TidyCal is a sleek, user-friendly scheduling tool designed to simplify the process of booking appointments. Whether you’re a solo entrepreneur, a small business owner, or a team scheduler, TidyCal helps you manage your calendar efficiently. But what happens when you need ID verification for these appointments? That’s where IdentityCheck’s integration with TidyCal via Zapier comes into play.

ID Verification for TidyCal Users

Integrating IdentityCheck with TidyCal can provide an extra layer of trust and security for your appointments. Here are some scenarios where this integration can be particularly useful:

• Remote Interviews: Verify the identity of candidates before scheduling interviews to ensure they are who they claim to be.
• Client Meetings: Confirm the identity of new clients before initial consultations to prevent any fraudulent activities.
• Virtual Events: Screen attendees for high-profile virtual events to maintain a secure and professional environment.

How to Set Up IdentityCheck with TidyCal via Zapier

Setting up the integration between IdentityCheck and TidyCal through Zapier is a straightforward process. Follow these steps:

1. Create Accounts: Ensure you have active accounts on TidyCal, IdentityCheck, and Zapier.
2. Access Zapier Dashboard: Log into Zapier and navigate to your dashboard.
3. Create a New Zap: Click “Create Zap” to start a new automation workflow.
4. Select TidyCal as the Trigger: Under “Trigger Event”, choose the appropriate event like “New Booking”.
5. Connect TidyCal Account: Authenticate your TidyCal account within Zapier to connect it.
6. Set Up Action with IdentityCheck: Choose IdentityCheck as the action app. Select the action event, such as “Verify ID”.
7. Connect IdentityCheck Account: Authenticate and connect your IdentityCheck account.
8. Map Data Fields: Map relevant fields from TidyCal to IdentityCheck (e.g., name, email) to ensure seamless data transfer.
9. Test Your Zap: Run a test to ensure the integration is working as expected.
10. Turn On Your Zap: Once verified, turn on your Zap for it to start working in the background.

How to Use IdentityCheck with TidyCal

Once the integration is set up, using IdentityCheck with TidyCal is effortless:

1. Booking Created: When a new booking is created in TidyCal, the Zap triggers the ID verification process via IdentityCheck.
2. ID Verification Initiated: IdentityCheck will automatically send an ID verification request to the individual who booked the appointment.
3. Verification Completed: Upon successful verification, you can access the confirmed details for your records and proceed with the appointment as scheduled.
4. Stay Informed: Receive notifications on the status of each ID verification to keep track of who has been verified.

By integrating IdentityCheck with TidyCal, you can not only streamline your scheduling but also ensure a higher level of security and trust for your appointments. This seamless integration via Zapier helps you automate ID verification effortlessly, allowing you to focus on running your business smoothly.