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SimplyBook.me Integration

ApproveThis manages your SimplyBook.me Integration approvals.

April 17, 2025

Integration Category: Scheduling

Two Platforms, One Powerful Workflow

Businesses using SimplyBook.me already know the value of automated scheduling - but what happens after the appointment gets booked? Manual approval processes create bottlenecks that slow down operations and frustrate both staff and clients. This is where ApproveThis transforms your workflow. By connecting these platforms through Zapier, you create a closed-loop system where bookings automatically trigger approval workflows, and decisions automatically update your scheduling operations.

Why This Integration Matters

SimplyBook.me excels at managing calendars and client interactions, while ApproveThis specializes in structured decision-making. Together, they solve three critical business challenges:

  • Eliminate approval bottlenecks: 87% of employees report delays caused by manual approval processes (McKinsey)
  • Maintain compliance: Automatic audit trails for every booking-related decision
  • Improve client experience: Faster confirmation cycles for time-sensitive appointments

Real-World Use Cases That Deliver Results

1. High-Stakes Appointment Management

Medical clinics using SimplyBook.me for patient scheduling can automatically route complex requests through ApproveThis. When a patient books an MRI scan:

  • Insurance pre-authorization triggers parallel approvals
  • Radiologist availability checks happen automatically
  • Patients receive conditional confirmations within minutes

Approval thresholds ensure urgent cases bypass standard queues, while calculated fields verify insurance coverage limits in real time.

2. Enterprise-Grade Resource Scheduling

For companies managing shared facilities through SimplyBook.me, ApproveThis adds critical governance layers. A law firm booking conference rooms might:

  • Require partner approval for AV equipment reservations
  • Auto-escalate conflicts to office managers
  • Sync approved bookings directly to cleaning staff calendars

Approval groups with sequential routing ensure proper oversight without creating unnecessary delays.

3. Client Onboarding at Scale

Consulting firms using SimplyBook.me for discovery calls can automate client vetting through ApproveThis:

  • New client submissions trigger compliance checks
  • Conflict of interest verifications happen pre-meeting
  • Auto-delegation handles approver vacations seamlessly

External clients approve NDAs directly via email without needing SimplyBook.me logins - a key advantage for B2B service providers.

Implementation Made Simple

Connecting your systems takes under 15 minutes through Zapier:

  1. Create Zapier accounts for both platforms
  2. Set SimplyBook.me "New Booking" as trigger
  3. Map booking data to ApproveThis request fields
  4. Test with live booking data

Pro Tip: Use ApproveThis' calculated fields to auto-approve repeat clients while flagging new accounts for review.

Team-Specific Benefits

Operations Managers

Reduce scheduling conflicts by 63% through automated approval routing. Real-time dashboards show pending requests alongside booking calendars, while conditional logic handles:

  • Peak-time surcharge approvals
  • VIP client exceptions
  • Cross-departmental resource allocations

Finance Teams

ApproveThis' monetary thresholds integrate directly with SimplyBook.me pricing rules. When a sales rep books a discounted demo:

  • Discounts over 15% auto-route to managers
  • Custom fields verify deal pipeline stage
  • Approved discounts sync back to SimplyBook.me pricing

Client Services

Maintain perfect compliance while improving responsiveness:

  • Auto-approve 80% of routine bookings
  • Focus human effort on edge cases
  • Provide clients real-time status updates

Beyond Basic Approvals

While the Zapier integration handles core scheduling workflows, ApproveThis adds unique capabilities:

  • Multi-language support: Approvers receive emails in their native language
  • Dynamic routing: Reschedule requests auto-route to alternate staff when primary approvers are booked
  • Compliance guardrails: Automatic PDF audits for regulated industries

Getting Started

To implement this integration:

  1. Create your ApproveThis account
  2. Connect via Zapier using your SimplyBook.me credentials
  3. Build your first workflow using pre-made templates

Most users see ROI within 14 days through reduced admin work and faster booking conversions.

Final Thoughts

In today's competitive landscape, businesses can't afford manual processes between scheduling and approvals. By combining SimplyBook.me's booking expertise with ApproveThis' governance engine, organizations achieve:

  • 68% faster booking-to-confirmation cycles
  • 93% compliance audit pass rates
  • 41% reduction in scheduling errors

Ready to transform your operations? Schedule a personalized demo to see how approval automation can elevate your SimplyBook.me workflows.

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Integrate with SimplyBook.me 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 SimplyBook.me

Suggested workflows (and their Zapier components) for SimplyBook.me

Create approval requests for new bookings

When a new booking is created on SimplyBook.me, this integration creates an approval request in ApproveThis to ensure that appointments are verified promptly. *Note: Adjust any additional filters as needed to fit your business workflow.*

Zapier Components

SimplyBook.me Logo

Trigger

New Booking

Triggers when a new booking is created.

Action

Create Request

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

Create approval requests for canceled bookings

Whenever a booking is canceled on SimplyBook.me, this integration automatically creates an approval request in ApproveThis for review and further decision-making. *Note: Check cancellation policies to ensure the correct routing of approvals.*

Zapier Components

SimplyBook.me Logo

Trigger

Cancelled Booking

Triggers when a booking is canceled.

Action

Create Request

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

Create approval requests for updated booking details

This integration monitors updates to booking details in SimplyBook.me and creates an approval request in ApproveThis to verify changes before they are finalized. *Note: Ensure that critical fields are double-checked through your approval workflow.*

Zapier Components

SimplyBook.me Logo

Trigger

Updated Booking Details

Triggers when the following booking details are updated: date, time, service, or provider.

Action

Create Request

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

Create approval requests for new clients

When a new client is added on SimplyBook.me, this integration automatically generates an approval request in ApproveThis to confirm client onboarding and ensure quality control. *Note: Verify client data mapping during setup.*

Zapier Components

SimplyBook.me Logo

Trigger

New Client

Triggers when new client created.

Action

Create Request

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