Marketing y calendario

Create an appointment type

An appointment type is what your customers can book: “30-minute consultation”, “Store visit”, “Demo”.

1. Open Appointment types

   In the sidebar go to Calendar › Appointment types and click New type.

2. Describe the appointment

   Enter the Name, the Duration (minutes) and a short Description.

3. Choose how it happens

   Under Modality pick Phone call, Video call or In person. For in-person appointments, add the address and, optionally, a map link.

4. Assign agents and fields

   Under Assigned agents choose who attends (if you pick nobody, everyone with a schedule does). Add Custom fields if you need extra data; name, email and phone are always requested.

5. Save

   Click Create appointment type.

Set your schedule

Each team member defines when they are available. Bookings only show free slots within that schedule.

1. Open My schedule

   Go to Calendar › Settings and open the My schedule tab.

2. Pick days and hours

   Choose the days and hours you work and click Save schedule.

3. Add days off

   Under My days off and exceptions block vacations or set special hours for a given day.

4. Connect Google Calendar

   Click Connect my Google Calendar. Your appointments will show up in Google, and the events you already have there will block those times.

Publish your booking page

Your booking page is a public link where customers choose the appointment type, day and time.

1. Turn on the page

   In Calendar › Settings open Booking page, check Booking page active and write a title and description.

2. Set the notice period

   In the General tab set the time zone, the gap between appointments and how many hours or days in advance people can book.

3. Share the link

   Use the Open button to see your page and copy the link. Each agent also has a personal link under My schedule › My booking link.

Book an appointment yourself

If a customer asks for an appointment by phone or chat, book it from Recaudo.

1. Create the appointment

   In Calendar › My calendar click New appointment.

2. Choose type, agent and time

   Pick the appointment type and the agent (or Automatic assignment). You will only see free slots.

3. Choose the customer

   Search for the customer, add notes and check Notify the customer by WhatsApp if you want to let them know.

4. Attend and close

   After the appointment, mark it as completed or No-show from the calendar or from Calendar › Appointments.

Confirmations and reminders

When an appointment is created, Recaudo notifies the assigned agent and the customer. The day before, at 9:00, it sends reminders:

• Email: always, if the customer left an email address.
• WhatsApp with buttons: the customer can Confirm, Reschedule (they get the link to pick another time) or Cancel (the slot is freed).

Events with registration

For webinars, workshops or demos with several attendees use Calendar › Events › New event. You set the format, whether it is online or in person, the date (one-time, recurring or always available), the capacity and whether it is paid. The event gets its own registration page and, on the day, you can check people in with the QR scanner.

Next steps