Zapier
Appointr offers direct integration with Zapier, allowing you to effortlessly connect your favorite apps with Appointr. Creating Zaps is straightforward and can be done in a few simple steps, which we will outline here. Here is a list of information that you can send from Appointr to other apps via Zapier:
Appointment Status
Appointment Start Date
Appointment Start Time
Appointment Start Date and Time
Appointment End Date
Appointment End Time
Appointment End Date and Time
Appointment Price
Booking ID
Custom Fields Labels
Custom Fields Data
Customer Full Name
Customer First Name
Customer Last Name
Customer Email
Customer Phone
Employee Full Name
Employee First Name
Employee Last Name
Employee Email
Employee Phone
Service Category
Service Name
Service Duration
Service Price
Extras Labels
Extras Data
Location Name
Location Address
Location Phone
To enable Zapier integration, navigate to the Features & Integrations section within Appointr. Locate Zapier and click on “Enable“. Once activated, the card will refresh to display a “Set Up” button. Click this button to access the configuration page for Zapier.
A new page will open with instructions on how to link your Zapier account. Start by clicking the “Go to Zapier” button to begin the setup process.
Add Appointr to your connected apps in Zapier
In your Zapier account, select “My Apps” (1) and search for “Appointr“. The Appointr Booking System should appear in the results field. Click on it to proceed.
When you click the “Add Connection” button on the right-hand side, Zapier will open the Appointr page for you to enter your details.
Enter the email, password, and business name for your Appointr account and click “Yes, Continue“.
Now you will be able to create Zaps for Appointr, and Appointr will appear under “My Connections“.
Creating your Zap with Zapier and Appointr
Click the “Create Zap” button in the upper left corner to start the integration.
Define a Trigger
Select “Traftt” as a trigger app.
Now specify the actual trigger. You can choose between “Booking Completed,” “Booking Canceled,” “Booking Status Changed,” “Booking Rescheduled,” and “Customer Created.” Click on one of these options and then click “Continue.” If you choose “Booking Completed,” the trigger will fire every time a new booking is made. If you choose “Booking Canceled,” the trigger will fire every time a booking is canceled.
From the dropdown, select your Appointr account and click “Continue.”
Next, click on “Test Trigger,” and Zapier should return the data, confirming that the Trigger works.
Define an Action
In the “Choose App & Event” section, search for and select “Google Sheets” as the app.
For the action event, choose “Create Spreadsheet Row” since we want a new row in the spreadsheet for each new booking in Appointr.
When you click “Continue“, you will be prompted to choose the Google account where the spreadsheet is located. Select the appropriate account and then click “Continue” to proceed.
Zapier will then ask you to map the data fields between Appointr and Google Sheets. This step is crucial for ensuring that the right information from Appointr is correctly placed into the corresponding columns in your Google Sheets spreadsheet. Match up fields like First Name, Phone, Email, etc., using the form fields provided.
After you’ve set up the mapping, it’s time to test the connection between Appointr and Google Sheets. Zapier will send test data through to your Google Sheets to confirm that everything is working correctly.
Once you’ve successfully tested the integration, your Zap is ready to be activated. Click the “Turn on Zap” button to activate it.
That’s it! Your Zap is now set up and will automatically add new booking information from Appointr to your Google Sheets spreadsheet as new rows.
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