Business Services Blog Post

Business Services Professionals

Automate with Integrations... Learn how our clients are using Bookafy along with their existing tools to automate their client interactions.

Booking appointments, by itself... isn't that interesting. But, what if your organization could save a ton of time and money by automating many of the tasks your team is doing manually? In this post, we will share several ways our clients are using integrations between Bookafy and other programs to automate their clients interactions.

Lets begin...

New Customers
It all starts with web traffic, right? We are going to share information on converting visitors to clients, and also tracking their actions.

Step 1. Use Bookafy Button generator to add your CTA button to your website.
With Bookafy, you can add a call to action on your website... we provide copy/paste code that can be applied to any existing website. You can use this button to set intro calls or new client meetings. This is the beginning step of the funnel.

Step 2.
You can use Google analytics and Facebook pixels to track your potential clients initial website visit. Then, you will add your tracking code (from google/facebook) to Bookafy. Then, you create a new action in Google that says, anytime an appointment is created... this becomes an action. Once an appointment is booked.... Bookafy will ping google alert of the event. This is the first step in tracking a website visitor to a potential client with intent.

Step 3. Once the appointment is made, Bookafy will automatically sync to your personal calendar and send appointment confirmation messages and reminders. You can choose when the reminders go out, and we will send a SMS Text reminder and Email before each appointment.

Step 4. Integrate your CRM with Bookafy and everytime a new event is created, Bookafy will create a new event for that client.

Appointments Booked, Calendar synced, Contact Created in CRM, Event Created in CRM.

With the 4 steps above, you can now track a client from visitor to customer with Bookafy and your existing software.

Existing Customers
The bread and butter of business lies in the relationships between you and your clients. At Bookafy, we want to help you automate how you interact in a predictable and scaleable way.

Account Review Meetings:
Whether you want to meet your clients quarterly, 2x yearly or yearly... we can help.

Step 1. Create an appointment type for this special case. Maybe call it, Yearly Review.
Step 2. Create the rules on which this appointment can be made... only certain times/days.
Step 3. Sync these actions with your CRM.
Step 4. Inside your CRM you can send your clients a link to book their review meeting. Once the appointment is made, the CRM will be updated to show the event.
Step 5. Inside of your CRM, you can determine who has booked their review, and who still needs to book... if they still need to book... you can create a follow up email asking them again to schedule a call.

Regular calls, meetings, coffee, support:

Say goodbye to "what time works best, and just let your clients book time on your calendar.

Step 1. First you will sync your personal calendar with Bookafy. This will help us show your real time availability, and prevent double bookings.
Step 2. Create a button for your email signature... that links to your Bookafy booking page.
Step 3. Add your booking page to your website with our Button Builder or Iframe code...
Step 4. Now, clients can book directly on your website... or if you are emailing with them, you can respond "use the link below and grab a time on my calendar.
Step 5. We will automatically add the event to your personal calendar, your CRM... and we will send the client a calendar invite as well as reminders before the appointment.
Step 6. We can include a Zoom link or any special instructions ("I'll call you at the specified time" or "Use this link for our call")

Thats it. The whole process is automated... your customers will get great service and you have ZERO things to do before the call starts. You don't have to worry about anything besides showing up to the call ontime.

Awesome right?

If you need any other tips on getting set up, please book a call with our team! We would love to help!

Integration = Automation
Bookafy integrates with many of the worlds best software products

BOOKING LOGIC FOR EVERY SITUATION

More Features...

You're in good company
We're already supporting over 11,000 businesses worldwide!

No credit card required.

Simple pricing. Choose a plan, make your life easier.

Save $2 per month on Annual

[wbr-pricing-table id=24582]

Save Time & Money Today

Try Bookafy free

Put online booking, automatic reminders, and calendar sync to work for your business. Free to start — no credit card required.

Start your free trial See how it works →

Frequently asked questions

What is the best appointment scheduling software for a small business?

Bookafy is appointment scheduling software built for small businesses: clients book online 24/7, automatic text and email reminders cut no-shows, and your calendars stay in sync — at a friendly per-user price.

Does Bookafy reduce no-shows?

Yes. Bookafy sends automatic text and email reminders before every appointment, which is one of the most effective ways to reduce no-shows.

Can clients book online 24/7 with Bookafy?

Yes. Bookafy gives you a booking page and embeddable widget so clients can self-schedule any time, from your website, Google, or a shared link.

How much does Bookafy cost?

Bookafy is a simple monthly subscription with a free trial and no credit card required. See the pricing page for current plans.

Business Services Professionals

Automate with Integrations... Learn how our clients are using Bookafy along with their existing tools to automate their client interactions.

Existing CustomersThe bread and butter of business lies in the relationships between you and your clients. At Bookafy, we want to help you automate how you interact in a predictable and scaleable way.

Integration = AutomationBookafy integrates with many of the worlds best software products

BOOKING LOGIC FOR EVERY SITUATION

Multi Calendar Aggregation

Custom Colors, Fonts & Styling

SMS Text Reminders

Free Website Booking Page

Beautiful Mobile Booking

Group & Class Scheduling

Look Busy Feature

Accept Payments

Video Conferencing

Enterprise Plans

Book 2+ Staff in One Meeting

Book 2+ Customers

Exchange Connect

Embed Custom Button

Partner Program

Skills Based Routing

Open API

Whitelabel or Private Label

More Features...

You're in good companyWe're already supporting over 11,000 businesses worldwide!

Simple pricing. Choose a plan, make your life easier.

Save $2 per month on Annual

Save Time & Money Today

Try Bookafy free

Frequently asked questions

Bookafy

"See why +25,000 organizations in 180 countries around the world trust Bookafy!Feature rich, beautiful and simple. Try it free for 7 days"

Casey Sullivan

Founder

Bookafy

"See why +25,000 organizations in 180 countries around the world trust Bookafy for their online appointment booking app! Feature rich, beautiful and simple. Try it free for 7 days"

Casey Sullivan

Founder

Existing Customers
The bread and butter of business lies in the relationships between you and your clients. At Bookafy, we want to help you automate how you interact in a predictable and scaleable way.

Integration = Automation
Bookafy integrates with many of the worlds best software products

You're in good company
We're already supporting over 11,000 businesses worldwide!

"See why +25,000 organizations in 180 countries around the world trust Bookafy!

Feature rich, beautiful and simple. Try it free for 7 days"

"See why +25,000 organizations in 180 countries around the world trust Bookafy for their online appointment booking app!

Feature rich, beautiful and simple. Try it free for 7 days"