One Time Booking Link in Workflows

One Time Booking Link in Workflows

February 05, 20241 min read

Revolutionize your appointment scheduling with our latest CRM feature! Now, effortlessly create one-time booking links within workflows, providing you with enhanced control, increased automation, and a streamlined booking experience for your busy small business.

One Time Booking Link in Workflows: Now, with our CRM, you can create one-time booking links within workflows, streamlining the process of scheduling appointments without the hassle of repetitive bookings.

⭐️ Why Does It Matter To Your Business?

  • Effortless Scheduling: Simplify appointment scheduling by generating unique booking links for one-time use.

  • Enhanced Automation: Seamlessly integrate one-time booking links into your workflows for a more streamlined and automated booking process.

  • Increased Control: Maintain control over your calendar by ensuring recipients can't repeatedly book without your permission, enhancing security and convenience.

⭐️ How To Use One Time Booking Link in Workflows: To start using this feature, follow these straightforward steps:

  1. Access the Automation tab from the left navigation menu then workflows and click “+ Create Workflow.”

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  1. Create from scratch or use a template.

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  2. Add a trigger according to your requirements for example we are using "Contact Created.”

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  3. Now Add the action " Generate One Time Booking Link.”

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  4. Select your calendar.

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  5. Now you can add action Emails/SMS.

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  6. In the Email body click on the custom values and add the "Generate One Time Link" custom values.

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  7. This is an overall look of the Email after adding the custom field. After completing the Email click the save button.

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Take advantage of this feature to enhance your scheduling efficiency and automate your appointment processes effortlessly. Explore the Workflow Builder today for a more flexible and controlled approach to one-time bookings.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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