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Set a Time Integration

ApproveThis manages your Set a Time Integration approvals.

April 17, 2025

Integration Category: Scheduling

When Scheduling Meets Approval Power

Let's cut through the corporate speak: most appointment scheduling tools are glorified calendars. Set a Time handles the booking part well, but what happens when you need actual human decisions before that meeting gets confirmed? That's where 87% of teams hit a wall. Enter ApproveThis - the missing piece that turns "maybe" into "confirmed" without the endless Slack pings.

Here's the dirty secret no one talks about: scheduling isn't just about availability. It's about budget approvals, client vetting, resource allocation, and compliance checks. By connecting Set a Time with ApproveThis through Zapier, you're not just booking meetings - you're building guardrails that prevent overpromising, double-booking, and rogue commitments.

Why This Combo Works (When Others Don't)

Set a Time solves the "when" problem. ApproveThis solves the "who says so" problem. Together, they handle the two core questions every business commitment needs:

Real-World Scenarios We've Killed

The Marketing Agency Nightmare: Junior coordinator books a client brainstorm for next Thursday. Problem? No one approved the project scope. Result: 8 people waste 2 hours discussing something that wasn't greenlit.

The Fix: New Set a Time appointment → Auto-check if project ID exists in your CRM → If not, route to PM for approval in ApproveThis → Only confirm meeting AFTER approval. No more phantom projects.

The Hidden Cost of "Easy" Scheduling

Set a Time makes booking effortless, which is great... until you realize 22% of those meetings shouldn't have happened. We've seen:

  • Facilities teams booking equipment maintenance without checking inventory
  • Sales reps locking in demos for unqualified leads
  • HR scheduling interviews before salary bands get approved

ApproveThis adds the necessary friction - not to slow things down, but to prevent costly backtracking.

Two Ways This Integration Saves Sanity

1. The Gatekeeper Flow

Trigger: New appointment in Set a Time
Action: Create approval request in ApproveThis
Who Needs This: Teams where commitments = money spent

Example: A healthcare clinic using Set a Time for patient visits. New specialist appointment? ApproveThis checks insurance pre-auth status via integrated EHR system. No approval? Auto-decline the booking with a custom message about pending insurance verification.

2. The Auto-Commit Flow

Trigger: Approval granted in ApproveThis
Action: Book appointment in Set a Time
Who Needs This: Teams with complex prep requirements

Example: Manufacturing company approves a client factory tour. Zapier pushes approved dates to Set a Time, which checks safety officer availability and facility readiness dates. Only shows slots that actually work.

Setup That Takes Less Time Than Your Daily Standup

We'll skip the technical jargon. If you can order DoorDash, you can set this up:

Basic Connection Steps

1. In Zapier, choose Set a Time as trigger app
2. Pick "New Appointment" as trigger event
3. Connect ApproveThis as action app
4. Map these critical fields:
- Appointment type → Approval category
- Client email → Approver list
- Meeting cost (if using calculated fields) → Approval threshold

Pro Tip: Enable ApproveThis' calculated fields to auto-flag high-cost appointments. Example: If Set a Time shows a 3-hour boardroom booking, ApproveThis can auto-route to Facilities if the cost exceeds $500/day.

Department-Specific Wins

Operations Teams

Stop being the meeting police. Set rules like:
- Any external visitor booking → Must have approved NDA on file
- Equipment-heavy meetings → Auto-check maintenance schedules
Uses ApproveThis' conditional logic to skip unnecessary approvals.

Finance Teams

Finally track the real cost of meetings. How?
- Pull room/equipment rates from your CMS into Set a Time
- Push total cost to ApproveThis' calculated fields
- Auto-approve under $1K, escalate above
Bonus: Export approved meeting costs directly to your ERP.

HR Teams

Interview scheduling that doesn't make managers hate you:
- Candidate picks time in Set a Time
- ApproveThis pings hiring manager + compensation team
- Only confirms slot once salary band gets approved
Uses approval groups to parallel-track discussions.

Features You'll Actually Use

We're not here to sell you bloatware. Key features that matter here:

Email Approvals That Don't Suck

Approvers get a clean email with:
- One-click approve/deny
- Key details pulled from Set a Time
- No login required (seriously - they don't need ApproveThis accounts)

Vacation Coverage That Works

Set a Time shows someone's available... but they're OOO. ApproveThis' vacation delegation:
- Auto-reassigns approvals
- Updates Set a Time availability
- Notifies original approver post-PTO

The Unspoken Benefit: Client Trust

When external partners book through your Set a Time link, they assume it's confirmed. Then comes the "Actually..." email. With ApproveThis baked in:

- Clients see real-time approval status
- Get automated updates if timelines shift
- No more awkward "Who approved this?" conversations
All without giving clients access to your internal systems.

Getting Started Without the BS

This isn't some enterprise software rollout. Start small:

1. Pick one problematic workflow (client onboarding? Equipment rentals?)
2. Set up a single Zap between Set a Time and ApproveThis
3. Run it parallel to existing process for a week
4. Crush the old system once you see it working

Register for ApproveThis, connect your Set a Time account, and stop being the middleman in your own processes. Or if you're the "talk to a human first" type, book a 12-minute demo where we'll show actual examples from your industry.

Wait, What About...?

"We Have Custom Fields in Set a Time"

Good. Map them to ApproveThis' dynamic fields. Example: A "Project Code" dropdown in Set a Time can auto-assign approvals based on department budgets.

"Our Approvers Change Frequently"

ApproveThis handles that better than your ex handles closure. Use approval groups instead of individual names. When HR updates your directory, groups auto-update.

"We Need Exec Reporting"

ApproveThis dashboards show:
- Average approval time per meeting type
- Most common rejection reasons
- Cost of delayed approvals
Exportable as CSV if you really want to PowerPoint that.

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Integrate with Set a Time Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Set a Time

Suggested workflows (and their Zapier components) for Set a Time

Create approval requests for new appointments

When a new appointment is booked in Set a Time, this automation initiates an approval request in ApproveThis for validation. It ensures that all appointments meet predetermined business rules before confirmation. *Note: Review approval settings in ApproveThis for optimal configurations.*

Zapier Components

Set a Time Logo

Trigger

New Appointment

Triggers when a new appointment is made, created, or booked.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create new appointment for new approval requests

Whenever a new approval request is initiated in ApproveThis, this automation schedules a new appointment through Set a Time. It streamlines the process by directly linking approval workflows to appointment scheduling. *Note: Ensure input fields in Set a Time are mapped correctly.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Set a Time Logo

Action

Create New Appointment

Create a new appointment on Set a Time.