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SimplyBook.me Make integrationAutomate SimplyBook.me with Make.

What if every booking in SimplyBook.me could set the next task in motion by itself? The SimplyBook.me Make integration offers 28 modules: 1 instant trigger, 22 actions and 5 searches. This guide shows how to link your account and build a first scenario that works.

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What you can automate

What can the SimplyBook.me Make integration do for you?

The SimplyBook.me Make integration plugs your booking system into Make, a no-code tool where you build a scenario: an automation made of modules, each one a brick that watches, reads or changes something. Here those bricks handle bookings, clients, notes, invoices and open slots, so booking data reaches your other tools without anyone retyping it.

A team that hears about booking changes. Watch Booking Events fires as soon as SimplyBook.me reports a booking event, Get Booking's Details pulls the full record, and Create a Note leaves a written trace for the staff inside SimplyBook.me.

One clean record per client. When a lead fills a form in another app, Search Clients checks whether that person is already on file, then Create a Client or Update a Client keeps a single entry instead of duplicates.

The next free time, offered without a phone call. Get the First Available Slot returns the earliest opening and Create a Booking reserves it, which fits a follow-up flow after a sales call or a web form.

The doc gives no numbered limit for this app, and anything the 28 modules leave out goes through Make an API Call. New to the editor? The Make training covers the basics, and the Acuity Scheduling Make integration shows the same logic with another booking tool. Still choosing a platform? The n8n vs Make comparison lays out the criteria.

Connect

How do you connect SimplyBook.me to Make?

  1. 01

    Create an API key in SimplyBook.me

    Your SimplyBook.me account needs the API plugin switched on. In the admin panel, open Custom features, then API Custom features and API user keys. Create a key and keep a copy of its value somewhere safe.

  2. 02

    Add a module and open the connection

    In your scenario, add any SimplyBook.me module and click Create a connection. A connection is your SimplyBook.me account linked to Make once, then reused by every module of the app. For the instant trigger, click Create a webhook first.

  3. 03

    Fill in three fields and save

    Type your account email in User login, the identifier from your SimplyBook.me address in Company (the part before .simplybook.me), and paste the key in API key. Name the connection if you like, then click Save.

First scenario

Your first scenario with SimplyBook.me

GoalWhen a booking event happens in SimplyBook.me, Make fetches the booking's details and saves a note for the team.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the big + to place the first module. Every box you add is a module, one brick of the chain.

  2. 02

    Set the booking trigger

    Search for SimplyBook.me and pick Watch Booking Events. Click Create a webhook, then Create a connection and fill in your login, company identifier and API key.

  3. 03

    Fetch the full booking

    Click the + on the right of the trigger and add Get Booking's Details. Map the booking data the trigger received, so this module knows which booking to read.

  4. 04

    Write the note and test

    Add Create a Note and map the details you want the team to see. Click Run once, trigger a booking event in SimplyBook.me, then open the bundles each module received to check the note.

  5. 05

    Switch it on

    Once the test note looks right, switch the scenario on. Because the trigger is instant, SimplyBook.me calls Make for each new booking event and every module run counts as one operation on your plan.

Triggers

What starts a SimplyBook.me scenario?

1 module starts a scenario when something happens in SimplyBook.me. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by SimplyBook.me as soon as it happens.

SimplyBook.me1Watch Booking Events

Watch Booking Events

Instant trigger

In MakeTriggers on booking events.

Watch Booking Events hands your scenario each booking event from SimplyBook.me as it happens, so the rest of the flow can react to the change instead of someone noticing it later. Each event arrives as a bundle, one item passed on to the next module.

How it fires
instant, SimplyBook.me calls Make through a webhook as soon as the event happens; the module carries the lightning badge.
When to use it
any flow that follows the life of a booking, such as alerting staff or copying the booking into another app.
Watch out
the doc asks you to click Create a webhook before Create a connection when you add this module.
Modules

What SimplyBook.me can do inside Make

SimplyBook.me gives you 27 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

SimplyBook.me1

Accept a Payment

Action

In MakeAccepts a payment.

Accept a Payment records a payment in SimplyBook.me straight from your scenario, so the booking system shows the money as received without anyone opening the admin panel.

When to use it
a payment is confirmed in another tool, a checkout or an accounting app, and SimplyBook.me has to know about it too.
SimplyBook.me2

Apply a Promo Code

Action

In MakeApplies an existing promo code.

With Apply a Promo Code, a discount you already set up in SimplyBook.me gets attached automatically, so clients get their reduction without a manual edit.

When to use it
a partner form or a loyalty list in another app decides who deserves the offer.
Watch out
the module applies an existing code; create the code in SimplyBook.me first.
SimplyBook.me3

Cancel a Booking

Action

In MakeCancels an existing booking.

Cancel a Booking frees the slot of an existing booking from your scenario, which keeps the calendar honest when the cancellation comes from somewhere else.

When to use it
a client cancels by email, chat or form in another tool and the booking must disappear from SimplyBook.me.
Watch out
the module cancels whatever booking it receives, so check the booking first with Get Booking's Details.
SimplyBook.me4

Create a Booking

Action

In MakeCreates a new booking.

