Zapier - Action: Create a coaching appointment
With Zapier, you can create a coaching appointment for a given member.
This can be very useful for automating the creation of your appointments in SchoolMaker after each of your coaching sessions.
The structure of your Zap will look like this:
- Trigger of your choice
- Action: SchoolMaker: Create a Coaching Appointment
In the rest of this article, we'll assume that you've already set up your trigger.
Step 1: Select the SchoolMaker app
Once you've set up the trigger in your zap, select the "SchoolMaker" app.
Note: Select the "SchoolMaker" app, not the SchoolMaker (Legacy) app.
Step 2: Select the "Create a Coaching Appointment" event
Step 3: Connect your SchoolMaker school to Zapier (if you haven't already done so)
Click on "Sign In" in the "Account" field
Add the secret key then click on "Save"
The signing secret is available in your school by clicking on Settings > Integrations.
Step 4: Configure your "Create a Coaching Appointment" action
- Title: Indicate the title of your appointment or select the desired variable in a previous step
- Description: Indicate the description of your appointment or select the desired variable in a previous step
- Coaching Type: Select the type of Coaching concerned
- Date: Indicate the date of your appointment or select the desired variable in a previous step
- Duration (Hours): Indicate the number of hours of your appointment or select the desired variable in a previous step
- If your appointment lasted 1h30, indicate 1
- Duration (Minutes): Indicate the number of minutes of your appointment or select the desired variable in a previous step
- If your appointment lasted 1h30, indicate 30
- Published: Indicate the status of your appointment
- TRUE: Your appointment will be published
- FALSE: Your appointment will not be published
- Member Participants: Select the "email" variable for members
- Coaches: Select the coach(es) who delivered the coaching session
- Save: Save your new stage configuration