Step 1: Create a Google Sheet with a header row (eg: Name, Email, Phone Number, Service Type, Starting Date, Starting Time, Ending Time, Amount Paid)
Step 2: Go to zapier.com
Step 3: >> Click on MAKE A ZAP >> Choose OMNIFY as TRIGGER >> Select BOOKING DETAIL as Trigger Event >> Click on CHOOSE YOUR ACCOUNT >> Connect a new account to login with your Omnify Account >> Choose a Business to set up trigger >> Click on TEST TRIGGER. Connecting Omnify with Zapier is done successfully.
Step 4: >> Choose GOOGLE SHEETS as ACTION >> Choose to CREATE SPREADSHEET ROW >> Connect a new account to login with your Google Sheet Account >> Select Drive as MY GOOGLE DRIVE >> Choose the name of the spreadsheet >> Choose the name of the worksheet >> Map the details with the header Click on TEST TRIGGER. Connecting Omnify with Google Sheet is done successfully. The test details will be populated on the google sheet.
Step 5: Turn on the Zap. Sit back and relax!
Various other use cases like member check-ins, renewals, new leads, and client details can be done in a similar way with changes in corresponding triggers in Omnify and actions in Google Sheets.
Click here to play the video tutorial.
For any queries or support, reach out to firstname.lastname@example.org.