Create a Booking adds a new appointment to SimplyBook.me, so a request collected anywhere ends up in the calendar without a second entry.

When to use it
after a web form, a chatbot or a CRM step where the client has already picked a time.
Watch out
run Search Available Slots or Get the First Available Slot before it, so the booking lands on a time that is really open.
SimplyBook.me5

Create a Booking's Comment

Action

In MakeCreates a comment for booking.

This module pins a comment to a booking, which gives staff the context they need right where they look before the appointment.

When to use it
the client answered questions in a form or a support ticket, and the practitioner should read those answers on the booking itself rather than in another app.
SimplyBook.me6

Create a Client

Action

In MakeCreates a new client.

Create a Client opens a new client record in SimplyBook.me, ready for future bookings, so contacts gathered by other tools do not have to be typed in again.

When to use it
a new customer signs up in your shop, CRM or newsletter tool.
Watch out
place Search Clients before it to avoid creating the same person twice.
SimplyBook.me7

Create a Detailed Report

Action

In MakeCreates a new detailed report.

Create a Detailed Report asks SimplyBook.me to build a new detailed report, which spares you from exporting it by hand from the admin panel.

When to use it
a manager wants booking figures sent to a spreadsheet or a shared folder in another app.
Watch out
this module only asks for the report; to read it in the scenario, add Get a Report after it.
SimplyBook.me8

Create a Note

Action

In MakeCreates a new note.

Create a Note writes a new note in SimplyBook.me, a handy place to leave information for the team that does not belong to a single booking.

When to use it
a scenario detects something staff should read, like a booking event that needs a follow-up, and you want the message inside the tool they already use.
SimplyBook.me9

Delete a Client

Action

In MakeDeletes an existing client.

Delete a Client removes an existing client from SimplyBook.me, which helps when a contact asks to be erased or was a duplicate from the start.

When to use it
a deletion request is logged in another tool and must reach the booking system too.
Watch out
the module acts on the client it receives, so confirm the right person with Get a Client beforehand.
SimplyBook.me10

Delete a Note

Action

In MakeDeletes an existing note.

Delete a Note clears an existing note out of SimplyBook.me, so old reminders stop cluttering the space staff read.

When to use it
the task a note referred to is marked done in another tool, and the note has no reason to stay.
Watch out
pair it with Search Notes or Get a Note so only the intended note reaches this module.
SimplyBook.me11

Get a Client

Action

In MakeRetrieves an existing client.

Get a Client returns one existing client record from SimplyBook.me, giving the next modules the contact details they need to write a message or update another tool.

When to use it
you already hold the client's identifier, for example from a booking, and want the full profile rather than a search that could return several people.
SimplyBook.me12

Get an Invoice

Action

In MakeRetrieves an existing invoice.

Get an Invoice brings back one existing invoice from SimplyBook.me, so its data can travel to your accounting tool or a client email without a manual export.

When to use it
you know which invoice you need, often after Search Invoices or a payment step, and want to pass its content along.
SimplyBook.me13

Get a Note

Action

In MakeRetrieves an existing note.

Get a Note reads a single note from SimplyBook.me and hands its content to the rest of the scenario, which is useful when a note carries instructions another tool should act on.

When to use it
you have the note's identifier and need its text before updating it or copying it into a task manager.
SimplyBook.me14

Get a Report

Action

In MakeRetrieves an existing report.

Get a Report fetches an existing report by its identifier, which is how the output of Create a Detailed Report actually reaches the rest of your stack.

When to use it
right after the report request, to send the result to a spreadsheet or a shared drive.
Watch out
the module reads one report at a time, so map which report you want from the previous step.
SimplyBook.me15

Get Booking's Details

Action

In MakeGets booking's detailed info.

Get Booking's Details returns the full information of one booking, so later modules can work with the whole record instead of a few fields.

When to use it
just after Watch Booking Events, before writing a note, updating a CRM or messaging the client.
Watch out
map the booking from the previous module so the right one is read.
SimplyBook.me17

Get the First Available Slot

Action

In MakeRetrieves the first available slot.

Get the First Available Slot answers the most common booking question in one step: when is the earliest opening? It returns that single slot rather than a full list.

When to use it
a lead should be offered the soonest time, or Create a Booking needs a time that is free.
Watch out
reach for Search Available Slots when the client needs a choice.
SimplyBook.me18

Issue a Gift Card

Action

In MakeIssues an existing gift card.

Issue a Gift Card hands out a gift card already defined in SimplyBook.me, so a reward or a gift purchase turns into a usable card without admin work.

When to use it
an order in your online shop or a referral in another tool should give the client a card to spend on a booking.
Watch out
the card must exist in SimplyBook.me before the scenario issues it.
SimplyBook.me19

Make an API Call

Action

In MakePerforms an arbitrary authorized API call.

Make an API Call is the escape hatch: it lets the scenario reach any endpoint of the SimplyBook.me API with the same connection, covering what the listed modules leave out.

