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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.
How to Configure (image 1 of 5)What this shows 1.What this showsIllustrates the "How to Configure" section of "Workflow Action - Generate One Time Booking Link".This screenshot appears in the "How to Configure" section of "Workflow Action - Generate One Time Booking Link". The text alongside this image reads: 1. Create a Workflow: Start by creating a workflow in your account. Define the trigger that initiates the workflow based on your specific needs. Immediately after, the guide continues: 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.'.Image 1 of 5What this covers1. Create a Workflow: Start by creating a workflow in your account. Define the trigger that initiates the workflow based on your specific needs.
Buttons and menus referenced3. Choose the calendar
Next step2. 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.'
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.'
How to Configure (image 2 of 5)What this shows 2.What this showsIllustrates the "How to Configure" section of "Workflow Action - Generate One Time Booking Link".This screenshot appears in the "How to Configure" section of "Workflow Action - Generate One Time Booking Link". The text alongside this image reads: 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.'. Immediately after, the guide continues: 3. Choose the calendar for which you want to generate the one-time link.Image 2 of 5What to choose2. 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.'
Buttons and menus referenced3. Choose the calendar
Next step3. Choose the calendar for which you want to generate the one-time link.
3. Choose the calendar for which you want to generate the one-time link.
How to Configure (image 3 of 5)What this shows 3.What this showsIllustrates the "How to Configure" section of "Workflow Action - Generate One Time Booking Link".This screenshot appears in the "How to Configure" section of "Workflow Action - Generate One Time Booking Link". The text alongside this image reads: 3. Choose the calendar for which you want to generate the one-time link. Immediately after, the guide continues: 4. Share the Generated Link: To share the link with your contact, add a communication action (e.g., email) to your workflow.Image 3 of 5What to choose3. Choose the calendar for which you want to generate the one-time link.
Buttons and menus referenced3. Choose the calendar
Next step4. Share the Generated Link: To share the link with your contact, add a communication action (e.g., email) to your workflow.
4. Share the Generated Link: To share the link with your contact, add a communication action (e.g., email) to your workflow.
How to Configure (image 4 of 5)What this shows 4.What this showsIllustrates the "How to Configure" section of "Workflow Action - Generate One Time Booking Link".This screenshot appears in the "How to Configure" section of "Workflow Action - Generate One Time Booking Link". The text alongside this image reads: 4. Share the Generated Link: To share the link with your contact, add a communication action (e.g., email) to your workflow. Immediately after, the guide continues: 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.'.Image 4 of 5What this covers4. Share the Generated Link: To share the link with your contact, add a communication action (e.g., email) to your workflow.
Buttons and menus referenced3. Choose the calendar
Next step5. 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.'
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.'
How to Configure (image 5 of 5)What this shows 5.What this showsIllustrates the "How to Configure" section of "Workflow Action - Generate One Time Booking Link".This screenshot appears in the "How to Configure" section of "Workflow Action - Generate One Time Booking Link". The text alongside this image reads: 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.'. Immediately after, the guide continues: 6. Customize Email Body: Customize the email body as needed and click 'Save.'.Image 5 of 5What to choose5. 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.'
Buttons and menus referenced3. Choose the calendar
Next step6. Customize Email Body: Customize the email body as needed and click 'Save.'
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.
