How to integrate STORES Reservation with Gmail to automatically send reservation registrations from STORES Reservation to the reserver's Gmail

Providing necessary information at the time of booking is essential for running a salon or event. By integrating STORES Reservation with Gmail, you can automatically send emails when a reservation is completed. This reduces manual errors and ensures accurate communication of reservation details.

Recommended for

Those using STORES Reservation and facing challenges in customer service or information sharing
Those who want to integrate STORES Reservation with Gmail to streamline reservation confirmation tasks
Those who want to share accurate reservation data

Benefits and Examples of Integrating STORES Reservation with Gmail

Benefit 1: Provide Information in Advance

By integrating STORES Reservation with Gmail, you can communicate pre-appointment notes and preparation details when a reservation is completed. For example, if a medical check-up is booked through STORES Reservation, you can automatically send information about items to bring and dietary restrictions for the day of the examination. This ensures that patients know what they need to prepare in advance, allowing for a smoother examination on the day. Especially for tests and check-ups, where prior communication is often necessary, this automation can be very effective.

Benefit 2: Smooth Customer Service

For events or seminars with a large number of participants, reservation confirmation emails are important. However, manually handling reservation confirmation emails can lead to notification errors or delays. By automatically sending emails when a reservation is registered in STORES Reservation, you may be able to streamline customer service. For example, by including the event start time and location in the email, participants can attend the event or seminar without confusion.

Benefit 3: Reduce Human Errors

Sending reservation confirmation emails during business hours at a beauty salon or nail salon is both time-consuming and labor-intensive. By introducing automation for sending reservation confirmation emails, staff will no longer need to send these emails manually. For instance, even if a reservation is made outside business hours, an email will be automatically sent to the reserver, eliminating the need to send it the next business day. Additionally, when sending reservation confirmation emails manually, there is a higher risk of misdelivery or omission, but this risk can be mitigated.

We will introduce the automation method using Yoom by integrating STORES Reservation with Gmail.

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How to Create a Flow for Integrating STORES Reservation with Gmail

This time, we will introduce the setting method for the following template: "Automatically send Gmail to the reserver when a reservation is registered in STORES Reservation." By using this template, you do not need to set up automation from scratch, making it convenient.

The integration flow is broadly created through the following processes. - Register STORES Reservation and Gmail as My Apps - Copy the template - Set the trigger for STORES Reservation, which serves as the starting point of the flow, and configure the subsequent Gmail operations - Turn on the trigger button and verify the integration between STORES Reservation and Gmail If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in. Step 1: Register STORES Reservation and Gmail as My Apps Please register STORES Reservation and Gmail as My Apps to connect them to Yoom. Pre-registering as My Apps will ensure smooth completion of the automation settings. First, let's register STORES Reservation as My App. Click "My Apps" → "New Connection" on the left side of the Yoom screen. Search for STORES Reservation using "Search by App Name" or find it from the app list. The following screen will be displayed, so check the explanation and set the "Account Name" and "Access Token." Next, move on to registering Gmail as My App. Similarly, search for Gmail using the search bar or find it from the app list. Once the following screen is displayed, sign in to Gmail. If STORES Reservation and Gmail are displayed in My Apps, the registration is complete. Step 2: Copy the Template To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, please do so from the screen below.
First, click "When a reservation is registered" to proceed with the settings of STORES reservation.

Step 3: Setting the trigger for STORES reservation as the starting point of the flow and the subsequent Gmail operation settings

The following screen will be displayed, so please check the settings.

"Title" → Can be changed freely
"Account information linked with STORES reservation" → Check for discrepancies
"Trigger action" → When a reservation is registered

When the following screen is displayed, set the "Trigger activation interval".
Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Note: The trigger activation interval varies depending on the plan, so please be careful.

Once set, click "Test" → "Test successful" → "Save".

Next, click "Send email" to set up Gmail.
When the following screen is displayed, please check the settings.

"Title" → Can be changed freely
"Account information linked with Gmail" → Check for discrepancies

Scroll down to set the "Email content".
Set the "To" and "Subject".

Next, set the body text.
By using the output from STORES reservation, you can easily send reservation information.
Click the arrow in the red frame to display the output from STORES reservation.
Select the output you want to use and create the body text as shown below.
Once set, click "Save".

The confirmation screen will be displayed as shown below, so check for any mistakes and click "Test" → "Test successful" → "Save".

Step 4: Turn on the trigger button and check the linkage operation between STORES reservation and Gmail

Finally, click "Turn on trigger" to complete the automation settings.
Check if the flow bot is operating normally.

Here is the template used this time.

Other Automation Examples Using STORES Reservation

1. This is a flow where reservations registered with STORES Reservation are automatically added to Google Sheets.
You can also register reservation information in Google Sheets.
This reduces the burden on staff as they do not have to manually enter reservations.

2. This is a flow where once registered with STORES Reservation, it is automatically added to Smaregi.
By registering reservation information in Smaregi, data management will become easier.
Each time a new reservation is registered, the effort of registering it in Smaregi is saved.

3. This is a flow where reservation information registered in STORES is notified via Slack and automatically stored in Google Sheets.
‍Not only can you notify reservation information, but you can also save it in Google Sheets, making it convenient for managing reservation information.
Since the entire process is automated, you can reduce the time spent on manual input.

Summary

Automating the notification of reservation information from STORES Reservation to Gmail will bring significant benefits to both customers and staff.
By providing necessary information in advance, it will prevent troubles due to lack of preparation and ensure smooth progress on the event day.
Additionally, it can avoid misdelivery or omissions that often occur with manual operations, leading to improved efficiency.
In this way, automating reservation notifications can also enhance convenience and peace of mind.

Let's streamline the sending of reservation emails by utilizing automation with Yoom.