Streamline Your Scheduling with IdentityCheck Integration

SavvyCal is a scheduling tool that helps individuals and businesses streamline their appointment scheduling process. By offering a simple and user-friendly interface, SavvyCal allows users to coordinate meetings efficiently, reducing the hassle of back-and-forth emails. But what if you could make your scheduling process even more secure? Enter IdentityCheck.

Enhance Your Scheduling with ID Verification

Integrating IdentityCheck with SavvyCal can significantly improve your security measures by allowing you to verify the identity of your clients before finalizing any appointments. Whether you’re a freelancer, consultant, or small business owner, ensuring the authenticity of your clients can protect against fraud and increase trust.

Use Cases for IdentityCheck with SavvyCal

• Consultations: Verify clients’ identities before consultations to ensure you’re meeting with the right person.
• Client Onboarding: Use ID verification during the client onboarding process for an extra layer of security.
• Interviews: Ensure potential employees or contractors are who they say they are during the interview scheduling process.
• Event Registrations: Authenticate attendees for secure and personalized event planning.

How to Set Up IdentityCheck with SavvyCal

Follow these instructions to integrate IdentityCheck with your SavvyCal account using Zapier:

1. Sign Up for Zapier: If you don’t already have a Zapier account, sign up at zapier.com.
2. Access the Integration: Navigate to the SavvyCal-specific integration page on Zapier at SavvyCal Integrations.
3. Choose Your Trigger App: Select SavvyCal as your trigger app and specify the event that will initiate the workflow, such as a new meeting request.
4. Choose Your Action App: Select IdentityCheck as the action app and set up the ID verification process as the action.
5. Customize Your Workflow: Map out any data fields required and customize your workflow according to your specific needs.
6. Test Your Zap: Test your new Zap to ensure everything is functioning correctly.

How to Use IdentityCheck in SavvyCal Appointments

Once the integration is set up, using IdentityCheck with SavvyCal is straightforward:

1. Schedule an Appointment: Use SavvyCal to schedule a new appointment as you normally would.
2. Automated ID Verification: Upon a new meeting request, IdentityCheck will automatically send an ID verification request to your client.
3. Client Completes Verification: The client completes the verification process by providing the necessary identification documents.
4. Receive Notification: You’ll receive a notification once the client’s identity has been verified, allowing you to proceed confidently with the meeting.

Integrating IdentityCheck with SavvyCal not only enhances your security but also increases trust and reliability with your clients. Set up the integration today and experience a seamless, secure scheduling process.