ApproveThis manages your Omnify approvals.

When Approval Meets Scheduling

Let's get real - nobody starts a business to play approval ping-pong between departments. Yet here we are. Teams waste hours chasing signatures for client bookings, service modifications, or invoice approvals. Omnify handles the scheduling heavy lifting, but leaves you stranded when it's time to get human sign-offs. That's where ApproveThis comes in - not as another software layer, but as the connective tissue that turns "waiting for approval" from a bottleneck into an automated process.

Connect these through Zapier, and you're looking at a system where bookings trigger approvals automatically, client onboarding happens without spreadsheet tennis, and financial controls work in the background. For service businesses scaling past 50 employees, this isn't about convenience - it's about removing friction points that quietly eat 12-15% of operational capacity.

Why This Combo Works

Omnify's good at what it does - managing schedules, clients, and services. But when you need to:

• Get manager approval for premium client requests
• Verify inventory before confirming bookings
• Cross-check invoices against service delivery

...that's where things break down. ApproveThis adds the decision layer without requiring your approvers to live in yet another system. Since 72% of approval delays come from people not checking the right tool (Omnify users aren't logging into your ERP), the email-based approvals and Slack integrations actually get responses.

The kicker? Approvers don't need Omnify licenses. When dealing with external partners or execs who won't learn new software, this is the difference between approvals that take hours vs. days.

Real Workflows for Actual Businesses

1. High-End Service Control (For Gyms, Salons, Consultants)

Picture a premium fitness studio using Omnify. When a client books 10 personal training sessions with a $3k price tag, that shouldn't auto-confirm. With the integration:

Omnify booking → Zapier triggers ApproveThis → Checks trainer availability → Requires manager approval if >$2k → Auto-confirms or suggests alternatives.

Approval thresholds mean standard bookings flow through, while big-ticket items get eyes. For businesses where service quality depends on resource availability, this prevents overbooking disasters.

2. Client Onboarding Without the Papercuts

Consulting firms hate this: Sales closes a deal → Accounting needs contract approval → Operations must schedule onboarding. The handoffs create delays. Connect the dots:

ApproveThis request (new client) → Gets legal/compliance sign-off → Auto-creates Omnify client profile → Triggers welcome email sequence.

Since ApproveThis handles conditional routing (e.g., international clients get flagged for tax review), you avoid having every approver in Omnify. The kicker? Calculated fields can auto-approve clients under certain revenue thresholds while escalating bigger fish.

3. Invoice Audits That Don't Require a PhD in Spreadsheets

Here's where most service businesses bleed money: A client pays via Omnify → Accounting needs to verify service delivery → Finance approves revenue recognition. The lag? Typically 3-5 days. Hardcode the rules:

Omnify payment received → ApproveThis checks against service completion notes → If match, auto-approves → If discrepancy, routes to account manager → Approved invoices sync to your accounting software.

For companies scaling past 100 employees, this audit trail isn't just about speed - it's about having enforceable financial controls without hiring a full-time auditor.

Setting This Up Without Losing Your Mind

We've all seen "easy integrations" that require a developer and a sacrificial chicken. Here's the real process:

1. Map your choke points: Identify where approvals currently stall Omnify workflows (hint: check where bookings get "pending" status)
2. Build in ApproveThis: Create templates for each approval type. Use calculated fields to auto-approve 80% of routine requests.
3. Zapier Connections: Set up triggers for Omnify events (new booking, payment, etc.) → ApproveThis actions. Reverse triggers for approvals → Omnify updates.

Pro tip: Use ApproveThis' vacation delegation from day one. Nothing kills momentum like an approver being OOO and nobody knows.

Who Actually Benefits?

Operations Teams

Stop being human routers between Omnify and email threads. Approval groups let you define once who needs to sign off on what. Real-time tracking means you can actually answer "Where's that approval?" without 12 Slack messages.

Finance Departments

Configure thresholds so small invoices auto-approve while big ones get scrutiny. Approval chains create audit trails that actually make sense come tax season.

Service Managers

Ever had a client show up for a booking that staff weren't prepped for? Conditional approvals based on resource availability in Omnify prevent that. Auto-reassign approvals if key staff are booked (using ApproveThis' delegation).

The Unspoken Advantage

This integration isn't about doing new things - it's about doing necessary things without the drama. Example: A medical spa uses Omnify for appointments but needs MD approval for certain treatments. Instead of the receptionist playing phone tag:

Client books → Zapier checks treatment type → Routes to MD via ApproveThis → Approval auto-confirms in Omnify → Client gets instant confirmation.

The MD approves via email without touching Omnify. Client gets faster service. Compliance stays intact. Everyone wins except the bottleneck.

Getting Started

If you're using Omnify, you've already passed the phase where "just track it in a spreadsheet" works. Here's how to level up:

1. Sign up for ApproveThis - Free tier handles basic workflows
2. Connect to Omnify via Zapier (under 15 minutes)
3. Run one high-impact approval process through it (like client onboarding or premium bookings)
4. Watch where else approvals are hiding

The goal isn't to automate everything day one. It's to start cutting the approval delays that make your team look sluggish to clients.

Bottom Line

Approvals aren't going away - but manual routing should. For companies scaling past 100 employees, combining ApproveThis and Omnify means:

- Clients get faster confirmations (no approval limbo)
- Staff stop herding cats for signatures
- You get enforceable processes without the bureaucracy

It's not sexy, but neither are payroll errors or client complaints. Time to fix the approval black holes that nobody talks about at all-hands meetings.

Next step: Book a 15-minute demo to see how approval automation works with your Omnify setup. No sales jargon - just how to eliminate specific delays in your current workflow.