Appointments: book, confirm and remind

Appointments keep bookings, the people who take them and the reminders that stop no-shows in one place — beside the conversation the booking came from.

Making a booking

1. Book from the conversation, or from the calendar

   Booking from the chat links the two, so the appointment carries the context of what was discussed.
2. Pick the person, the date and the time

   Each team member has their own calendar, so double-booking is visible rather than discovered.
3. Add what the appointment is for

   It appears on the reminder, and it is what the person taking it will read first.

Reminders

A reminder is a WhatsApp message sent before the appointment. Because it goes out well outside the 24-hour window, it must be an approved template — a utility one, since the customer asked for it.

Booking states

A booking is Pending, Confirmed, Completed, Cancelledor No Show, and the counters across the top show how many are in each. Switch between Calendar and List depending on whether you are planning the week or working through today.

Letting customers book themselves

This is the part most people miss. Four controls sit across the top of the screen:

Zoom can be connected so a booking creates the meeting link automatically — see Integrations. The sidebar shows how many appointments are due today.