Benefits of integrating Appointedd

The integration between Appointedd and FreeAgent offers significant benefits to businesses seeking streamlined operations and enhanced financial management. By connecting these platforms, your balance sheet remains effortlessly updated with all online bookings. This automation extends to generating invoices directly from scheduled appointments and facilitating deposits and payments online, ensuring accuracy and efficiency in financial transactions.

The integration eliminates the need for manual data entry by automatically matching customer contacts between Appointedd and FreeAgent. This seamless synchronisation not only saves valuable administrative time but also reduces the risk of errors associated with manual input. By centralising data securely in the cloud, businesses gain peace of mind knowing that their information is both accessible and protected.

With real-time updates and comprehensive insights into business performance, users can quickly assess their financial health at a glance. This transparency empowers businesses to make informed decisions promptly, leveraging data-driven strategies to drive growth and profitability.

How Appointedd works with FreeAgent

Appointedd automatically updates FreeAgent with every booking made through its platform. This includes creating invoices directly from scheduled appointments, reflecting accurate financial transactions in real-time.

Deposits and payments processed through Appointedd are seamlessly recorded in FreeAgent, ensuring that your balance sheet remains current and accurate without manual intervention.

The integration synchronises customer contacts between Appointedd and FreeAgent. This means that when a new client books an appointment, their contact information is automatically transferred to FreeAgent, eliminating the need for duplicate data entry and ensuring consistency across platforms.

All synchronised data is securely stored in the cloud, meeting stringent security standards to protect sensitive financial and customer information.

By integrating scheduling and financial data, businesses gain valuable insights into their operations. They can easily track revenue generated from appointments, analyse booking trends and assess overall business performance at a glance.

How do I get started with Appointedd?

You can connect FreeAgent with Appointedd by following these steps:

1. Log in to your Appointedd account and navigate to the ‘Connect’ tab.

2. Select FreeAgent from the list of integrations and select ‘Connect’.

3. Log in to your FreeAgent account to authorise the integration.

4. To import your FreeAgent customers to Appointedd, select the customers tab, select ‘Import’ and then select ‘Import from FreeAgent’.

Once you've connected your FreeAgent and Appointedd accounts, an invoice will be automatically generated when a booking is made.