Want your store to react automatically whenever someone books, reschedules, or cancels an appointment? 🤖

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 — no coding needed.

Hoppy Appointments adds 8 booking triggers to Flow, so you can automatically:

• 📬 Notify your team when a new booking comes in
• 🏷️ Tag customers based on their booking activity
• ⏰ Remind staff about bookings waiting for approval
• 🔁 Follow up after cancellations or completed appointments
• 🔗 Connect your bookings with other apps through Flow connectors

All of this runs in the background, 24/7 — 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

→ New to the app? Follow “How 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.

🔔 The 8 Available Booking Triggers

Inside Shopify Flow, you’ll find the following triggers from Hoppy Appointments:

📅 Booking Created

Fires when a new free booking is confirmed — whether it was booked on your storefront, in person via POS, or created manually by your team.

💳 Payment Booking Created

Fires when a paid booking is confirmed — after the customer completes checkout and payment.

⏳ Booking Needs Approval

Fires when a booking requires manual approval from your team.

🔁 Booking Rescheduled

Fires when a booking is moved to a new date or time — includes both the previous and the new schedule.

❌ Booking Cancelled

Fires when a booking is cancelled — 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.

✅ Booking Completed

Fires when your team marks a booking’s attendance as Completed on the Bookings page — perfect for after-appointment follow-ups.

📋 Waitlist Booking Created

Fires when a customer joins the waitlist for a fully booked slot — a great signal that a time slot is in demand.

📦 What Information Comes With Each Trigger

Every trigger carries the booking’s details, so your workflows can use them in conditions and messages:

• 📅 Booking details → Date & time, duration, booking type (regular, multiday, bundle, or waitlist), and whether it was created manually by staff
• 👤 Customer details → Name and email
• 🛍️ Service details → Service name and ID
• 🔗 Linked Shopify records → The product, customer, and (for paid bookings) the order — so you can use actions like “Add customer tags”

A few special cases:

• Multiday bookings → Include both start and end dates
• Booking Rescheduled → Includes the previous and the new date & time
• Payment Booking Created → Includes the linked order

⚙️ Step 1 — Install Shopify Flow

Shopify Flow is a free app built by Shopify.

→ Open the Shopify App Store
→ Search for Flow
→ Install the app

Once installed, you’ll find it under Apps → Flow in your Shopify Admin.

🛠️ Step 2 — Create a Workflow

Open the Flow app from your Shopify Admin.

Then:

→ Click Create workflow
→ Click Select a trigger
→ Search for “booking” or browse to the Hoppy Appointments triggers
→ Pick the trigger you want — for example, Booking Created

🎯 Step 3 — Add a Condition (Optional)

Conditions let you control exactly when the workflow should run.

Example Conditions

• Booking Type is multiday → only automate for stays & rentals
• Manual Booking is false → skip bookings created by your staff in POS or admin
• Service Name contains “Consultation” → only run for a specific service

💡 Without conditions, the workflow runs for every booking event of that type — which is often exactly what you want.

🚀 Step 4 — Add Actions & Turn It On

Now choose what should happen when the trigger fires.

Popular actions include:

• 📧 Send internal email → Alert your team with the booking details
• 🏷️ Add customer tags → Mark customers for segmented marketing later
• 🔗 Connect other apps → Send a Slack message, create a task, and more through Flow connectors

Then:

→ Click Turn on to activate the workflow

Your automation is now live ⚡

💡 Example Workflows to Try

Not sure where to start? Here are a few popular setups 👇

Example 1 — 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 — Approval Reminder

• Trigger: Booking Needs Approval
• Action: Send internal email — so requests never sit waiting

Example 3 — Tag Paying Customers

• Trigger: Payment Booking Created
• Action: Add the customer tag booked-paid for future campaigns

Example 4 — 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 — Spot In-Demand Time Slots

• Trigger: Waitlist Booking Created
• Action: Send internal email — 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 — Create the Workflow

Open Shopify Flow, click Create workflow, and select a Hoppy Appointments trigger:

• Booking Created → tags every customer who completes a free booking
• Payment Booking Created → tags customers who paid at checkout
• Booking Completed → tags customers after the appointment is marked completed

Step 2 — 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 — so staff-created bookings are not tagged

Step 3 — 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 — for example, booked-appointment

Step 4 — 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 — 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 — 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 — automations run independently

🎉 Final Result

Once configured successfully:

✅ Booking events automatically trigger your workflows, 24/7
✅ Your team gets notified the moment a booking needs attention
✅ Customers are tagged and organized without manual work
✅ Follow-ups after cancellations, completions, and reschedules run themselves
✅ Your appointment system works together with the rest of your apps ✨

With Shopify Flow connected, your bookings become fully automated — so you can focus on your customers instead of your calendar 🚀

Updated on: 31/07/2026