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Amelia integration

Turn every Amelia booking into a contact and a workflow

Connect Amelia to DoubleScale and each appointment or event booking adds the customer to your WordPress CRM and starts the automations you choose: confirmations, follow-ups, review requests and rebooking.

  • Included in every paid plan
  • Runs on your WordPress site, no API keys
  • Needs DoubleScale 1.9.6 and Pro 1.5.4 or newer
yoursite.com/wp-admin › DoubleScale
  1. New Amelia appointmentMassage · Fri 10:00 with Sara
  2. Contact added to DoubleScaleEmma Klein · emma@example.com
  3. Workflow startedSend a confirmation SMS

Illustration. Your services, employees and workflows appear here.

How it works

From booking to follow-up, on its own

Amelia and DoubleScale run on the same WordPress site, so there is nothing to connect: DoubleScale reads the bookings Amelia saves.

  1. 1

    Install both

    Keep Amelia for your booking forms and calendar, and add DoubleScale with DoubleScale Pro.

  2. 2

    Pick an Amelia trigger

    In Automations, choose an Amelia trigger and, if you like, limit it to some services, employees or events.

  3. 3

    Let bookings run it

    Each booking adds the customer as a contact, or finds the one you have, and runs the workflow.

Amelia triggers

Six moments to start a workflow

Appointments and events each have their own triggers, in the Booking Plugins group of the trigger picker.

Appointment Booked

A customer books an appointment with Amelia.

Appointment Status Changed

Any change, or only from one status to another: Approved, Pending, Canceled, Rejected or No-show.

Appointment Canceled

The appointment is canceled, by your team or with the customer's cancel link.

Appointment Rescheduled

The appointment moves to a new date or time.

Event Booked

A customer books a place at an Amelia event.

Event Booking Canceled

A booking for an event is canceled.

Filters and contacts

Run the right workflow for each booking

  • Service, employee and event filters: leave them empty for every booking, or pick the ones a workflow is for.
  • Your customers, not typed names: the contact is Amelia's customer record, so repeat customers stay one contact.
  • Names are never overwritten: a booking fills a contact's first and last name only when they are blank.
  • Phone-only customers too: a customer Amelia knows by phone still starts the workflow, for SMS or WhatsApp steps.
Amelia merge tags

Put the booking details into emails, SMS and WhatsApp messages.

  • Service or event
  • Date
  • Time
  • Employee
  • Location
  • Meeting link
  • Status
  • Price
Ideas to start with

Workflows Amelia users build first

Welcome new clients

  1. Appointment Booked
  2. Add the tag "Amelia client"
  3. Send an email with the service, date, time and meeting link

Win back no-shows

  1. Status changed to No-show
  2. Wait 1 day
  3. Send an SMS with a link to book again

Save canceled bookings

  1. Appointment Canceled
  2. Create a task for your team to call
  3. Send an email offering another time
FAQ

Amelia integration questions

How DoubleScale works with Amelia.

Which DoubleScale plan do I need for Amelia?

Amelia triggers are included in every paid DoubleScale plan. You need DoubleScale 1.9.6 and DoubleScale Pro 1.5.4 or newer, on the same WordPress site as Amelia.

Do I need Zapier or an API key?

No. Amelia and DoubleScale run on the same WordPress site, so DoubleScale reads the bookings Amelia saves. Nothing leaves your site.

Will a booking change my contact's details?

A booking never renames an existing contact: the first and last name are filled only when they are blank. A phone number is added when the booking has one.

Can a workflow run only for some services?

Yes. Appointment triggers filter by service and employee, and event triggers by event. Leave a filter empty to run for every booking.

Does DoubleScale send anything back to Amelia?

No. The integration is one way: Amelia bookings start DoubleScale workflows. Your bookings, payments and calendar stay in Amelia.

Get started today

Run your whole business from WordPress

Start with the free plugin and add Pro modules when you need them. Unlimited contacts on every plan, and your data stays on your own server.

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