Appointment Scheduling
Jotform to Zenoti Appointment Scheduling
When a new Jotform is submitted, this workflow creates a guest profile and books their appointment in Zenoti - no manual entry required.
Jotform
→
Keragon
→
Zenoti EMR
Your medspa or wellness practice is getting bookings through Jotform, but someone still has to manually create the guest profile and appointment in Zenoti after every submission.
Who this is for
This template is built fo you if:
- You run a medspa, wellness clinic, or beauty practice using Zenoti for management
- Jotform is your intake or booking form, but it's not connected to Zenoti
- Your staff spends time after each submission manually creating guests and scheduling appointments
- You want a no-code solution that handles both guest creation and booking in one automated flow
How it works
- A client submits your Jotform booking or intake form
- Keragon checks whether the guest already exists in Zenoti
- If new, a guest profile is created in Zenoti using the form data
- An appointment is booked in Zenoti for the new or existing guest using the service and time from the form
- The entire intake-to-booking flow completes automatically — no staff action needed
Key benefits
- Jotform to Zenoti guest creation and appointment booking fully automated
- No duplicate guest profiles — new and returning clients handled correctly every time
- Appointments booked instantly from form data without any staff involvement
- Ideal for medspa and wellness practices at any volume
How to get started
1
Click “Run this workflow”
You’ll be prompted to sign up or log in to your Keragon account. Once inside, you’ll land on your dashboard with a pre-filled prompt in the AI chat.
2
Generate the workflow with AI
Click the CTA in the chat to let Keragon AI build the workflow for you automatically - no manual setup needed.
3
Review and publish
Once the workflow is generated, configure and review it in the canvas, then publish with one click. Your automation will start running immediately.
Your AI prompt
This prompt will be automatically loaded in Keragon AI. Simply run it to generate your workflow, or copy and customize it first.
I use Jotform for client booking and Zenoti for practice management.
When a client submits a booking form through Jotform, I want Keragon to:
1. Check whether the client already exists in Zenoti as a guest.
2. If they're new, create a guest profile in Zenoti using the form data (name, contact info, preferences).
3. Book an appointment in Zenoti for the new or existing guest using the service and time details from the form.
The workflow should handle both new and returning clients.
I use Jotform for client booking and Zenoti for practice management.
When a client submits a booking form through Jotform, I want Keragon to:
1. Check whether the client already exists in Zenoti as a guest.
2. If they're new, create a guest profile in Zenoti using the form data (name, contact info, preferences).
3. Book an appointment in Zenoti for the new or existing guest using the service and time details from the form.
The workflow should handle both new and returning clients.
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