Optimantra to Jotform Real-Time Calendar Sync
Whenever a new appointment is booked in Optimantra, this workflow instantly reserves the same time slot in your Jotform calendar - preventing double bookings automatically.
What this workflow does
This workflow ensures your public-facing Jotform appointment slots stay in perfect sync with your internal Optimantra calendar. It begins with a generic trigger from Optimantra (e.g., a new appointment or schedule update). Once triggered, it automatically reserves the corresponding time slot in your Jotform scheduling form, making that time unavailable to other patients.
Why it matters
Without real-time calendar sync, practices risk double-booking patients or offering unavailable time slots - creating a frustrating patient experience and unnecessary admin cleanup. This automation solves that by keeping your internal and public calendars aligned 24/7 with no manual oversight.
Who this is for
This template is ideal for integrative clinics, wellness providers, and scheduling admins using Optimantra for internal scheduling and Jotform for patient-facing appointment requests. It’s perfect for any team that wants to maintain accurate, up-to-date availability without juggling two calendars.
Key benefits
• Prevent double bookings with real-time calendar sync
• Automatically block time slots on Jotform when booked in Optimantra
• Improve patient experience with accurate availability
• Eliminate manual updates across scheduling platforms
• Easy to implement - no code or developer needed
