Introduction

Welcome to the seamless integration of IdentityCheck with MakePlans, the go-to platform for online appointment booking, scheduling, and signups for classes/events. MakePlans aims to simplify scheduling, enabling businesses to manage bookings effortlessly. By integrating IdentityCheck, you not only streamline the ID verification process but also enhance the security of your bookings with KYC checks tailored to your needs.

Why Connect IdentityCheck to MakePlans

Integrating IdentityCheck with MakePlans offers incredible benefits. Firstly, it automates identity verification, ensuring only legitimate users book appointments. Secondly, it enhances privacy and security, meeting compliance requirements seamlessly. Lastly, it saves time, allowing staff to focus on other tasks while identity checks run in the background.

A case study exemplifying these benefits is with Fullstack Advisory, which achieved effortless TPB compliance with IdentityCheck. Learn more here.

Setting Up the Integration

1. Log in to your MakePlans account.
2. Navigate to the integrations section in the dashboard.
3. Select “IdentityCheck” and click “Connect.”
4. Authenticate your IdentityCheck account to link both platforms.
5. Configure your ID verification settings as needed.
6. Save the changes, and the integration is live!

How It Works in MakePlans

Once integrated, IdentityCheck automatically starts the identity check process when a user books an appointment. For example, when a new client books a yoga class via MakePlans, the system initiates a KYC check to verify identity. This ensures that the booking is genuine, and you can confidently prepare for your session.

Frequently Asked Questions

• How is data stored? Data is securely stored in compliance with data protection regulations and only used for identity verification purposes.
• Can I customize identity checks? Yes, settings can be tailored to meet your specific needs and compliance requirements.
• What happens with incomplete checks? If a check is incomplete, the booking is flagged for review, ensuring no unauthorized appointments are confirmed.

Wrap-Up

Integrating IdentityCheck with MakePlans amplifies the security and efficiency of your appointment scheduling processes. With enhanced identity verification and reduced administrative time, your business is empowered to focus on what truly matters: providing excellent service to your clients.