ApproveThis manages your Setmore Appointments Integration approvals.

When Scheduling Meets Approval Authority

Let's be real: approval processes are where productivity goes to die. Someone books an appointment in Setmore, then starts chasing down managers via Slack, email, and carrier pigeon to get it approved. Meanwhile, your client's waiting, your team's annoyed, and you're stuck playing detective trying to track who signed off on what.

ApproveThis fixes this by adding guardrails – not red tape – to your Setmore workflows. We're talking automatic approval triggers when appointments get booked, instant notifications to the right people, and clear audit trails. It's like giving your scheduling process a backbone without slowing it down.

Why This Combo Doesn't Just "Work" – It Actually Solves Sh*t

Setmore handles the "when" – appointments, classes, consults. ApproveThis handles the "who says so" – approvals, compliance checks, budget sign-offs. Together, they make sure nothing gets booked unless it's legit. Here's the breakdown:

Setmore's Game

Scheduling, client self-booking, calendar sync. Great for getting things on the calendar. Not so great at answering:

• "Does this client get the premium package without VP approval?"
• "Is this consultant allowed to book 10+ hours/week?"
• "Who okayed this non-refundable deposit?"

ApproveThis' Add-On

Custom rules that trigger before or after the appointment hits the calendar:

• Auto-approve standard bookings under $1k
• Flag appointments needing legal review
• Require department head sign-off for VIP clients

Bonus: Approvers only need ApproveThis access – no extra Setmore licenses. Perfect when dealing with external partners or execs who shouldn't have full system access.

Real-World Uses That Don't Suck

This isn't about "streamlining workflows" (gag). It's about fixing specific pains for teams who actually have sh*t to do:

1. Healthcare Clinics: Stop No-Show Roulette

Problem: Patients book specialist appointments online, but front desk needs to verify insurance eligibility first. Cue phone tag and last-minute cancellations.

Fix: Auto-trigger an ApproveThis request when a new patient books in Setmore. Insurance team approves/denies via email. Only approved appointments sync to doctor calendars. Setmore stays clean, billing doesn't get stuck with invalid claims.

2. Law Firms: Client Concierge Without the Risk

Problem: Paralegals schedule client meetings, but certain cases require partner approval before committing time slots.

Fix: Any Setmore booking tagged "High-Profile Client" kicks to ApproveThis. Partners get SMS alerts, approve/deny in two clicks. Meetings auto-confirm or release the slot. No more overbooked attorneys or pissed-off clients.

3. Field Service Companies: Dispatch That Doesn't Bleed Cash

Problem: Customers book emergency call-outs via Setmore, but some jobs require senior tech approval based on complexity.

Fix: Jobs over 4 hours or tagged "HVAC Emergency" need ApproveThis sign-off. Dispatchers see real-time approval status, assign only validated jobs. Cuts down on wasted truck rolls.

Setup That Takes Less Time Than Your Morning Coffee

Using Zapier, connect Setmore + ApproveThis in three steps:

1. Trigger: "New Appointment in Setmore"
2. Filter (optional): Only route appointments that meet criteria (dollar amount, client type, etc.)
3. Action: "Create Approval Request in ApproveThis" with mapped fields (client name, service type, cost)

Pro Tip: Use ApproveThis' approval thresholds to auto-approve routine bookings. Save human reviews for exceptions.

Department-Specific Wins

Operations Teams

Stop being the approval middleman. Custom workflows in ApproveThis mean:

- Auto-escalate if approvers don't respond in 24hrs
- Reassign approvals when someone's OOO (no more "Sorry, I was on PTO" excuses)
- See dashboards showing approval bottlenecks

Finance Teams

Budget control without micromanaging:
- Require CFO approval for appointments over $X
- Attach PO numbers or cost centers to approvals
- Audit trails for every booking decision

Client-Facing Teams

Better client experience without back-office chaos:
- Let clients self-book without giving away the farm
- Instant approval confirmations via email/SMS
- Reschedule approved appointments without re-approval (if within original scope)

The Unsexy (But Critical) Details

Approval Groups: Need three department heads to okay a corporate training booking? Set consensus or sequential approval paths.

Calculated Fields: Automatically flag appointments that exceed hourly limits or budget caps based on real-time math.

Email Approvals: Approvers can reject/approve via email – no app login required. Perfect for externals.

No, This Isn't "One More Tool"

ApproveThis doesn't replace Setmore – it enforces the rules your team already (theoretically) follows. The result?

- Fewer compliance fires
- Faster client onboarding
- Less manual approval babysitting

And because it's Zapier-based, IT won't hate you. Updates sync automatically, no custom API work needed.

Cool. How Do I Stop the Approval Madness?

If your team spends more than 10hrs/week chasing appointment approvals, you're bleeding money. ApproveThis + Setmore fixes that. Get started free or schedule a 15-minute demo. We'll show how to set up your first automated approval flow while you finish that coffee.