How customers book, move and cancel on WhatsApp

2 min read

Summary

What the assistant does when a customer asks for an appointment, wants to change it or cancel it.

Booking

  • The customer asks in their own words, in any of the reply languages, for example "tomorrow evening haircut".
  • If they did not name a service, the assistant lists your services.
  • It offers up to 6 real free times. The customer replies with a number or picks a button.
  • It confirms only after the booking is saved, for example "✅ Booked: Haircut on Fri, 10 Oct at 11:00 AM." The booking appears in your diary as Confirmed.
  • If the assistant cannot understand two replies in a row, the chat goes to your team.
An open chat: the header with Bot replying, Reply window closed and the outlined Take over button, the bot booking a haircut, the 24-hour window notice and the reply box with Templates.

Moving and cancelling

  • "Can I come tomorrow instead?" gets that day's free times. After the customer picks one, the booking is moved and the reminders follow it.
  • To cancel, the assistant always asks the customer to reply YES first. Only a clear YES cancels.
  • "When is my appointment?" is answered from their upcoming bookings. With more than one booking, the assistant asks which one.

What you control

In Settings → Booking rules → Customers on WhatsApp you can:

  • Switch Book, Reschedule, Cancel and Check on or off separately.
  • Choose Who they book with: Anyone who is free, or They choose a staff member.
  • Write your own text for the booked, moved and cancelled messages.

Booking needs no reply flow. It works as soon as you have services, hours and bookable staff.

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