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Configure Webhook Policy

To utilize webhooks, first configure a Webhook Policy, then add apply the policy to accounts.

FAQs

  • Webhooks for Appointments are supported
  • Only 1 webhook can be added per client account
  • The Authentication Token can be reset within an existing webhook policy
  • There must be at least 1 appointment webhook event selected for each Webhook Policy
  • Webhook policies can be disabled / turned off without deleting the policy

Create the webhook policy

Navigate to Configuration -> Company-> Customize-> Webhook Policies

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Click Create Webhook Policy to add a new one.  (All existing policies are listed, click an existing policy to make edits)

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Name the policy and (optionally) add a description, then copy/paste the Webhook URL from the third-party API tool/integration in the corresponding field.

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Configure the webhook policy

Once the policy has been created, click on it to edit.  Click +Add Event to Webhook to add the desired appointment events. 

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Add accounts to the webhook policy

Navigate to the select the Policy Members tab in the Appointment Webhook Policy Viewer. Then, click +Add Accounts.

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Click each account from the drop-down, then click Add Chosen.

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