Skip to content
Udio Integration

ApproveThis manages your Udio Integration approvals.

April 17, 2025

Integration Category: Scheduling

When Booking Management Meets Approval Automation

Let’s cut through the noise: Udio keeps your bookings organized, while ApproveThis keeps decisions moving. Together, they turn “waiting on approvals” from a bottleneck into a background process. For teams scaling past 50 employees, this isn’t just nice-to-have—it’s how you avoid drowning in Slack threads and missed emails every time someone needs a greenlight.

Why This Combo Works (Besides Saving Your Sanity)

Udio handles the messy reality of scheduling—clients cancelling, invoices piling up, new customers popping up at 2AM. ApproveThis handles the messy reality of people—approvers being OOO, budgets needing dual signatures, departments needing to sign off. Connect them via Zapier, and you’ve got a system that respects both your operational complexity and your team’s time.

Real-World Scenarios We Actually Care About

Here’s the deal: We’re not talking about theoretical workflows. These are the exact situations where mid-sized teams waste hours weekly:

1. Invoices That Approve Themselves (Almost)

Udio creates an invoice → ApproveThis pings the right person → Payment gets sent without a 3-day email chase. Example: A multi-location fitness studio automatically routes trainer session invoices to location managers based on dollar thresholds. Over $5k? Escalates to regional director. Under? Auto-approved so freelancers get paid Friday.

2. New Customers Not Slipping Through Cracks

Udio flags a new client signup → ApproveThis requires intake form review → Legal/accounting teams approve before onboarding. Example: A high-end concierge med clinic uses this to ensure new patients meet membership criteria before booking $1,500 physicals.

3. Dealing With Serial Booking Cancellers

3 missed Udio bookings → Automatic ApproveThis request → Manager decides whether to charge fees or fire the client. Example: A family law firm uses this to auto-flag clients who no-show consults, protecting attorney time from tire-kickers.

Features You’ll Actually Use

We’re not here to sell you features that look good in demos and die in real life. Here’s what matters when connecting Udio + ApproveThis:

Approval Thresholds That Prevent Micromanagement

Set it so $200 invoices auto-approve but $10k bookings need CFO eyes. Udio provides the data, ApproveThis enforces the rules. Teams keep moving without constant oversight.

Email Approvals for External Partners

Your Udio account manager at a third-party venue doesn’t need ApproveThis access. They get an email, click approve/reject, done. No new logins, no training.

Vacation Delegation That Doesn’t Require HR

Approver OOO? ApproveThis auto-routes Udio-related requests to their backup. No more “Sorry, I was on PTO” delays for time-sensitive bookings.

Setting This Up Without Overcomplicating It

If you can set up an Out of Office email, you can handle this:

  1. Create Zapier account (if you don’t have one)
  2. Choose your Udio trigger (New Invoice, New Customer, etc.)
  3. Map key data points to ApproveThis request fields
  4. Set approval rules (who needs to sign off, thresholds, deadlines)
  5. Test with real-world scenarios

Pro tip: Start with one workflow (e.g., invoice approvals) before scaling to 20. Get that right, and the rest follow.

Who Actually Benefits Here?

This isn’t some “every department wins equally” BS. Here’s the real breakdown:

Operations Teams

Stop being the human router between Udio bookings and exec sign-offs. Approval paths get enforced automatically—you just handle exceptions.

Finance

No more surprise invoices. Every Udio-billed amount gets reviewed per your rules before payment. Audit trail included.

Customer-Facing Managers

New client in Udio? You’re notified immediately in ApproveThis to vet them before they book. Say goodbye to “Why was this person approved?” fires.

The Unspoken Advantage: Scaling Without New Hires

When you hit 200 employees, approvals become a full-time job. With Udio+ApproveThis, existing teams handle 2-3X the volume because:

  • No manual status updates (“Has accounting seen this?”)
  • No chasing down approvers (“Check your Udio notifications!”)
  • No spreadsheet tracking (“Version 12 of the approval log”)

Common Objections (And Real Answers)

“We already have Udio workflows set up.”
Cool—add ApproveThis as a final step. No need to rebuild, just plug into existing processes.

“Our approvers hate new tools.”
They approve/reject via email. Zero learning curve. Zero new logins.

“We have custom Udio fields.”
So? ApproveThis’ calculated fields can reference any Udio data point. Your complex pricing models stay intact.

Bottom Line: Approval Processes Shouldn’t Be a Part-Time Job

Udio handles the “what” of bookings. ApproveThis handles the “who says so.” Together, they turn manual review cycles into automated accountability. For companies past the startup phase but not yet enterprise, that’s the difference between scaling smoothly and drowning in process overhead.

Ready to stop being an approval secretary? Get ApproveThis, connect your Udio account via Zapier, and let the system handle the nagging.

🥳

Integrate with Udio 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.

Learn More

Best Approval Workflows for Udio

Suggested workflows (and their Zapier components) for Udio

Create approval requests for new invoices

When a new invoice is created in Udio, this automation generates an approval request in ApproveThis for review and processing. It helps streamline financial decision workflows by ensuring every invoice is reviewed promptly.

Zapier Components

Udio Logo

Trigger

New Invoice

Triggers when Invoice has been created.

Action

Create Request

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

Create approval requests for new customers

When a new customer signs up in Udio, this integration automatically creates an approval request in ApproveThis to review account details and verify compliance. It simplifies onboarding by ensuring each new account is systematically approved.

Zapier Components

Udio Logo

Trigger

New Customer

Triggers when New family has been added or customer has signed up.

Action

Create Request

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

Create approval requests for missed three bookings

When a customer misses three consecutive bookings in Udio, this automation initiates an approval request in ApproveThis to review the situation. It provides a timely review process to address potential customer engagement issues.

Zapier Components

Udio Logo

Trigger

Missed 3 Bookings

Triggers when Customer has missed 3 bookings in a row.

Action

Create Request

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