Integrating Birdeye with Booker
Booker is an online booking software built for small businesses in the spa and salon industry. The Booker CRM software helps users with customer management, bookings, payments, and marketing. Birdeye can seamlessly integrate with your Booker account and help you automate the review solicitation process. Once Birdeye is integrated with Booker, Birdeye will fetch customer information from Booker.
Birdeye collects the first name, last name, email address and phone number of the clients and automatically sends them review requests based on the preferences set within the Birdeye account. Birdeye also allows you to fetch data from your CRM using a predefined trigger.
Here is the supported trigger for Booker.
| Trigger Name | Trigger Description |
| Booker Appointments Trigger | This trigger is used to fetch customer data based on the appointment status of the appointments. |
| Birdeye Lead Trigger |
This trigger is used to push lead details and allows you to write back closed conversations from Birdeye into the CRM. |
Appointment Writeback |
This trigger updates appointments created via the Birdeye widget (Writeback in PMS). It's required for scheduling. |
Appointment Reminder Trigger |
This trigger is used to cancel/confirm appointments. It's required for reminders. |
To set up the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. The Birdeye support team would need your 'Booker Location ID' and 'Appointment Status' to successfully setup the integration.
To fetch the Location ID from your Booker account, follow the steps detailed below:
FETCHING THE LOCATION ID
Login to your Booker account and click on the 'System Settings' tab on the top panel.
On the next screen, You can find the location ID under the ‘Location Info’ section.
FETCHING THE APPOINTMENT STATUS LIST FOR THE TRIGGER
Log in to your Booker account, and on the bottom left of the panel, click on the ‘Key’ icon.
On the next screen, you will find a list of different customized appointment statuses out of which you will have to choose those statuses for which you want to send review requests. For e.g. paid, paid/complete.
COMPLETING THE INTEGRATION WITHIN BIRDEYE ACCOUNT
The rest of the setup should be completed within the business' Birdeye account:
Log in to your Birdeye account and click on the 'Settings' icon. Click on the ‘Business Profile’ under the ‘Profile’ section. Click on the specific location for which you have set up the integration.
Once you click on a particular location, it will redirect you to that location. Now, scroll down to the ‘CRM Integrations’ and click on the ‘Authorize’ button to authorize the business.
You will be redirected to the Booker’s sign-in page. Enter the ‘Account name’ of the business and click on the ‘Continue’ button.
On the next screen, you can login using your account credentials.
Now, click on the ‘Yes, Allow’ button to grant Birdeye access to your account.
You will be redirected to the Birdeye account. You will be able to see an ‘Authorized’ status next to ‘Booker’ under the ‘CRM integrations’ header.
