Automate Email Notifications for Salon Bookings Using Pabbly Connect

Learn how to automate email notifications for salon bookings using Pabbly Connect. This step-by-step guide covers integration with Tidycal and Gmail. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Salon Bookings

To automate email notifications for salon bookings, start by accessing Pabbly Connect. After logging in, you can create a workflow that connects Tidycal and Gmail for seamless integration.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something like ‘Automatically Send Email for Every Tidycal Booking’ and click on ‘Create’. This initializes the automation process where Pabbly Connect serves as the central hub for your applications.

2. Connecting Tidycal to Pabbly Connect

In the newly created workflow, you will see two boxes labeled as Trigger and Action. For this integration, select Tidycal as the Trigger application. This means that whenever a new booking is made in Tidycal, it will trigger an action in Gmail.

• Select Tidycal as the trigger application.
• Choose the trigger event as ‘New Booking’.
• Click on ‘Connect’ to authorize the connection.

Once connected, Pabbly Connect will automatically capture the most recent booking details from Tidycal. This is crucial for ensuring that the correct information is sent via email.

3. Sending Email Notifications via Gmail

After successfully connecting Tidycal, the next step is to set up Gmail as the Action application. This means that when a booking is made, an email will be sent to the customer using Gmail.

Select Gmail as the Action application and choose the event as ‘Send Email’. You will need to connect your Gmail account to Pabbly Connect. Once connected, you will be prompted to fill in the email details such as recipient email, subject, and message body.

• Map the recipient email from the Tidycal booking data.
• Customize the subject line to include the customer’s name.
• Compose the email body with booking details.

This integration ensures that every time a booking is made, the customer receives an immediate confirmation email, streamlining your communication process.

4. Formatting Dates and Times in Pabbly Connect

When capturing booking details, the date and time may be in UTC format. To ensure the email reflects the correct local time, you can use the Date & Time Formatter feature in Pabbly Connect.

To format the date, add a new step in your workflow and select the Date & Time Formatter. Specify the input date format and the desired output format. Make sure to select the correct time zones for accurate representation.

For example, set the input format as ‘YYYY-MM-DDTHH:mm:ssZ’ and the output format to your local time zone. This way, the email sent to the customer will display the correct appointment time.

5. Testing and Finalizing the Integration

After setting up all the steps in Pabbly Connect, it’s crucial to test the integration to ensure everything works smoothly. You can do this by making a test booking in Tidycal and checking if the email is sent correctly.

Once you confirm that the email notification is sent with the correct details, you can finalize your workflow. Save all your settings and ensure that the automation is active.

With this setup, Pabbly Connect will check for new bookings every 10 minutes and send email notifications automatically, reducing manual workload and enhancing customer experience.

Conclusion

In this tutorial, we explored how to automate email notifications for salon bookings using Pabbly Connect. By integrating Tidycal and Gmail, you can streamline your appointment management process efficiently.