Workflow templates / Sales & leads
Take a booking and add it to your calendar
Booking requests are confirmed in chat and can land in your calendar.
Works with: Any channel, A connected app
How it works
- Someone asks to book
- They say what and when
- It is added to your calendar app
- They get a confirmation and the team a note
Steps in the workflow: Trigger, Send message, Wait for reply, Send message, End, Wait for reply, Call a tool, Send message, Internal note.
Who it is for
Coaches, salons, clinics and services that take bookings.
Good to know
- Does it check the slot is free?
- No: the team confirms the slot.
- Do I need a calendar app?
- Yes. Pick it on the app step before going live.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.