Automate Your Client Onboarding Process | Email to Payment, Booking, and Storing Data in 1 Flow
In this demo, I walk through an end-to-end automation that streamlines the client onboarding process for any service business. When a prospect reaches out via email, the system automatically responds with:
A payment link
A scheduling link
A custom intake form
Once completed, all the client details—including payment status, appointment time, and form responses—are updated and tracked in a single Google Sheet. This keeps everything organized and hands-off for your team.
Perfect for coaches, consultants, instructors, agencies, and solo service providers.
Built with: Make.com, Google Sheets, Calendly, and PayPal