Lead Generation and Client OnboardingPurpose
1.2. Automating the booking process increases student sign-ups, enables instant slot confirmation, and integrates with payment, reminder, and onboarding flows automatically.
1.3. The entire automation ensures student details, availability, instructor calendars, and confirmations are centrally managed, reducing double-bookings and errors.
Trigger Conditions
2.2. Lead captured via social media ad or Google Ad extension.
2.3. Prospective student interacts through SMS, WhatsApp, or Facebook Messenger.
2.4. Returning student selects follow-up session or re-enrollment option.
2.5. Instructor or admin requests slot via voice bot or internal dashboard.
Platform Variants
3.1. Calendly
• Feature/Setting: Configure webhook or Zapier API to trigger automations on new bookings; connect to Google Calendar and SMS/email services.
3.2. Acuity Scheduling
• Feature/Setting: Enable booking events API, automate custom forms, push data to CRM, and automate reminders via API endpoint.
3.3. Google Calendar
• Feature/Setting: Use Calendar API to automate adding, updating, and syncing appointments with system or third-party apps.
3.4. Microsoft Outlook Calendar
• Feature/Setting: Automate booking creation with Microsoft Graph API, syncing slots and availability in real time.
3.5. Zoom
• Feature/Setting: Automate new Zoom meeting scheduling through Zoom API when session requires virtual onboarding or remote lessons.
3.6. Twilio SMS
• Feature/Setting: Trigger automated SMS confirmations and reminders by using Programmable Messaging API during and after booking.
3.7. SendGrid
• Feature/Setting: Automate branded email confirmations, follow-ups, and instructor contact via SendGrid API after bookings.
3.8. Typeform
• Feature/Setting: Collect leads and booking preferences via Typeform; automate webhooks to scheduling and CRM.
3.9. HubSpot
• Feature/Setting: Automate lead and booking record creation, pipeline progression via HubSpot API.
3.10. Salesforce
• Feature/Setting: Automate new contact and opportunity creation, session scheduling, and follow-up tasking via Salesforce API.
3.11. Facebook Messenger
• Feature/Setting: Automate bookings via conversational bots, integrating Messenger API for reminders and onboarding.
3.12. WhatsApp Business
• Feature/Setting: Automate and confirm bookings with WhatsApp Business API; send reminders and answer FAQs automatedly.
3.13. Stripe
• Feature/Setting: Automate payment collection during online booking with Payment Intents API.
3.14. Jotform
• Feature/Setting: Automate form-to-calendar workflows using Jotform API and webhook integrations.
3.15. Docusign
• Feature/Setting: Automate sending legal waivers or onboarding documents for e-signature upon booking with DocuSign API.
3.16. Slack
• Feature/Setting: Automate new booking notifications to admin/instructors through Slack API.
3.17. Google Sheets
• Feature/Setting: Automate lead and booking data insertion, updates, and sync with Google Sheets API.
3.18. Mailchimp
• Feature/Setting: Automate welcome/onboarding email sequences upon booking via Mailchimp API.
3.19. Freshdesk
• Feature/Setting: Automate ticket creation and support flow for new or missed bookings with Freshdesk API.
3.20. Zapier
• Feature/Setting: Automate multi-platform data flows using custom Zaps, connecting Calendly, Google Calendar, CRM, and comms.
3.21. Pipedrive
• Feature/Setting: Automate pipeline stage changes, follow-ups, and data sync for leads to bookings via Pipedrive API.
3.22. Intercom
• Feature/Setting: Automate live chat-driven bookings, follow-up sequences, and data sync via Intercom API.
Benefits
4.2. Automates payment, intake, and onboarding, accelerating the lead-to-client conversion.
4.3. Automates calendar sync to prevent resource conflicts and optimize instructor utilization.
4.4. Minimizes manual entry, automates communications, and increases student satisfaction.
4.5. Automates reporting and analytics, providing actionable business insights automatedly.