Appointments¶
Appointments lets customers book your services over WhatsApp and gives your team one place to confirm, move and close those bookings.
Where to find it¶
Open Appts in the left rail (hover title Appointments). The panel lists Appointments, Services, Classes and Providers.
Booking rules and reminders are not in the panel: click your initials bottom-left, then Settings → Appointments → Booking Rules.
Before you start¶
- Your role has Appointments access.
- Your WhatsApp number is connected. Bookings, working hours, reminders and customer messages all use it.
- You have at least 1 service and 1 provider. No times can be offered until both exist.
Guides¶
| Guide | Use it when |
|---|---|
| Manage appointments | Bookings are coming in and need confirming, moving or closing. |
| Add bookable services | You are listing what customers can book. |
| Schedule a class | You run group sessions with a fixed number of places. |
| Add providers and working hours | You are adding the people customers are booked with. |
| Set booking rules and reminders | You want to control confirmation, notice, reminders and no-shows. |
| Take bookings on WhatsApp | You want customers to book by chatting with your number. |
Related¶
- Schedule — see appointments next to everything else.
- Create a WhatsApp chatbot flow
- Settings
- Ask for a Google review after an appointment