Shopify Flow is Shopify's free automation app. With it, you can say "when this happens, do that" without writing code. For example: when a booking is placed, tag the customer and send your team a Slack message.
Easy Appointment Booking sends booking events to Flow. This needs the Ultimate plan.
Step 1: Turn it on in the app
- Click Settings in the app menu, then Marketing & analytics.
- In Shopify Flow, click Enable Shopify Flow.
A message confirms it is on. Every trigger below is now active.
To turn it off later, click Disable Shopify Flow in the same place.
Step 2: Build a workflow in Flow
- In your Shopify admin, open Apps > Flow.
- Click Create workflow.
- Click Select a trigger and search for Easy Appointment Booking.
- Choose a trigger, such as Booking Placed.
- Optional: add a condition, such as "Event name is Wine Tasting".
- Click Add action and choose what should happen, such as Add customer tags.
- Click Turn on workflow.
The triggers
| Trigger | When it runs |
|---|---|
| Booking Placed | A booking is made |
| Booking Cancelled | A booking is cancelled, by you or the customer |
| Booking Rescheduled | A booking moves to a new time |
| Booking Reminder | The reminder goes out before the appointment |
| Booking Occurred | The appointment time has passed |
| Booking Completed | The follow-up goes out after the appointment |
| Booking Checked In | A customer is checked in |
| Booking No-Show | A booking is marked as a no-show |
| Package Purchased | A customer buys a package |
Free bookings use the "Without Order" triggers
Each trigger has a twin with Without Order in its name, such as Booking Placed Without Order.
- A paid booking has a Shopify order, so the normal trigger runs.
- A free booking has no order, so the Without Order trigger runs.
A workflow that starts with Booking Placed does not run for free bookings. If you take free bookings, make a second workflow that starts with Booking Placed Without Order. The quickest way is to duplicate the first workflow and change its trigger.
Without Order workflows cannot use order actions, such as Add order tags. Use customer actions instead, such as Add customer tags.
Every trigger needs a Shopify customer. For a free booking, the app finds the customer by email, or creates one. This is why free bookings can add people to your Customers list. A booking with no email address does not send a trigger.
Ideas
- Tag customers who booked. Booking Placed → Add customer tags "booked". Use the tag for marketing.
- Tell your team. Booking Placed → Send Slack message with the customer's name, service, and time.
- Win back cancellations. Booking Cancelled → Send internal email so someone follows up.
- Charge no-show fees. Booking No-Show → start your no-show process.
- Follow up on free consultations. Booking Completed Without Order → Add customer tags "free-consult", then send those customers an offer.
Booking details you can use
Each trigger includes the booking's details, which you can use in conditions and actions: booking ID, customer name, email, and phone, event name, description, location, and meeting link, start date and time, end time, time zone, number of attendees, variant, team member name, email, and contact link, reschedule link, shipping address, and, where it applies, the bundle or package code.
Every trigger includes the Shopify customer. The normal triggers also include the Shopify order.
Good to know
- A gifted package runs Package Purchased for the person who gets the gift. If the gift is scheduled for later, the trigger runs on that date.
- If a Flow action fails, the booking is not affected. Flow shows failed runs in the workflow's history.