> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.hoppyapps.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # ⚑ How Does Appointment Bookings Work with Shopify Flow Want your store to react automatically whenever someone books, reschedules, or cancels an appointment? πŸ€– That’s exactly what the **Hoppy Appointments \+ Shopify Flow** integration is designed for. **Shopify Flow** is Shopify’s free automation tool. It watches for events in your store and runs the actions you choose β€” no coding needed. Hoppy Appointments adds **8 booking triggers** to Flow, so you can automatically: * πŸ“¬ Notify your team when a new booking comes in * 🏷️ Tag customers based on their booking activity * ⏰ Remind staff about bookings waiting for approval * πŸ” Follow up after cancellations or completed appointments * πŸ”— Connect your bookings with other apps through Flow connectors All of this runs in the background, 24/7 β€” so nothing slips through while you’re busy running your store ✨ --- # **⚠️ Before You Begin** Before setting up booking automations, make sure: * The **Hoppy Appointments** app is installed on your Shopify store * You have at least one **active** service β†’ New to the app? Follow β€œHow to Setup Appointment Booking Services” first * The **Shopify Flow** app is installed (it’s free and built by Shopify) ℹ️ Good to know: There’s nothing to enable inside Hoppy Appointments. As soon as the app is installed, all 8 booking triggers automatically appear inside Shopify Flow. --- # **πŸ”” The 8 Available Booking Triggers** Inside Shopify Flow, you’ll find the following triggers from Hoppy Appointments: --- ## **πŸ“… Booking Created** Fires when a new **free** booking is confirmed β€” whether it was booked on your storefront, in person via POS, or created manually by your team. --- ## **πŸ’³ Payment Booking Created** Fires when a **paid** booking is confirmed β€” after the customer completes checkout and payment. --- ## **⏳ Booking Needs Approval** Fires when a booking requires manual approval from your team. --- ## **πŸ” Booking Rescheduled** Fires when a booking is moved to a new date or time β€” includes both the previous and the new schedule. --- ## **❌ Booking Cancelled** Fires when a booking is cancelled β€” by your team or by the customer. --- ## **🚫 Booking Declined** Fires when your team declines a booking that was waiting for approval, or a waitlist request. --- ## **βœ… Booking Completed** Fires when your team marks a booking’s attendance as **Completed** on the Bookings page β€” perfect for after-appointment follow-ups. --- ## **πŸ“‹ Waitlist Booking Created** Fires when a customer joins the waitlist for a fully booked slot β€” a great signal that a time slot is in demand. --- # **πŸ“¦ What Information Comes With Each Trigger** Every trigger carries the booking’s details, so your workflows can use them in conditions and messages: * πŸ“… **Booking details** β†’ Date & time, duration, booking type (regular, multiday, bundle, or waitlist), and whether it was created manually by staff * πŸ‘€ **Customer details** β†’ Name and email * πŸ›οΈ **Service details** β†’ Service name and ID * πŸ”— **Linked Shopify records** β†’ The product, customer, and (for paid bookings) the order β€” so you can use actions like β€œAdd customer tags” A few special cases: * **Multiday bookings** β†’ Include both start and end dates * **Booking Rescheduled** β†’ Includes the **previous** and the **new** date & time * **Payment Booking Created** β†’ Includes the linked order --- # **βš™οΈ Step 1 β€” Install Shopify Flow** Shopify Flow is a free app built by Shopify. β†’ Open the **Shopify App Store** β†’ Search for **Flow** β†’ Install the app Once installed, you’ll find it under **Apps β†’ Flow** in your Shopify Admin. --- # **πŸ› οΈ Step 2 β€” Create a Workflow** Open the **Flow** app from your Shopify Admin. Then: β†’ Click **Create workflow** β†’ Click **Select a trigger** β†’ Search for β€œbooking” or browse to the **Hoppy Appointments** triggers β†’ Pick the trigger you want β€” for example, **Booking Created** --- # **🎯 Step 3 β€” Add a Condition (Optional)** Conditions let you control exactly when the workflow should run. ### **Example Conditions** * **Booking Type** is `multiday` β†’ only automate for stays & rentals * **Manual Booking** is `false` β†’ skip bookings created by your