Seamless Appointment Booking & Communication
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Automate your appointment scheduling process with an intelligent form that captures essential details and ensures clear communication. This workflow streamlines lead capture and confirmation for a seamless client experience.
About This Workflow
This n8n workflow revolutionizes how you manage appointment requests. It starts with a customizable form designed to gather crucial information like your name, email, and a detailed enquiry. For enhanced security and user experience, it includes intelligent bot detection and attribution tracking.
Before proceeding, users are presented with important terms and conditions, ensuring informed consent. The system then intelligently prompts for preferred date and time, offering available slots and avoiding weekends. All gathered data is consolidated into a clear, actionable format. Finally, a confirmation email is automatically sent to the client, summarizing their request and informing them of the next steps, while also providing an internal summary for your records.
Key Features
- Intelligent Appointment Form: Capture essential client details with a customizable, user-friendly form.
- Automated Scheduling: Dynamically offer available dates and times, streamlining the booking process.
- Terms & Conditions Gate: Ensure user acknowledgment of crucial booking policies.
- Automated Confirmation Emails: Keep clients informed with personalized summaries of their requests.
- Bot Protection & Attribution: Enhance form security and track lead sources effectively.
How To Use
- Configure the
n8n Form Trigger: Customize the form title, description, and fields (Name, Email, Enquiry) to match your needs. SetignoreBotsto true andappendAttributionto true for better data quality and tracking. - Define Date & Time Options in
Enter Date & Time: Adjust thejsonOutputto reflect your available business days and hours. The current setup offers 5 business days and a selection of hourly slots. - Implement Terms & Conditions in
Terms & Conditions: Clearly state your terms in theformDescription. Configure theformFieldsto require explicit user acceptance. - Set Up Conditional Logic with
Has Accepted?: Ensure that the workflow proceeds only if the user accepts the terms and conditions by configuring theconditionsto check for the acceptance phrase. - Consolidate Form Data in
Get Form Values: Map the incoming form data to create a structured object, including a parseddateTimefor easy use. - Automate Email Notifications in
Send Receipt: Configure your Gmail credentials and customize the emailmessageandsubjectto include relevant details from the submitted form. - Finalize Appointment Confirmation in
Form End: Customize thecompletionMessageto provide a reassuring confirmation to the user, summarizing their submitted details.
Apps Used
Workflow JSON
{
"id": "309485f1-3f84-4def-a307-0b2a2d0a029e",
"name": "Seamless Appointment Booking & Communication",
"nodes": 14,
"category": "Marketing",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 309485f1-3f84...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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