When to use it
you need an operation the list does not offer.
Watch out
you describe the request yourself, so keep the SimplyBook.me API documentation open while you set it up.
SimplyBook.me20

Update a Booking

Action

In MakeUpdates an exsisting booking.

Update a Booking changes an existing appointment in SimplyBook.me, so a new time or a corrected detail agreed elsewhere shows up in the calendar without a manual edit.

When to use it
a client moves a meeting through a form or a support conversation handled in another app.
Watch out
check the new time with Search Available Slots before sending the change.
SimplyBook.me21

Update a Client

Action

In MakeUpdates an existing client.

Update a Client edits an existing client record, so a phone number or email changed in your CRM stays identical in SimplyBook.me.

When to use it
another tool is your reference for contact data and SimplyBook.me should follow it.
Watch out
find the client with Search Clients first; an update needs to know exactly which record to touch.
SimplyBook.me22

Update a Note

Action

In MakeUpdates an existing note.

Update a Note rewrites an existing note, which keeps one living note current instead of piling up new ones each time something changes.

When to use it
a status tracked in another tool, like an order or a support ticket, should be reflected on the note staff already read.
Watch out
map the note from Get a Note or Search Notes.
SimplyBook.me23

Search Available Slots

Search

In MakeSearches for available slots or lists them all.

Search Available Slots finds open times in SimplyBook.me, or lists them all, and returns each slot as its own bundle, so you can offer several choices.

When to use it
a client should pick among options in a chat, an email or a form.
Watch out
a search can return zero, one or many slots, and each slot passed to the next module counts as one operation.
SimplyBook.me24

Search Bookings

Search

In MakeSearches for bookings or lists them all.

Search Bookings looks up bookings in SimplyBook.me, or lists them all, giving you the appointments to act on in a single module.

When to use it
you need several bookings at once, to copy them into a spreadsheet or to find the one that matches a request from another tool.
Watch out
the result can be empty, so plan what the scenario does then.
SimplyBook.me25

Search Clients

Search

In MakeSearches for clients or lists them all.

Search Clients checks your SimplyBook.me client list, or returns it whole, which is the safest way to know whether someone is already on file.

When to use it
before Create a Client, to avoid duplicates, or before Update a Client, to get the right record.
Watch out
several clients can match, and each one continues through the scenario as a separate bundle.
SimplyBook.me26

Search Invoices

Search

In MakeSearches for invoices or lists them all.

Search Invoices pulls invoices from SimplyBook.me, filtered by your search or all of them, so billing data can flow to accounting without a manual export.

When to use it
your bookkeeper wants the invoices in a spreadsheet, or a payment in another tool must be matched with its invoice.
Watch out
expect several bundles when many invoices match.
SimplyBook.me27

Search Notes

Search

In MakeSearches for notes or lists them all.

Search Notes finds notes stored in SimplyBook.me, or lists every one, so the scenario can pick up the notes it needs to update, copy or remove.

When to use it
before Update a Note or Delete a Note, when you do not hold the note's identifier yet.
Watch out
each note found moves on as its own bundle.
Need help

Need help automating SimplyBook.me with Make?

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FAQ

Questions about SimplyBook.me and Make

01Is the SimplyBook.me Make integration free?
Yes, SimplyBook.me is a standard app, so it works on the Make Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between two scheduled runs, and 5 minutes of execution per run. Make counts each module run on one bundle as an operation, and your plan sets how many credits you get each month. Paid plans lower the interval to 1 minute and remove the cap on active scenarios. On the SimplyBook.me side, you need an active account with the API plugin enabled.
02What do you need to connect SimplyBook.me to Make?
You need an active SimplyBook.me account with the API plugin enabled and an API key. Create the key in the admin panel under Custom features, API Custom features, then API user keys. In Make, click Create a connection on any SimplyBook.me module and fill in User login with your account email, Company with the identifier from your SimplyBook.me address, and API key with the value you copied. Click Save and the connection is ready for every module of the app.
03Does the SimplyBook.me trigger in Make react instantly?
Yes. Watch Booking Events is an instant trigger: SimplyBook.me calls Make through a webhook as soon as a booking event happens, so the scenario does not wait for a scheduled check. That is why the doc asks you to click Create a webhook before Create a connection when you add the module. It is the only trigger of the app. All other modules are actions and searches that run once something else has started the scenario.
04What if a SimplyBook.me module is missing in Make?
Use Make an API Call. This module reaches any endpoint of the SimplyBook.me API with the connection you already have, so an operation missing from the 28 listed modules can still run in your scenario. You describe the request yourself, which means reading the SimplyBook.me API documentation first. The Make doc for this app gives no numbered limit, so there is no documented cap to plan around beyond the rules of your Make plan.
05Make or n8n for SimplyBook.me?
It depends on your criteria rather than on the app. Make covers SimplyBook.me with 28 ready modules, an instant trigger on booking events and Make an API Call for the rest, all inside a visual editor. n8n also offers nodes for many apps, so check whether one exists for SimplyBook.me and compare what each covers for your use case. The deciding points are usually where your other automations already live and which editor your team prefers to maintain.