Connect Klaviyo

Connect Klaviyo to send your booking emails from Klaviyo, with your own designs. The app sends each booking event to Klaviyo, and it can create eight ready-made email flows for you.

This needs the Ultimate plan and a Klaviyo account. Klaviyo's free plan works.

Read this first: Klaviyo takes over most booking emails#

As soon as you connect, the app stops sending these emails and sends a Klaviyo event instead:

• reminders
• booking changes (reschedules)
• cancellations
• package purchases
• waitlist emails

Customers only get these emails once your Klaviyo flows are Live. So set those flows live soon after you connect.

The app keeps sending confirmation and follow-up emails, if they are on for the service. Turn them off once your Klaviyo flows send them, or customers get two copies. See Step 4.

Text messages are not affected.

Step 1: Make an API key in Klaviyo#

1. In Klaviyo, go to Account > Settings > API Keys.
2. Click Create Private API Key.
3. Name it, and choose Full Access.
4. Click Save, then copy the key.

Use a private key. The public key does not work.

Step 2: Connect in the app#

1. In Easy Appointment Booking, click Settings > Marketing & analytics.
2. In Klaviyo, paste the key into Klaviyo API Key.
3. Click Connect.

The card shows Connected. If Klaviyo rejects the key, the app tells you and removes it.

After you connect, the key field looks empty. This is normal: the key is hidden.

Step 3: Create the ready-made flows#

1. On the same card, under Ready-made flows, click Create my flows for me.
2. The app creates eight flows in Klaviyo, each with a starter email: booking confirmation, reminder, rescheduled, cancelled, follow-up, package purchased, waitlist joined, and waitlist invitation.
3. Click Review in Klaviyo next to a flow to open it.
4. In Klaviyo, check the sender, subject, and email. Change anything you like.
5. Set the flow to Live.

New flows start as Draft. A Draft flow sends nothing.

Running Create my flows for me again does not make copies. To create one flow, click Manage my flows, then Create Klaviyo Flow next to it.

Step 4: Turn off the app's own emails#

Once your Klaviyo confirmation and follow-up flows are live, do this for each service:

1. On the Dashboard, open the service and click the Notifications tab.
2. Uncheck Send Automatic Confirmation Emails and Send Automatic Follow-up Emails.
3. If Klaviyo sends your texts too, uncheck the three text message options.
4. Leave Send reminders... set to the time you want. It still decides when Klaviyo's reminder is sent.
5. Click Save in the bar at the top of the page.

Step 5: Test it#

1. Make sure the flow is Live.
2. Make a test booking with an email address you can check. Use a different address from the one Klaviyo sends from.
3. The email should arrive within 2–3 minutes.

To see what went out, open the booking in the app and click Notifications. Messages sent through Klaviyo have a Klaviyo label.

If no emails arrive#

In Klaviyo, open the customer's profile and look at their activity.

• You see "Booking placed (Easy Appointment Booking)". The app is working. The problem is in Klaviyo: the flow is still Draft, it uses the wrong trigger, or Skip recently emailed profiles is on.
• You do not see it. In the app, check that Klaviyo still shows Connected. In Klaviyo, check that the profile is not suppressed.

If Create my flows for me fails, your key may not have enough access. Make a new key with Full Access, then in the app click Manage API Key, paste it, and click Update API key.

Build your own flows#

The app also sends Booking occurred, Booking checked-in, and Booking no-show events, which have no ready-made flow. For those, and for the variables you can use in emails, see Build your own Klaviyo flows.

Disconnect#

1. Go to Settings > Marketing & analytics > Klaviyo.
2. Click Manage API Key, then Disconnect, and confirm.

The app stops sending events and starts sending its own emails again, for the emails still checked on each service. To connect again later, make a new API key.