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Planyo Online Booking Integration

ApproveThis manages your Planyo Online Booking Integration approvals.

April 22, 2025

Integration Category: Scheduling

When Bookings Meet Business Rules

Let's cut through the crap: most booking systems are great at taking reservations but terrible at handling the real-world approval processes that actually make businesses work. That's where ApproveThis comes in to partner with Planyo's flexible scheduling engine.

Think about your last booking-related fire drill. Maybe it was the sales team booking a conference room they couldn't afford. Or facilities approving equipment rentals that should've gone through legal. Planyo handles the "when" and "what" of reservations - ApproveThis handles the "who said you could do that?" part.

Why This Combo Doesn't Just Work - It Actually Fixes Shit

Mid-sized companies aren't startups anymore, but they're not enterprises either. You need systems that:

  • Automate without creating more robot-induced problems
  • Keep external partners in the loop without buying them software seats
  • Handle edge cases without IT holding your hand

Here's the magic trick: Planyo becomes your booking front door, while ApproveThis acts as the bouncer checking IDs. Reservations get made 2 approvals happen through email (no new logins) 22 Planyo gets updated automatically. No spreadsheets. No "I thought you approved that!" emails. Just actual process that doesn't make people want to quit.

Real World Fixes for Teams That Hate Red Tape

1. Property Management: No More "Oops" Bookings

Picture a vacation rental company with 200 properties. Their maintenance team uses Planyo to schedule repairs. Without approvals? You get $5k HVAC jobs booked during peak season without owner approval. Connect the systems and:

- Maintenance requests trigger approval workflows
- Property owners approve via email
- Only approved jobs hit the Planyo calendar
Bonus: Use ApproveThis' calculated fields to auto-approve jobs under $500 if the owner prefers.

2. Healthcare: Patient Bookings That Follow the Money

A multi-location physical therapy clinic uses Planyo for patient scheduling. Now connect insurance approvals:
- Patient books initial eval 22 Triggers insurance pre-auth request
- ApproveThis pings billing team + tracks approval
- Only approved appointments get confirmed
No more $300/hour therapists seeing patients with lapsed coverage.

3. Corporate Events: No More Calendar Free-For-All

HR team manages 12 conference rooms via Planyo. Marketing books the big room for a "strategy session" that should've cost $3k. Solution:
- Room bookings over capacity 20 trigger exec approval
- Finance gets automatic cost estimates via calculated fields
- Approvers delegate authority when traveling (no vacation blackouts)

Setting This Up Without Losing Your Mind

Here's why this works where other "integrations" fail:

  1. Zapier does the heavy lifting - Connect them once, forget about it
  2. Approvers stay in email - No new logins for clients/vendors
  3. Rules actually work - Thresholds and conditions prevent approval spam

Setup cheat sheet:
1. Pick your trigger (new Planyo booking/change)
2. Build approval rules in ApproveThis (who, conditions, escalations)
3. Connect outcomes back to Planyo (confirm/cancel bookings)
Whole thing takes less time than your last pointless compliance training.

Features You'll Actually Use (No Bloatware Here)

Approval Thresholds That Don't Suck

Set dollar amounts or custom conditions where:
- Under $1k? Auto-approved
- $1k-$5k? Needs department head
- Over $5k? CFO gets pinged
No more "everything goes to legal just in case" bottlenecks.

Delegation That Works Like Real Life

When approvers are OOO:
- Automatically route to backup
- Set expiry dates on delegated authority
- Full audit trail of who approved what
No more chasing people on PTO for signatures.

Calculations That Prevent Embarrassment

Dynamic fields that:
- Auto-add taxes/fees to booking requests
- Compare reservation dates against budget cycles
- Flag conflicts with existing contracts
Because nobody wants to explain why they approved a Q4 booking in March.

Why Your Team Won't Hate This

For Operations:

No more playing booking cop. Set the rules once, then let the system:
- Block double-bookings automatically
- Escalate stuck approvals
- Generate audit reports on demand

For Finance:

Actual visibility into commitments:
- See pending approvals affecting budgets
- Auto-sync approved bookings to your ERP
- Enforce approval chains before money moves

For Customer-Facing Teams:

Better service without chaos:
- Clients see real approval statuses
- Auto-send updates when bookings confirm
- Flag high-priority requests for fast-tracking

No-BS Next Steps

If you're managing bookings with more than 3 approval touchpoints:
1. Grab a demo - 15 minutes, we'll show the Planyo integration live
2. Try the pre-built Zaps - Free templates to get moving
3. Start with one workflow - Client bookings or internal resources

Key thing to remember: Your approvers don't need another login. They get emails, click approve/reject, get on with their day. You get process that doesn't slow down actual work.

Final Reality Check

This isn't some "transformative AI-powered synergy" bullshit. It's practical automation for companies that:
- Have real approval chains (but hate paperwork)
- Use Planyo but need guardrails
- Want less chasing people, more getting shit done

Either you'll keep herding cats through manual approvals, or you'll connect the tools and actually control your booking process. Free trial doesn't require a credit card - worst case, you waste 10 minutes and go back to your spreadsheets.

🥳

Integrate with Planyo Online Booking 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.

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Best Approval Workflows for Planyo Online Booking

Suggested workflows (and their Zapier components) for Planyo Online Booking

Create approval requests for new Planyo reservations

When a new reservation is made in Planyo, automatically create an approval request in ApproveThis. This ensures all new reservations pass through an approval workflow before confirmation, enhancing process control and reducing errors.

Zapier Components

Planyo Online Booking Logo

Trigger

New Reservation

Triggers when a new reservation is made.

Action

Create Request

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

Add Planyo bookings for approved requests

Once an approval request is completed in ApproveThis, automatically create a reservation in Planyo. Streamline booking by ensuring only approved requests result in confirmed reservations, improving operational efficiency and oversight.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Planyo Online Booking Logo

Action

Create Reservation

Enters a new reservation into the system.

Initiate approvals for all confirmed reservations in ApproveThis

Upon confirming a reservation in Planyo, an approval request is automatically generated in ApproveThis. This integration helps manage and track post-confirmation workflows smoothly, enhancing customer service and operational efficiency.

Zapier Components

Planyo Online Booking Logo

Trigger

New Reservation Is Confirmed

Triggers when a reservation gets confirmed.

Action

Create Request

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

Manage resource availability for new approval requests

Trigger a space or resource unavailability in Planyo when a new approval request is received in ApproveThis. Ensure that resources are efficiently managed and temporarily unavailable during processing, preventing overlaps or double bookings.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Planyo Online Booking Logo

Action

Create Vacation

Adds a new vacation (period of unavailability) for given resource or entire planyo site.