Appointment Agent

Your diary, filled from the messages you already get.

One appointment agent reads what your clients send on WhatsApp, in Instagram messages and through your website chat. It books them into your diary, reminds them before they come, and moves or cancels when plans change. When a message needs you, it hands over the thread. Choose your profession and it speaks in your words.

Everything in writing. A written reply within one business day.
desk / appointment-agent running
DR
Daniel R. — studio diary, Tuesday
profession: consultant · 3 channels · sample data
booking
every step written to the audit trail step 0 / 6
One morning, three channels

Three messages before half past ten, each one settled.

A sample Tuesday for a consultant who works alone. Nobody opened the diary; the agent kept it, and the one question about money went to him.

08:40Instagram

A booking from an Instagram message

Sofia K. asks for a first session next week. The agent offers the open times, she picks Wednesday at two, and the booking sits in the diary before she has closed the app.

instagram · booked
09:15WhatsApp

Thursday moved to Friday

Lena B. can no longer make Thursday. The agent finds ten o’clock free on Friday, moves her there and opens the old slot to the next person who asks.

whatsapp · moved
10:05website chat

What to bring, from your list

A visitor on your site asks what to bring to a first session. The answer is the list you wrote, with nothing added to it.

web chat · answered
Day beforeagent

Reminders go out

Each client hears from the agent the day before, at the hour you chose, on the channel they booked through.

reminder · day before
What it does

The six jobs of a front desk that answers messages.

One agent does all six on every channel your clients use, and writes each booking down.

Books into your diary

Your services and how long each takes, who delivers them, your hours, holidays and open slots. It offers only times that exist.

Moves and cancels

A client who needs another day is offered the nearest free times, and a cancelled slot opens again for the next person who asks.

Tells clients what to bring

Reports, documents, photos or nothing at all, taken from the list you keep and never made up.

Reminds on your timing

The day before, the morning of, or both, each reminder sent on the channel the client used.

Hands over

When a message needs a person, the thread moves to one with everything already said, so nobody asks the client twice.

One inbox for every channel

WhatsApp, Instagram messages, Facebook and website chat arrive in the same inbox, and anyone on your team can take over a conversation at any point.

Built for your profession

One agent, your profession’s words.

The profession you choose changes the words the agent uses, the default length of each appointment, the list of what to bring, when reminders go out and how it hands over. People, hours, holidays and slots are set on the same form for everyone.

Clinics: dentists, physiotherapists, skin

Consultations, treatments and reviews per doctor, reports to bring, and a follow-up at the doctor’s interval.

See the dental clinic page

Chartered accountants and auditors

Filing consultations and review meetings, the year and return asked up front, a document checklist and reminders before each due date.

See the accountants’ page

Consultants, coaches and tutors

Sessions and trial sessions, a goal in one line, and a recurring weekly slot.

Lawyers

Consultations, hearing preparation and signings, with the matter in one line and the agreement or notice to bring.

Architects and interior designers

Site visits and design reviews, with the address, plot size and photos asked before the visit and travel time kept between slots.

Counsellors and therapists

Sessions booked by time alone. The agent never discusses what a session is about.

Where it stops

Four things it hands to you.

The agent talks about the time. Everything below goes to a person on your team, with the thread attached.

01

An urgent or sensitive message

Words such as pain, bleeding or emergency, or anything personal, go to a person at once. The agent does not try to answer.

02

Fees and money

A question about a fee, a payment or a refund is handed over. The agent quotes nothing.

03

The matter itself

It books the time and never the substance. For a lawyer it never guesses at a conflict; for a counsellor it never touches what the session is about.

04

A slot that does not exist

It offers the nearest real times and never places two clients in one slot.

One agent, the words of your profession

Every channel in, your diary out, a person when it counts.

Messages arrive from wherever your clients write. The agent, set to your profession, books, reminds, moves or cancels; urgent, sensitive and money questions go to a person. Every booking is written down.

WhatsApp, Instagram message and Website chat, where your clients write, feed the Appointment agent, set by Your profession. It produces Booked, Reminded, and Moved or cancelled, in your diary. An amber branch leads to Handed to a person, for anything urgent, sensitive or about money. The Audit trail along the bottom keeps every booking written down.
Every engagement

Four things you always get.

Whatever the size of the work, these come with it.

01

A written brief

What we agreed to build, in one document.

02

A fixed price

Set in the proposal, before work starts.

03

Staging + approval

You see it and approve it before it goes live.

04

Documentation

How it works and how to change it, handed over.

FAQ

Before it books your first client.

Send any other question in writing; a written answer follows within one business day.

Which channels does it work on?

WhatsApp, Instagram messages, Facebook and the chat on your website. All of them arrive in one inbox, and the agent answers each client on the channel they wrote from.

Can my team take over a conversation?

Yes, at any point and on any channel. Whoever takes over sees the whole thread, with everything the agent and the client have said, and replies from the same inbox.

How does it know my services and hours?

From one form: your services and how long each takes, the people who deliver them, your working hours, your holidays and your slots. The form is the same for every profession; the profession you choose sets the defaults and the words.

Does it work for my profession?

It is set up for clinics, chartered accountants and auditors, consultants, coaches and tutors, lawyers, architects and interior designers, and counsellors and therapists. If yours is not listed, describe in writing how your clients book, and the reply says how the agent would fit.

Start

Not sure what you need? Ask in writing.

Tell us your profession, the channels your clients use and your hours. The reply says how the agent would run your week and where it would hand over.