Add-ons
Booking and CRM Integration
Connect approved booking or CRM tools to a website after reviewing workflow, data, account access and integration requirements.
Connect the website to a defined workflow
A booking or customer relationship management connection should move the right information to the right place. Start with how staff handle an appointment or inquiry, then identify the provider and connection that support it.
Decisions to confirm
- Provider, subscription plan and account owner
- Fields sent to the receiving system
- Whether the result is a request or confirmed booking
- Notifications, duplicate handling and failed-delivery follow-up
Implementation and handoff
Review provider documentation and authorized test access before building. Check both a successful handoff and what happens when the provider is unavailable. Agree who maintains the account and responds if the connection changes.
Pricing
Request a quote based on the selected provider and workflow. Subscription, usage and provider charges remain separate unless explicitly included in the proposal.