ApproveThis manages your Puntual Integration approvals.

Two Platforms, One Goal: Streamlined Operations

When scheduling platforms meet approval automation, something interesting happens: businesses stop losing time chasing signatures and start delivering faster results. Puntual’s specialized scheduling tools help lawyers, consultants, and service providers manage bookings efficiently. ApproveThis adds critical oversight by automating how those bookings get approved. Together through Zapier, they create a closed-loop system where scheduling decisions happen faster while maintaining compliance – no manual handoffs required.

Why This Integration Matters

Professional service firms face two constant pressures: delivering client work quickly and maintaining rigorous oversight. Puntual excels at the first by simplifying appointment management. ApproveThis handles the second through structured approval workflows. By connecting them, you eliminate the lag between booking creation and managerial review. A legal firm could automatically flag high-value client meetings for partner approval. A consultancy might require director sign-off before confirming bookings that exceed budget thresholds. The integration turns scheduling from a clerical task into a controlled business process.

Key Integration Benefits

Accelerated Client Service: New bookings trigger immediate approval requests, cutting days from your confirmation cycle. Consultants can tentatively block calendars while approvals process in parallel.

Policy Enforcement: Approval rules automatically apply based on booking details. A $10,000 workshop booking might route to the CFO, while standard meetings auto-approve.

Cross-Team Visibility: Marketing teams see confirmed bookings faster for campaign planning. Finance tracks approvals against budget allocations in real time.

Real-World Use Cases

1. High-Stakes Booking Approvals

Law firms using Puntual to schedule client consultations often need partner review before confirming meetings involving sensitive cases. With ApproveThis integration:

• New Puntual bookings trigger approval workflows
• Partners receive email alerts with case details
• One-click approvals sync back to Puntual calendars

This prevents junior associates from accidentally booking meetings beyond their authority while maintaining client responsiveness.

2. Cancellation Review Workflows

Consulting firms lose revenue when cancellations aren’t properly managed. The integration ensures every Puntual cancellation:

• Creates an ApproveThis review ticket
• Flags accounts receivable teams about potential refunds
• Triggers client retention follow-ups upon approval

One architecture firm reduced write-offs by 18% after implementing cancellation review automation.

Technical Setup Made Simple

Connecting Puntual and ApproveThis takes 15 minutes through Zapier:

1. Create a Zapier account (if new to the platform)
2. Choose Puntual’s “New Booking” trigger
3. Map critical booking data to ApproveThis fields (client name, meeting type, budget impact)
4. Set approval rules in ApproveThis based on mapped values
5. Test with a dummy booking to confirm end-to-end flow

Approvers never need Puntual logins – they interact entirely through ApproveThis email approvals or dashboard alerts.

Team-Specific Advantages

Operations Teams

Reduce scheduling conflicts by requiring resource approvals before calendar confirmation. A marketing agency might approve bookings only when project managers confirm team availability.

Finance Departments

Auto-flag bookings exceeding project budgets using ApproveThis’ calculated fields. One engineering firm prevented $240k in overspending last quarter through threshold-based approvals.

Client Services

Maintain service quality by reviewing cancellations before processing refunds. Customer success teams receive ApproveThis alerts to intervene on high-value account cancellations.

Advanced Features Worth Exploring

ApproveThis’ conditional logic handles complex scheduling scenarios:

Vacation Coverage: Automatically reroute approvals when primary reviewers are OOO – critical for firms with global teams across time zones.

Multi-Step Reviews: Require legal AND compliance approval for bookings involving regulated industries.

Audit Trails: Every approved/canceled booking retains a timestamped record of who approved what – essential for client billing disputes.

Common Implementation Pitfalls

Don’t: Create separate approval flows for every booking type. Start with 2-3 high-impact workflows, then expand.

Do: Use Puntual’s custom fields to pass critical data (project codes, client tiers) into ApproveThis decision rules.

Don’t: Assume approvers need Puntual training – they interact solely through ApproveThis’ interface.

Getting Started

Professional services live or die by their ability to make timely, compliant decisions. The Puntual-ApproveThis integration through Zapier turns scheduling from an administrative task into a strategic control point.

Ready to eliminate approval delays? Register for ApproveThis or explore Puntual’s scheduling tools. For integration assistance, visit Zapier’s automation platform to build your first workflow.