How NewStore connects with Appointedd
NewStore integrates with Appointedd to let your staff manage appointments directly from the NewStore Associate App.
Learn more about NewStore here. If you're interested in connecting with NewStore, we're happy to get you in touch with their team.
What syncs between the two systems?
1. Bookings
Both confirmed bookings and request bookings will pass from Appointedd into NewStore. Equally, if you add a booking directly from the NewStore app it will pass into Appointedd to block off the diary.
Confirmed bookings: they are bookings that do not require prior approval.
Request bookings: they require staff to accept or decline them. Once accepted, they become a confirmed booking.
2. Customers
NewStore and Appointedd each have their own CRM, and the two are not currently synced.
When you create a booking in the NewStore app, you'll see a list of existing customers who have booked before, and you can also add a new customer to the booking. This uses the Appointedd CRM.
For example, if you create a booking for a customer and then search for them in the NewStore app's customers tab, they won't appear there. To find them, you need to go into the Appointedd section of the NewStore app and filter by customers instead.
How do we connect up the two systems?
There are only two steps you need to take in order to connect your NewStore and Appointedd accounts.
We need your NewStore tenant name - this is the unique identifier for your NewStore account. Your tenant name can be found in the address bar while viewing NOM (guide here). If you're not sure, please contact your NewStore Account Manager.
If you don't already use Appointedd SSO/single sign-on, we also need:
The email addresses of each NewStore user who'll use the integration.
For each of those emails, which Appointedd store/account(s) they should be able to access (one email can map to more than one Appointedd account).
That's it from your side 🎉
Everything else - creating the SAML/OAuth records in Appointedd, setting up the web-view in NewStore's portal, and the API call to link authentication - is internal setup work we do once we have that information, to allow you to start using it!