ApproveThis manages your Trafft Integration approvals.

When Scheduling Meets Approval Authority

Let’s cut through the corporate speak: Your team uses Trafft to manage bookings because you’re not running a 1990s hair salon with paper calendars. But here’s the kicker – every time someone books, cancels, or reschedules, three different managers need to approve follow-up actions. Now you’ve got Slack threads longer than a CVS receipt and approval delays that make DMV wait times look efficient.

That’s where pairing Trafft with ApproveThis turns “approval limbo” into a well-oiled machine. We’re talking about automatically triggering approval workflows the moment something changes in Trafft – no manual hounding required. Sales teams get commission approvals sorted before their leads go cold. Operations keeps equipment bookings moving without playing phone tag. Finance stops hemorrhaging money on last-minute cancellations.

What This Duo Does That Others Can’t

Trafft handles the when and where of bookings. ApproveThis handles the who-can-say-yes. Together through Zapier, they solve the three big headaches in approval management:

• Context switching: Approvers don’t need to log into Trafft (or even have an account) to make decisions
• Bottlenecks: Auto-escalate stuck approvals before they delay shipments/client work
• Compliance gaps: Maintain audit trails that actually match what happened in Trafft

Example: A healthcare clinic uses Trafft for patient appointments. When a high-value client reschedules, ApproveThis automatically routes approval to both the office manager and billing department to adjust insurance filings. No missed emails. No “I thought you handled it.”

Real Use Cases That Don’t Suck

1. Cancellation Fee Enforcement (That Doesn’t Piss Off Clients)

Problem: Your 24-hour cancellation policy is about as effective as a screen door on a submarine. Staff let regulars slide, finance never finds out, and you leak revenue.

Fix: Connect Trafft’s Booking Canceled trigger to ApproveThis. Now every cancellation automatically creates an approval request that:

• Checks client’s history (first offense vs. habitual offender)
• Routes to department heads based on cancellation amount
• Auto-approves fees under $50 if no response within 2 hours

Who benefits: Law firms tracking billable hours, private healthcare practices, high-end consultants. Basically any biz where time slots = money.

2. VIP Booking Vetting Without the Ego Stroking

Problem: Your sales team promised the moon to a “VIP” prospect who now wants daily 7 AM meetings. Your operations team is ready to revolt.

Fix: Use Trafft’s Booking Completed trigger to kick off approvals when specific criteria hit – after-hours slots, resource-intensive bookings, or clients tagged as high-maintenance. ApproveThis can:

- Require consensus from sales lead AND operations
- Calculate resource costs in real-time using custom fields
- Auto-deny requests that exceed capacity thresholds

Who benefits: Managed IT services, executive recruiting agencies, event venues managing multiple vendors.

3. Rescheduling Without the Chain of Excuses

Problem: Clients reschedule, but your team doesn’t know who’s responsible for rebooking logistics until the day before. Cue panic.

Fix: Trigger approval workflows on Trafft’s Booking Rescheduled event to:

- Assign new approvers based on reschedule reason (client request vs. internal conflict)
- Update inventory allocations in real time
- Notify affected teams only when changes are finalized

Who benefits: Equipment rental companies, marketing agencies with production timelines, universities managing lab schedules.

Setting This Up Without Losing Your Mind

Step 1: Create a Zapier account if you don’t have one (free tier works)
Step 2: Connect Trafft as your trigger app
Step 3: Choose your trigger event (booking canceled/completed/rescheduled)
Step 4: Connect ApproveThis as your action app
Step 5: Map Trafft’s booking data to ApproveThis’ request fields
Step 6: Set approval rules (who needs to sign off, deadlines, auto-escalations)
Step 7: Test with real bookings → Tweak → Go live

Pro tip: Use ApproveThis’ Calculated Fields to auto-determine approval paths. Example: If a rescheduled Trafft booking creates >$500 in overtime costs, route directly to CFO.

Why Your Teams Will Actually Use This

Operations Managers

Stop being the human middleware between Trafft and your ERP system. Approval thresholds mean you only get pinged for exceptions, not every damn booking change.

Finance Teams

Real-time visibility into commitments made through Trafft. No more “I didn’t know we promised them a discount” surprises at month-end close.

Customer Success

Approve cancellations/credits directly from email while on client calls. Look responsive without jumping between apps.

Execs

See approval bottlenecks in real dashboards. Finally answer “Why is everything stuck?” with actual data instead of shrugs.

No, This Isn’t Just Fancy Email Forwarding

ApproveThis adds layers Trafft alone can’t handle:

Approval Groups: Require 3/5 department heads to approve major booking changes
Vacation Delegation: Auto-reassign approvals when key people are OOO
Conditional Routing: Send high-risk reschedules to legal, others straight to ops
Audit Trails: Every approval decision ties back to specific Trafft bookings

Example: A manufacturing company uses Trafft to book factory time. When a client changes order specs post-booking, ApproveThis routes the request to production, QA, and shipping – with hard deadlines. Miss one approval? The request auto-escalates to plant managers.

Bottom Line: Stop Letting Bookings Run Your Calendar

Trafft tells you what’s happening. ApproveThis tells you who needs to greenlight it. Together via Zapier, they turn booking changes from logistical nightmares into auditable, automated processes.

The kicker? Approvers don’t need a Trafft license. Clients, vendors, or execs can approve directly from email without getting access to your scheduling system. Try that with your current “just CC everyone” method.

Ready to stop herding approval cats? Get started with ApproveThis or book a demo to see how it plays with your Trafft setup. No sales bingo – just 15 minutes showing how to automate your worst approval bottlenecks.