Case Study:
Custom booking system
Run peer cohorts your way
Lean with Plants, a healthy eating membership, had tested an exciting offering - peer coaching groups - with a small subset of their members. But running the groups as they were currently implemented for their 200+ (and growing) member-base would require a huge amount of manual work. The team wanted an automated booking system that was prepared to scale alongside their rapid member growth, while also integrating their email platform ActiveCampaign.
Members were directed to a website containing a selection of groups to choose from. Each entry included a link that directed the member to a booking page for that group, and when someone submitted their booking, the system intelligently cross-checked them against the member database.
I set up a fully-functional automated booking system directly within the tools they were already using (Airtable and Zapier), including:
An embeddable website view containing group booking options and links to book
Automated booking confirmation and cancellation emails containing personalized details for each group
Integration with ActiveCampaign to tag and track member bookings, enabling email campaign segmentation
With this new system, the team were able to successfully run their new programming with 18 groups containing over 120 members.
The automated confirmation email that members received when booking their spot. Note the personalized details that told each member more about their specific group (like their facilitator, group Zoom link and start date), as well as the booking cancellation link at the end. This cancellation link offered simple 2-click booking cancellation for members.
We needed a really good backend system that could scale as we grow.
Jacob gave us confidence from the start by taking the time to truly understand what we wanted. He built an incredible system using our current systems Airtable, Zapier and ActiveCampaign so we incurred no extra costs.
This system has transformed how we do things and enabled us to seamlessly offer more value to our customers as we grow. We have also reduced our admin on this area of the business by 75% , so the team is happy!
Hazel Moran - COO at Lean With Plants