Timely Integration with IdentityCheck Through Zapier

Timely is a powerful scheduling software designed to help business owners manage bookings, appointments, and clients efficiently. Whether you’re a beauty salon, fitness studio, or consulting firm, Timely provides seamless scheduling and client management that streamline operations and improve customer experience.

Using ID Verification in Timely

By integrating IdentityCheck with Timely, businesses can enhance the security and authenticity of their services. Implementing ID verification within Timely can help:

• Verify client identities before confirming appointments
• Protect against fraudulent bookings
• Ensure compliance with industry regulations
• Improve trust and safety within your client base

Setting Up the Integration

Follow these steps to set up the IdentityCheck integration with Timely using Zapier:

1. Log in to your Zapier account. If you do not have an account, sign up for a free trial.
2. Once logged in, navigate to the “Make a Zap!” button on the upper left corner of the dashboard.
3. In the Trigger App search bar, type in “Timely” and select it.
4. Choose a trigger event, such as “New Appointment” and click “Continue.”
5. Follow the prompts to connect your Timely account to Zapier.
6. Next, select IdentityCheck as the Action App by searching for “IdentityCheck” in the action search bar.
7. Choose an action event such as “Verify ID” and click “Continue.”
8. Connect your IdentityCheck account to Zapier by following the instructions.
9. Map the necessary details from your Timely trigger (like client name, email, etc.) to the IdentityCheck action fields.
10. Test your Zap to ensure everything is working correctly, and then activate it.

Using ID Verification in Timely

Once your ID verification setup is complete, you can use it to validate client identities seamlessly within your Timely workflow:

• When a new appointment is booked in Timely, IdentityCheck will automatically trigger a verification request.
• The client will receive an ID verification request, which they need to complete before their booking is confirmed.
• The verification status will be updated in IdentityCheck, and you can view it from your Timely dashboard.

This integration streamlines the ID verification process, ensuring that your business operates safely and efficiently while maintaining a high level of client trust and satisfaction.