01
Set your appointment types and hours.
Create appointment types with their length and format (in person, phone or video call) and your hours for each day, with a buffer between appointments.
Calendar · Settings
Use cases
Book appointments online with a WhatsApp reminder
Customers book on their own and get a WhatsApp reminder the day before.
For: Clinics, studios and appointment-based businesses
Booking page
How it works
Customers book on their own and get their reminder the day before. This is how it works in Recaudo.
02
The appointment lands in your calendar.
When someone books, the appointment shows up in your schedule, goes to Google Calendar if you connected it, and the conversation with that customer is assigned to you.
Calendar · Agenda
03
A reminder the day before.
The day before, a WhatsApp reminder with buttons goes out. If the customer taps Confirm, the appointment is confirmed and the rep gets a notice.
Inbox · WhatsApp
The problem: booking by message is a back-and-forth
"What day works for you?", "what time?", "Thursday is better". Booking by WhatsApp by hand eats up the time of whoever is answering, and without a reminder some appointments are simply no-shows.
The solution: a booking page and a reminder the day before
- Booking page: a public address where the customer picks the appointment type, the day and the time, without creating an account.
- Appointment types and hours: duration, format (in person, phone call or video call), hours per day, time between appointments and minimum notice.
- Google Calendar: appointments go to your calendar if you connect it.
- Reminder: one day before, a reminder goes out by email and, if you have the template, by WhatsApp with buttons to confirm.
- From the chat: AI agents look up available times and book from WhatsApp.
- Events with limited spots: workshops or webinars with a registration page and a cap on spots.
If you want to collect a deposit, you send a payment link in the conversation.
What you use from Recaudo
These are the Recaudo tools that make this use case possible.
Frequently asked questions
¿Cómo funcionan las citas en línea?
Publicas una página de reserva con tus tipos de cita y horarios; el cliente elige día y hora y la cita queda en tu agenda.
¿Envía recordatorios?
Sí, un recordatorio el día anterior por correo y, si tienes la plantilla, por WhatsApp con botones para confirmar.
¿Puedo cobrar la cita al agendar?
La página de reserva no cobra. Si quieres un anticipo, le mandas un link de pago en la conversación.
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