SimplyBook.me
· #361 most-usedBook smarter — automate every appointment from first click to follow-up
SimplyBook.me is an online appointment and scheduling platform that lets service businesses accept bookings 24/7, manage providers and services, send automated reminders, process payments, and generate invoices — all from a single dashboard. Connect it to Actionist and your agents can create and cancel appointments, register new clients, retrieve booking details, and react to real events — new bookings, cancellations, reschedules, new clients, invoices, and promotional offers — within about a minute of them happening, linking SimplyBook.me to your CRM, spreadsheets, finance tools, and communication channels without manual data entry.
Eliminates manual work. Agents eliminate manual booking entry, CRM syncing, invoice logging, and the back-and-forth of lead-to-appointment coordination across sales, HR, and finance.
What your SimplyBook.me agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
SimplyBook.me × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Qualified lead to booked discovery call, no manual steps
When a new qualified lead appears in Google Sheets, the agent creates the client in SimplyBook.me, books the discovery call with an available rep, updates the deal in HubSpot to the Booked stage, and posts a confirmation to the rep on Slack — the entire lead-to-booked sequence runs without anyone touching the scheduler.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales30 min / weekManual discovery call scheduling
Reps send a booking link, wait for the prospect to self-schedule, then manually update the CRM and notify the team — a process that spans hours and multiple tools.
Sales Agent0 minAgent books qualified leads automaticallyWhen a lead is qualified, the agent creates the SimplyBook.me client record, books the discovery call, updates the CRM, and notifies the rep — without the rep opening the scheduler.
- Marketing45 min / weekManual CRM sync after new client signup
The marketing team exports new clients from SimplyBook.me, cleans the CSV, imports it into HubSpot, and manually adds contacts to the nurture sequence — typically once a week.
Marketing Agent0 minAgent logs every new client to CRM and nurture instantlyThe New Client trigger fires within about a minute, the agent creates the HubSpot contact and enrols them in the welcome sequence automatically — no manual CSV export or import required.
- Customer Support20 min / weekManual booking lookup for every support ticket
Support agents copy a booking ID from the ticket, open SimplyBook.me in a second tab, look up the booking, and paste the details into the ticket — adding minutes to every booking-related ticket.
Customer Support Agent0 minAgent enriches every support ticket with booking contextWhen a ticket references a booking, the agent retrieves the full appointment and client record and attaches it to the ticket — the agent reads context, not reference numbers.
- Human Resources40 min / weekManual orientation scheduling per hire
HR coordinators manually add each new hire to SimplyBook.me, check the coordinator's availability, create the booking, and send confirmation — a 10-minute task per hire.
Human Resources Agent0 minAgent books orientation sessions on new-hire creationWhen a new hire appears on the onboarding roster, the agent creates their SimplyBook.me client record and books the orientation session immediately — no HR admin action required.
- Finance35 min / weekWeekly manual invoice export and entry
The finance team exports invoices from SimplyBook.me each Friday, reformats the data, and manually enters each invoice into the accounting system — a task that expands with booking volume.
Finance Agent0 minAgent syncs every SimplyBook.me invoice to finance automaticallyWhen a new invoice is created, the agent appends it to the accounts receivable tracker in Google Sheets within about a minute — no end-of-week manual export needed.
- Operations45 min / weekManual weekly scheduling dashboard review
The operations manager logs into SimplyBook.me, checks each provider's completion rate, counts cancellations, and assembles a manual report — taking 30-60 minutes each Friday.
Operations Agent0 minAgent posts a daily capacity and cancellation summary automaticallyThe operations agent retrieves booking data, calculates provider completion rates, and posts a structured summary to Slack every Friday — the report writes itself.
- Legal25 min / weekManual pre-appointment consent audit
Legal or compliance staff manually review new client lists against the consent register each week, a time-consuming process that misses clients when the list grows quickly.
Legal Agent0 minAgent audits new-client consent records weeklyEvery week the legal agent retrieves all new client records, cross-references each with the consent tracker, and flags any client missing intake documentation before their appointment.
Calculate what your team saves
Based on SimplyBook.me's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug SimplyBook.me into Actionist
Pick the connection method that suits your environment.
The fastest way to connect SimplyBook.me. Actionist opens a SimplyBook.me OAuth window — sign in with your company admin account and grant access in under 30 seconds.
Find SimplyBook.me in the Apps library and click Connect. OAuth is the default connection method.
An SimplyBook.me authorisation window opens. Sign in with your SimplyBook.me company admin account and grant Actionist the permissions it requests.
Actionist runs a test call to confirm the handshake. Your agents can now create and manage bookings and clients.
5 actions your agent can call
Read and write operations available to your Actionist agent.
6 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.