Customers book through Messenger, forms, calendars, and manual chats.
Staff manually confirm appointments and send reminders.
Deposits, cancellations, and reschedules are hard to track.
Post-appointment follow ups and review requests are inconsistent.
02 · Build
What we set up
Booking intake and calendar workflow
Confirmation and reminder messages
Deposit or preparation reminder logic
Reschedule and cancellation tracking
Post-appointment follow-up queue
Booking dashboard or tracker
Build path
How the workflow gets built.
The first build stays focused: map the current process, choose the
source of truth, automate the repeatable steps, test with real
scenarios, and hand it back to your team.
01
Map how customers currently inquire, book, confirm, reschedule, and show up.
02
Connect the booking source to a calendar, tracker, or CRM.
03
Create reminder timing for confirmation, pre-appointment, and follow up.
04
Test the workflow with real booking scenarios and train the team.