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Appointlet

Appointlet makes it easy to schedule & prepare for meetings with your customers.

How IdentityCheck works with Appointlet

Appointlet is a powerful online appointment scheduling tool that helps businesses streamline their booking processes. It allows companies to manage appointments efficiently, thereby enhancing customer experience and operational productivity.

Now, with the integration of IdentityCheck via Zapier, you can add a robust ID verification process to your appointment scheduling workflow. This helps you ensure that your clients are who they claim to be, adding an additional layer of security and trust.

Possible Uses for ID Verification in Appointlet

  • Verifying the identity of new clients before consultations.
  • Enhancing security for high-value services or sessions.
  • Meeting regulatory compliance for industries such as healthcare, finance, and legal.
  • Reducing no-shows by validating bookings in advance.

Setting Up Integration

  1. First, create accounts on IdentityCheck and Zapier if you haven’t already.
  2. Log in to your Zapier account and navigate to the ‘My Apps’ section.
  3. Search for ‘Appointlet’ and ‘IdentityCheck’ in the app directory and connect both to your Zapier account.
  4. Select the trigger event from Appointlet, such as ‘New Appointment Scheduled.’
  5. Choose IdentityCheck as the action app and define the action event, like ‘Verify ID’.
  6. Map the necessary fields from Appointlet to IdentityCheck, ensuring you include critical data like client name and email.
  7. Test the Zap to ensure everything is working correctly. Adjust settings as needed.
  8. Once the test is successful, turn on the Zap to automate the process.

Using ID Verification

Once the integration is set up, using it is straightforward:

  1. Clients book an appointment through your Appointlet page.
  2. Upon booking, the Zap initiates and sends an ID verification request to the client’s email (as set up in the integration process).
  3. The client completes the ID verification process through IdentityCheck.
  4. Upon successful verification, you will receive a notification confirming the client’s identity.
  5. You can then proceed with the scheduled appointment, confident in the identity of your client.

By integrating IdentityCheck with Appointlet, you enhance the security and trustworthiness of your appointments. This seamless integration helps build confidence both for your business and your clients, ensuring a smoother, more reliable scheduling experience.

About Appointlet
Appointlet makes it easy to schedule & prepare for meetings with your customers.