- Join Zapier
- Getting Started
- Creating a Zap
- Adding a client to Practice Betterr
- Available Pairing / Integration Apps
To join Zapier, please click on the link below:
By linking Zapier, you acknowledge that your clients' contact information will be transferred to Zapier and other services outside of Practice Better. Ensure your clients are aware of how you are using their personal information before connecting this integration. Learn more
Integrating with Zapier allows you to connect Practice Better to services in your existing workflow. For example, you can create a "Zap" to automatically add a client to your mailing list (e.g. Active Campaign, MailChimp) when a new client enrolls in one of your programs.
If you're not familiar with how Zapier works, we encourage you to check out this guide to get started with Zapier and setting up Zaps.
Getting an API Key
You'll first need to generate an API Key which will allow Zapier to connect to your Practice Better account:
- Go to Settings & Preferences > 3rd Party Integration
- Click the Automations Tab or scroll down to Workflow Automations
- Click the Link button next to the Zapier integration
- Accept the disclaimer
- Copy your Zapier API Key from the popup box
Once this is done, visit the link below and click the orange Connect Practice Better to 5,000+ apps button:
Creating a Zap
Practice Better allows you to create Zaps based on the following triggers:
- A new client record is added to the system
Either added by you, the practitioner or confirmed via an auto-confirm client automation. This trigger will not be fired if the client record was added from a Zap.
- A new booking is created
Either you create a booking on behalf of a client, or (auto) confirm a session request from a client.
- A booking is updated
You update the date/time or details for an upcoming booking.
- A booking is canceled
You cancel an upcoming booking with a client.
- A new package is created
Either you create a package on behalf of a client, or (auto) confirm a package request from a client.
- A client is enrolled in a program
Either you add a client to a program or a client enrolls from your Bookings Page.
When any of these actions are triggered, we'll send client contact information to Zapier and any other services linked to your Zap. The following contact information is sent from Practice Better to Zapier:
- First name
- Last name
- Email address
- Mobile phone number
* For booking-based triggers, we'll also send the session date, service name and booking notes (if available)
* For service/package/program-based triggers, we'll also send the item SKU (if available)
Filtering Triggers using SKUs
For service/package/program-based triggers, you can set up an optional filter based on the item SKU. E.g. you can edit your follow up service to include an SKU in the Payment Options section of the Edit Service page.
When setting up a new Zap, provide a list all SKUs which should trigger the Zap. Leaving this section empty will make the trigger fire on new bookings for any service.
Adding a client to Practice Better
You can also add a new client to Practice Better when they're added to another tool in your workflow. For example, you can create a new client record for a contact added to your mailing list from an opt-in page or sales funnel.
We require the following information to add clients to your Practice Better account
- First name (50 characters)
- Last name (50 characters)
- Email address
You can also provide your client's mobile phone number and determine if your client should be:
- invited to join the Client Portal and access the Food and Lifestyle journals
- sent forms to complete once they've been added to the system
A Zap will be ignored if a client already exists in the system with the same email address provided or if you've reached the limit for your current plan.
For a list of apps you can pair / integrate with, see Practice Better / Zapier Integrations
Article is closed for comments.