staff in POS or admin * **Service Name** contains β€œConsultation” β†’ only run for a specific service πŸ’‘ Without conditions, the workflow runs for every booking event of that type β€” which is often exactly what you want. --- # **πŸš€ Step 4 β€” Add Actions & Turn It On** Now choose what should happen when the trigger fires. Popular actions include: * πŸ“§ **Send internal email** β†’ Alert your team with the booking details * 🏷️ **Add customer tags** β†’ Mark customers for segmented marketing later * πŸ”— **Connect other apps** β†’ Send a Slack message, create a task, and more through Flow connectors Then: β†’ Click **Turn on** to activate the workflow Your automation is now live ⚑ --- # **πŸ’‘ Example Workflows to Try** Not sure where to start? Here are a few popular setups πŸ‘‡ ### **Example 1 β€” Team Alert for New Bookings** * **Trigger:** Booking Created * **Action:** Send internal email to your staff with the customer name, service, and booking date --- ### **Example 2 β€” Approval Reminder** * **Trigger:** Booking Needs Approval * **Action:** Send internal email β€” so requests never sit waiting --- ### **Example 3 β€” Tag Paying Customers** * **Trigger:** Payment Booking Created * **Action:** Add the customer tag `booked-paid` for future campaigns --- ### **Example 4 β€” After-Appointment Follow-Up** * **Trigger:** Booking Completed * **Action:** Tag the customer as `appointment-completed`, or notify your marketing app to request a review --- ### **Example 5 β€” Spot In-Demand Time Slots** * **Trigger:** Waitlist Booking Created * **Action:** Send internal email β€” a signal to open more availability for that service --- # **🏷️ How to Tag Customers Who Book a Meeting** Tagging customers who book appointments makes it easy to segment your audience, send targeted follow-ups, or identify loyal bookers inside Shopify. Hoppy Appointments sends the customer's Shopify ID (`customer_id`) with every Flow trigger, so you can use Shopify Flow's built-in **Add customer tags** action. --- ## **Step 1 β€” Create the Workflow** Open Shopify Flow, click **Create workflow**, and select a Hoppy Appointments trigger: * **Booking Created** β†’ tags every customer who completes a free booking * **Payment Booking Created** β†’ tags customers who paid at checkout * **Booking Completed** β†’ tags customers after the appointment is marked completed --- ## **Step 2 β€” Add a Condition (Optional)** If you only want to tag customers for a specific service or booking type, add a condition: * **Service Name** contains "Consultation" * **Booking Type** is `multiday` * **Manual Booking** is `false` β€” so staff-created bookings are not tagged --- ## **Step 3 β€” Add the Customer Tag Action** 1. Click **Add action** 2. Search for and select **Add customer tags** 3. In the **Customer** field, choose the `customer_id` variable from the trigger 4. In the **Tags** field, enter the tag you want to apply β€” for example, `booked-appointment` --- ## **Step 4 β€” Turn On the Workflow** Click **Turn on**. From now on, every customer who matches your trigger and condition will be tagged automatically. ⚠️ **Good to know:** If a customer checks out as a guest or no Shopify customer record exists for their email, the tag action will not apply. --- # **⚠️ Good to Know** * **Paid bookings** fire only **after checkout is completed** β€” nothing triggers when a customer just picks a time slot * **Bundle bookings** fire once per session date in the package * Bookings created by your team (in admin or POS) include **Manual Booking \= true** β€” use it in conditions if you only want customer self-bookings * If a customer checks out as a guest, the booking may not link to a Shopify customer record * If a workflow ever fails, your bookings are **never affected** β€” automations run independently --- # **πŸŽ‰ Final Result** Once configured successfully: βœ… Booking events automatically trigger your workflows, 24/7 βœ… Your team gets notified the moment a booking needs attention βœ… Customers are tagged and organized without manual work βœ… Follow-ups after cancellations, completions, and reschedules run themselves βœ… Your appointment system works together with the rest of your apps ✨ With Shopify Flow connected, your bookings become fully automated β€” so you can focus on your customers instead of your calendar πŸš€ ---