How to integrate YouCanBookMe with Discord to automatically notify about new appointments in YouCanBookMe on Discord

Are you utilizing YouCanBookMe to streamline your schedule management but finding it cumbersome to check each appointment registration? This time, we introduce a method to easily enhance reservation management efficiency by integrating YouCanBookMe with Discord without any coding. By leveraging this integration, you can eliminate the hassle of schedule checking and improve work productivity. This article provides a detailed explanation of the specific integration method and its benefits, so be sure to get some tips for improving work efficiency.

Recommended for

・Those who want to enhance reservation management efficiency using YouCanBookMe and Discord
・Those managing reservations or schedules and wanting to respond quickly to tasks through automatic notifications
・Those involved in tasks with multiple team members and aiming to share information smoothly
・Those wanting to streamline schedule checking and information sharing among teams in a remote work environment
・Those aiming to reduce manual schedule checking and improve work productivity

Benefits and Examples of Integrating YouCanBookMe with Discord

Quick Response to Tasks After Schedule Registration

When a new reservation is registered in YouCanBookMe, a notification is sent to Discord, allowing you to check the schedule just by checking the chat. This enables the person in charge to grasp the schedule without having to check the app every time a reservation is registered.
For example, if document preparation is needed after a schedule is registered, receiving a quick notification through chat can eliminate the time loss before starting the document preparation.
Moreover, if there are multiple persons in charge or if the work is being done in a remote work environment, the entire team can share information instantly, potentially making subsequent tasks smoother.

Efficient Collaboration Among Teams

By utilizing Discord's notification feature, you can instantly share reservation details from YouCanBookMe with team members.
For instance, when a meeting or session with a customer is scheduled, you can automatically notify related sales representatives or support teams. This simplifies information sharing and may prevent human errors such as mistakes or misunderstandings. Especially in tasks involving multiple persons in charge, notifying the entire team allows you to determine who is best suited to handle the tasks after schedule registration based on the current workload.

Reduction of Manual Notification Efforts

You can reduce the task of manually entering information into Discord to share schedules registered in YouCanBookMe with the team.
For example, if you are manually notifying schedules registered in YouCanBookMe, information sharing cannot be completed until the person in charge manually enters the notification, which is inefficient. By automating and reducing manual data entry tasks, you may alleviate the burden on the person in charge. Furthermore, by sending notifications smoothly after schedule registration without waiting for manual entry completion, it leads to smoother information sharing. This allows the entire team to focus on core tasks, potentially improving overall work productivity.

Now, let's proceed with the actual method of integrating YouCanBookMe with Discord using Yoom!

[What is Yoom]

How to Create an Integration Flow Between YouCanBookMe and Discord

This time, we will introduce how to set up a template for "notifying Discord when a schedule is registered in YouCanBookMe."

The integration flow is broadly divided into the following processes.

・Register YouCanBookMe and Discord as My Apps
・Copy the template
・Set up the YouCanBookMe trigger as the starting point of the flow, followed by the Discord operation settings
・Turn on the trigger button and verify the integration between YouCanBookMe and Discord

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Step 1: Integrate YouCanBookMe and Discord as My Apps

First, register the apps you will use as My Apps.
Registering them as My Apps in advance will make the flow setup smoother.

First, access the My Menu on the left side of the Yoom screen and click the New Connection button on the right side of the screen.

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Next, enter YouCanBookMe in the search window and select "YouCanBookMe" from the displayed options.
Once you select the app, the following screen will appear, so proceed with the settings!
・Account Name: Please set
・Access Token: Please obtain it on YouCanBookMe
※ For how to obtain the access token, please refer to here.

Press "Add" to complete!

Next, register Discord as My App.
Similarly, enter Discord in the search window and select "Discord (v2)" from the displayed options.
Once you select the app, the following screen will appear, so proceed with the settings!
・Account Name: Please set
・Access Token: Please enter the Bot token obtained on Discord
※ For how to obtain the Bot token, please check here.

Press "Add" to complete!

If YouCanBookMe and Discord are displayed in My Apps, the registration is complete!

Step 2: Set the YouCanBookMe "When a webhook is received" trigger

Once the My App registration is complete, proceed with the flow settings.
Click "Try it" on the banner below to copy the flow bot.

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If changes are needed, you can click on the relevant part to make changes.

First, set up the trigger by clicking "When a Webhook is received".

Once the following screen is displayed, proceed to set the details.

"Title" → Can be changed if necessary
"Account information to link with YouCanBookMe" → Select the account registered with My Apps
"Trigger Action" → When a Webhook is received

Once the setup is complete, click "Next".

A URL for Webhook setup will be displayed, so click the mark on the right side of the URL to copy it and set it up on the YouCanBookMe side.
※ For instructions on how to set up Webhooks in YouCanBookMe, please refer to here.

After completing the setup, click "Test" and if successful, press "Save" to finish.

Step 3: Set the Discord "Send Message" Action

Next, configure Discord.
Click the "Send Message" action.
Once the following screen is displayed, proceed with the setup.

"Title" → Can be changed if necessary
"Account information to link with Discord" → Ensure the account is correct
"Action" → Send Message

Once the setup is complete, click "Next" to proceed.

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Read the precautions displayed and proceed with the setup.

Set the Channel ID and Message Content.

・Channel ID → Obtain from within the Discord URL and set
・Message Content → Set as desired

For the Message Content:
・Set the fixed parts by direct input
・Add the output obtained from the Webhook for the variable parts
By setting it this way, you can receive notifications for each content.
To input the output, click within the message content box, and a list of candidates will appear below. Click the button on the right side of "When a Webhook is received" to display details and select the output you want to input.
※ For more about outputs, please see here.

After setting, click "Test" and if successful, click "Save" to complete!

Step 4: Set the Action

Finally, click "Turn ON Trigger" to complete the automation setup.
Check to ensure the flowbot is activated correctly.

Thank you for completing the setup!

Other Automation Examples Using YouCanBookMe

There are many other examples of automation using YouCanBookMe in Yoom, so here are a few introductions.

1.Notify Slack when an appointment is registered with YouCanBookMe
This is the Slack version of the flow bot template introduced in this article. You can use it according to the chat you are using. Try searching for the tool you are using.

2.When an appointment is registered in YouCanBookMe, register a lead in Salesforce
This is a flow bot that automatically registers a lead by referencing the information registered in YouCanBookMe. It seems useful for streamlining lead management.
※Salesforce is an app available only with the Team Plan and Success Plan. A two-week free trial is available for the paid plans.

3.Add appointments registered in YouCanBookMe to the Notion database
The last one to introduce is a flow bot that registers appointments made in YouCanBookMe into a Notion database. By utilizing the database for centralized information management, you can view the registered information at a glance.

Summary

By integrating YouCanBookMe with Discord, you can streamline appointment management. Automated notifications can eliminate the need for manual tasks and schedule checks, potentially enhancing productivity. This is particularly beneficial in remote work environments or tasks involving multiple team members, as it enables quick information sharing and can contribute to overall team performance improvement.

Be sure to try using Yoom for integration and experience the efficiency in your operations!