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Workflow Action: Generate One-Time Booking Link

Overview​

A one-time booking link is a unique scheduling link that automatically expires once it's used for a booking. With Stack's 'Generate One-Time Booking Link' action, you can easily create these links directly within your workflow, streamlining the scheduling process.

Action Name​

Generate One-Time Booking Link

Action Description​

This action simplifies the process of creating booking links, ensuring a smooth and error-free scheduling experience. It provides a dynamic and flexible way to manage bookings, giving you greater control and adaptability.

How to Configure​

To set up dynamic One-Time Links in your workflow, follow these steps:

  1. Create a Workflow:

    • Begin by creating a workflow in your Stack account. Define the trigger that will start the workflow according to your specific requirements.

  2. Add the 'Generate One-Time Booking Link' Action:

    • Within your workflow, add a new action. Go to the 'Appointments' category and select 'Generate One-Time Booking Link.'

  3. Choose the Calendar:

    • Select the calendar for which you want to generate the one-time link.

  4. Share the Generated Link:

    • To send the link to your contact, add a communication action, such as an email, to your workflow.

  5. Add the Custom Value:

    • Insert the unique one-time link into the email body using a custom value. Choose 'Generate One-Time Booking Link' and select 'One Time Link.'

  6. Customize Email Body:

    • Personalize the email content as needed and click 'Save.'

  7. Publish Workflow:

    • Once your workflow is ready, publish it. Now, whenever a contact triggers the workflow, a unique one-time link will be generated and sent to them via email.

Example​

Trigger: Form Submitted

  • Add the trigger and select the form that, when submitted, should prompt sending a booking link.

Action: Generate One-Time Booking Link

  • Add this action and select the appropriate calendar.

Send Email

  • In the email action, use the custom value picker to include the One-Time Booking Link in the email.

Outcome:

  • As soon as a customer submits the form, they will receive a booking link to your calendar, which they can use to schedule an appointment.