlook Calendar
• Feature/Setting: "Event Created" trigger via Microsoft Graph API.
• Automates: Adds booked classes to staff calendars.
3.10. Slack
• Feature/Setting: "Incoming Webhook" or "Bot Message" action.
• Automates: Notifies staff about new class registrations in real time.
3.11. Salesforce
• Feature/Setting: "Create Lead/Contact" automation.
• Automates: Injects attendee details into CRM for follow-up and segmentation.
3.12. HubSpot
• Feature/Setting: "Form Submission" or "Contact Created" workflow.
• Automates: Automates the onboarding/nurturing email sequence per attendee.
3.13. Google Sheets
• Feature/Setting: "New Row" trigger via API.
• Automates: Logs registrations, automates tracking for reporting and analytics.
3.14. DocuSign
• Feature/Setting: "Envelope Sent/Completed" API.
• Automates: Sends/receives e-signature waivers pre-class.
3.15. Microsoft Teams
• Feature/Setting: "Incoming Webhook/Channel Message".
• Automates: Updates staff channels with class status and capacity alerts.
3.16. WooCommerce
• Feature/Setting: "Order Created" hook for bookings.
• Automates: Connects web-based registrations to payment and CRM flows.
3.17. Airtable
• Feature/Setting: "New Record" trigger.
• Automates: Centralizes all bookings for automatable resource scheduling.
3.18. Typeform
• Feature/Setting: "Form Submission" webhook.
• Automates: Collects attendee preferences, auto-assigns to tailored classes.
3.19. Pipedrive
• Feature/Setting: "New Deal" trigger.
• Automates: Tracks registration as a pipeline deal for sales follow-up.
3.20. Trello
• Feature/Setting: "Card Created" automation.
• Automates: Schedules class prep tasks as automated cards for staff.
3.21. QuickBooks
• Feature/Setting: "New Sales Receipt" event.
• Automates: Records workshop payments, automates financial reporting.
Benefits
4.2. Automated reminders and confirmations reduce no-shows.
4.3. Automates payment, waiver, and onboarding processes for seamless experience.
4.4. Automates analytics/reporting for marketing and resource planning.
4.5. Enables fully automatable, scalable class operations across multiple store locations.