Slack

Here’s the reformatted information from the Cleanly documentation on Slack integration:


Slack Integration with Cleanly Booking 馃敂

This document details how to integrate Slack with the Cleanly Booking product by ThemeDev. This integration allows administrators to receive instant Slack alerts when a cleaning appointment is scheduled, streamlining communication and management of bookings.


Step-by-Step Guide to Configure Slack Integration:

To set up the integration, you will create a Slack App and enable its Incoming Webhooks feature, then configure this webhook in Cleanly Booking.

Part 1: Setting Up a Webhook in Slack

  1. Create a New Slack App:
    • Go to the Slack API Dashboard.
    • Click “Create New App”.
    • Select “From scratch”.
    • Provide an App Name and select the Slack workspace where you want the app to reside and post notifications.
    • Click “Create App.”
  2. Enable Incoming Webhooks:
    • In your newly created Slack App’s settings (left sidebar), click on “Incoming Webhooks” under “Features.”
    • Toggle the “Activate Incoming Webhooks” switch to “On.”
  3. Create a New Webhook URL:
    • Scroll down to the “Webhook URLs for Your Workspace” section.
    • Click “Add New Webhook to Workspace.”
    • A pop-up will ask you to select a channel where the webhook will post messages by default. Choose the desired channel.
    • Click “Allow” to authorize the app.
  4. Copy the Slack Webhook URL:
    • You will now see your unique Slack Webhook URL listed. Copy this URL. This is the endpoint where Cleanly Booking will send notification data. Keep this URL secure and do not share it publicly.

Part 2: Configuring Cleanly Booking Settings

  1. Access Cleanly Booking in WordPress:
    • Open your WordPress wp-admin panel.
    • Navigate to “Settings” under “Cleanly Booking.”
  2. Go to the Integration Section:
    • Click on the “Integration” tab.
  3. Paste Slack Webhook URL and Save:
    • Locate the “Slack Webhook Settings” section.
    • Paste the Slack Webhook URL you copied into the “Webhook URL” field.
    • Save all changes.

Once configured, your Cleanly Booking system will automatically send instant alerts to your specified Slack channel whenever a new cleaning appointment is scheduled.

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