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.
