Workflow Action - Generate One Time Booking Link

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. !(https://assets.patientcopilot.ai/dfb3dedacb7d3164.png) 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.’ !(https://assets.patientcopilot.ai/225b813c1c50bcbb.png) 3. Choose the calendar for which you want to generate the one-time link. !(https://assets.patientcopilot.ai/9b8f1e3cb7221746.png) 4. Share the Generated Link: To share the link with your contact, add a communication action (e.g., email) to your workflow. !(https://assets.patientcopilot.ai/b16af1d115e58220.png) 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.’ !(https://assets.patientcopilot.ai/b1d742752d0719ab.png) 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.