Scheduling & Booking
Client Diary works with PDFBetter through PDFBetter's Zapier app: use it to get agreements, waivers and intake forms signed when people book in Client Diary. Connect PDFBetter in Zapier with one click, add Client Diary to the same Zap, and map files and fields between the steps. Each PDFBetter step that runs counts as one agent & automation run on your PDFBetter plan.
Each PDFBetter step that runs counts as one agent & automation run; triggers and failed steps don't. See what each plan includes.
Cancel the signature request in PDFBetter so they aren't reminded about a document they no longer need to sign.
Yes. PDFBetter doesn't connect to Client Diary directly; Zapier runs the steps between them. If Client Diary is also on Make, PDFBetter's Make app works the same way.
No. It works on every PDFBetter plan, including Free. Each PDFBetter step that runs uses one of your plan's monthly agent & automation runs; Zapier counts its own tasks.
No. Client Diary is a separate product listed in Zapier's app directory. This page shows how to use it with PDFBetter's Zapier app.
