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YouCanBook.me - Create PDF, Word, Excel Documents
YouCanBook.me connects with Documentero to automatically create documents whenever a booking or profile update occurs. When a client schedules, reschedules, or cancels, Documentero can generate confirmation letters, invoices, or reports in .docx, .pdf, or .xlsx formats. This integration works through API, Make, or Zapier, giving you flexible ways to keep your booking documents up to date without manual editing.
YouCanBook.me
Documentero
Triggers
Watch Bookings — Triggers when a new booking is created, rescheduled, or cancelled in a specific profile.
Watch Profiles — Triggers when a new profile is created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from YouCanBook.me using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from YouCanBook.me using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate booking confirmation PDFs from YouCanBook.me appointments
Create professional invoices in Word format when a new booking is made
Export cancelled booking details into Excel reports
Generate reschedule notices as PDF documents for clients
Create client profile summaries in Word when profiles are updated
Automatically generate attendance sheets in Excel from YouCanBook.me bookings
Produce monthly booking overview PDFs from YouCanBook.me data
Create customized welcome letters in Word when a new client books
Export booking history into Excel for financial tracking
Automatically generate cancellation letters in PDF from YouCanBook.me events
How you can use YouCanBook.me + Documentero
Booking Confirmation Letters
Generate a personalized confirmation letter in PDF whenever a new booking is made.
Reschedule Notices
Automatically create a notification document when a client reschedules an appointment.
Cancellation Reports
Produce a summary report in Excel whenever a booking is cancelled.
Client Profiles Archive
Create a Word document archive whenever a new profile is added or updated in YouCanBook.me.
Monthly Booking Summary
Generate a monthly PDF report of all bookings recorded through YouCanBook.me.
Setup Guides
Zapier Tutorial: Integrate YouCanBook.me with Documentero
- Create a new Zap in Zapier.
- Add YouCanBook.me to the zap and choose one of the triggers (Watch Bookings, Watch Profiles). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the YouCanBook.me trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate YouCanBook.me with Documentero
- Create a new scenario in Make.
- Add YouCanBook.me to the scenario and choose one of the triggers (Watch Bookings, Watch Profiles). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the YouCanBook.me trigger.
- Run or schedule your scenario and verify the output.
