ApproveThis manages your BOOKM Integration approvals.

When Approval Workflows Meet Scheduling Intelligence

Modern businesses face two universal challenges: getting timely decisions from stakeholders and coordinating schedules across teams. ApproveThis solves the first problem with structured approval automation, while BOOKM tackles the second with intelligent scheduling. Together, connected through Zapier, they create a closed-loop system where approved actions automatically trigger calendar events – and scheduled appointments initiate review processes.

What Each Platform Does Best

ApproveThis: The Approval Engine

ApproveThis replaces email chains and sticky notes with audit-ready approval workflows. Financial controllers use it to validate expenses over $10K. HR teams automate leave request approvals. Legal departments route contract sign-offs through predefined chains. Key differentiators:

• Conditional approval paths (e.g., escalate to CFO only for deals >$500K)
• Real-time dashboards showing exactly where each request is stuck
• Email approvals for external partners who shouldn't access internal systems

BOOKM: The Scheduling Hub

BOOKM eliminates calendar tetris for service businesses. Consultants share availability links for discovery calls. Medical offices let patients self-book follow-ups. Salons manage stylist schedules across locations. Its strength lies in reducing scheduling friction through:

• Customizable booking pages with service/product catalogs
• Buffer times between appointments
• Automated reminders to reduce no-shows

Three Strategic Benefits of Integration

1. Prevent Overcommitment Through Approval Gates

A marketing agency using BOOKM for client onboarding calls could automatically require partner approval before booking enterprise-level prospects. ApproveThis would route the request to the Client Services Director, checking for bandwidth conflicts.

2. Turn Approvals Into Actionable Events

When a procurement request gets approved in ApproveThis, the integration can immediately book a vendor kickoff meeting in BOOKM – no manual entry needed. This creates accountability, as the approved budget now links directly to execution timelines.

3. Audit Compliance Across Systems

Healthcare providers must document approval chains for patient referrals. With this integration, every BOOKM-scheduled specialist appointment automatically references the ApproveThis case ID containing insurance approvals and clinical notes.

Real-World Workflow Examples

Consulting Firms: Protect Partner Time

When a junior associate books a new client diagnostic session via BOOKM:

1. ApproveThis automatically checks if the prospect matches ideal client criteria
2. If deal size exceeds $50K, routes to a partner for approval
3. Upon approval, BOOKM confirms the meeting and blocks the partner's calendar

Healthcare: Coordinate Patient Care

After a physician recommends an MRI:

1. Staff submits insurance pre-auth request via ApproveThis
2. Once approved, BOOKM schedules the imaging appointment
3. Both systems update the patient portal simultaneously

Education: Manage Facility Requests

A teacher wants to book the auditorium for a weekend event:

1. BOOKM submission triggers ApproveThis workflow
2. Custodial staff approves cleaning feasibility
3. Finance approves overtime budget
4. Upon dual approval, BOOKM confirms the reservation

Technical Setup Made Simple

Using Zapier, connect ApproveThis and BOOKM in 15 minutes:

1. In Zapier, choose BOOKM's "New Appointment" trigger
2. Map key booking details to ApproveThis fields (client name, meeting type)
3. Set approval rules – thresholds, required approvers, deadlines
4. Test with a real BOOKM appointment to confirm auto-request creation

Why Teams Choose This Combo

Operations Managers

Prevent double-booking executive time by requiring approval before high-stakes meetings appear on calendars. Use ApproveThis' vacation delegation to reroute requests when approvers travel.

Finance Teams

Link BOOKM appointments to budget codes. If a department exceeds quarterly meeting budgets, ApproveThis automatically blocks new bookings until next quarter.

External Collaborators

Contractors approve project milestones via email without BOOKM logins. Approved deliverables trigger automatic scheduling of payment review meetings.

Beyond Basic Integrations: Advanced Tactics

Dynamic Scheduling Based on Approval Type

Map different approval workflows to specific BOOKM booking pages. A "VIP Client Onboarding" approval in ApproveThis could trigger a BOOKM link with executive availability, while standard approvals use team calendars.

Two-Way Status Updates

If a BOOKM appointment gets rescheduled, update the original ApproveThis request with new time stamps. This maintains audit trails when external factors delay projects.

Getting Started

Ready to replace approval bottlenecks and scheduling chaos with automated workflows?

Next steps:

1. Register for ApproveThis (free 14-day trial)
2. Connect your existing BOOKM account via Zapier
3. Clone pre-built templates for common approval-scheduling scenarios

For complex use cases like healthcare compliance or multi-department approvals, request a custom demo to see conditional logic and calculated fields in action.