Workflow Action - Generate One Time Booking Link

TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• How to Configure
• Example

Overview

A one-time link is a unique scheduling link that automatically expires upon booking. With the 'Generate One-Time Booking Link' action, users can now effortlessly create these links directly within their workflow.

Action Name

Generate One Time Booking Link

Action Description

This action eliminates the manual effort involved in link creation, ensuring a seamless and error-free scheduling process. This action offers a dynamic, effective, and flexible approach to managing bookings, providing users with greater control and adaptability.

How to Configure

To generate dynamic One-Time Links within your workflow, follow these simple steps:

1. Create a Workflow: Start by creating a workflow in your account. Define the trigger that initiates the workflow based on your specific needs.

2. Add the 'Generate One-Time Booking Link' Action: Within your workflow, add an action. Navigate to the 'Appointments' category and select 'Generate One Time Booking Link.'

3. Choose the calendar for which you want to generate the one-time link.

4. Share the Generated Link: To share the link with your contact, add a communication action (e.g., email) to your workflow.

5. Add the Custom Value: Insert the unique one-time link that will get generated each time a trigger is activated, into the email body using a custom value. Select 'Generate One Time Booking Link' and choose 'One Time Link.'

6. Customize Email Body: Customize the email body as needed and click 'Save.'

7. Publish Workflow: Once your workflow is set up, publish it. Now, each time a contact enters the workflow triggered by your defined condition, a unique one-time link will be generated and sent to them via email.

Example

Send a One Time Booking Link to a user who has submitted a Form

Trigger

Form Submitted - Add the trigger and select the form on submitting which the user should get a booking link.

Action

Generate One time booking link - Add the action and select the Calendar.

Send Email - In the email action, use custom value picker to add the One Time Booking Link in the email.

Outcome

As soon as a customer submits the form they will receive a booking link to your calendar and they can use that to schedule an appointment.