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This guide applies to:

  • Basic Edition
  • Plus Edition
  • Pro Edition
  • Business Edition

Introduction

Setting up Mailchimp gives your customers the option to add themselves to one of your audience lists.

You can enlist customers based on their booking interests by assigning a different audience list to each of your Appointment Types.

Potential Use Cases:

  • Sign-up clients for your blog newsletter
  • Keep your clients updated on promotions or special events
  • Send your clients new product recommendations

Find answers to commonly asked MailChimp question in our MailChimp FAQ guide.


Enabling the Mailchimp feature

In Simply Schedule Appointments, go to the Settings tab. Find the Mailchimp setting and click the toggle to enable this feature.

Click the Edit Settings button.

Toggle the Mailchimp feature on

Collecting the API Key

You can get your API by logging into MailChimp, and use the drop-down menu in the top-right corner to access your Account.

From there, you can click on the Extras drop-down and click on API keys.

Or, click here, to directly link to the API keys page.

Accessing the API Keys page inside the Account

Scroll down to where it says Your API keys. Click Create a Key. Your new key instantly appears. Copy the field that says API Key.

Creating a key in the Account

Setting up MailChimp in SSA

Take the API key you just copied and paste it back into the API Key field in the SSA settings.

Click Save and Authorize. You’ll now see a list of your available audience lists along with a link to disconnect your account.

Pasting the API Key and also Disconnecting it

Editing Your Appointment Types

In each Appointment Types’ settings, you’ll see a new tab titled Mailchimp.

This settings tab lets you choose a single audience list for that Appointment Type.

And, the field below the lists lets you set the Opt-In text that will display on the booking form next to the subscription checkbox:

Choosing an audience list and customizing the opt-in message

Still stuck?

File a support ticket with our five-star support team to get more help.

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