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Appointments

Who is booked when, and a reminder before they forget.

Setting it up

Owners, admins and managers set appointments up in Appointments → Set up:

  1. Who it is booked with: each person customers book with, or each room or chair, and the hours each can be booked, day by day. A person can be a member of your team.
  2. What you offer: each service, how long it takes, its price, how long to keep free after it, and who does it (none ticked means anyone).
  3. Bookings and messages: tick Customers can book, choose the number bookings are confirmed from, the word that starts booking in the chat, how many days ahead people can book and how much notice you need.

Two bookings of one person or room can never overlap: Sema refuses the second, even when two customers tap the last free time at the same moment.

How customers book

  • Your booking page. Its link and QR code are in Set up. A customer chooses a service, a day and a free time, and gives their name and WhatsApp number. They get a link of their own to move or cancel it.
  • In the chat. A customer who writes your word (book unless you change it) is sent your services as a list, then the free days, then the free times, and is booked when they choose one.
  • Your team. Book for a customer on the calendar: find them, choose the service and day, tap a free time. The team can choose a person outside the hours the page offers, never over another booking.
  • Your own system, through the API: free times for a day, then a booking.

Confirmations and reminders

A customer whose chat is open is told in words: booked, moved, cancelled, and a reminder. Outside their 24-hour window WhatsApp needs approved Utility templates. Write the two templates for me puts a confirmation and a reminder on your Templates page; send them to Meta from there, and once approved choose them in Set up.

Reminders go the day before and the hour before, each once. The reminder's buttons, Confirm, Change the time and Cancel, are answered at once: confirmed, sent their link to choose another time, or cancelled. A customer can also write CONFIRM.

The calendar

Appointments shows a week, a column a day, and each booking: the time, the service, the customer (a link to their conversation) and who it is with. Before it starts you can Confirm, Move it to another free time or Cancel it; after, mark whether they Came or Did not come. A customer who has not come before says how many times, so you can ask them to confirm.

Agents and up book and change appointments; viewers look. The billing role does not see them: they are about customers.

Your Google or Outlook calendar

In Set up, Connect their Google Calendar beside a person signs in to Google, or Connect their Outlook calendar to Microsoft (Outlook.com or a Microsoft 365 work account), by a manager or by that person. From then on Sema reads when they are busy (never what their events say) every ten minutes, and keeps those times out of the free ones. Every booking is written into their calendar, and moved or removed with it.

If Google or Microsoft stops letting Sema in (a password changed, access withdrawn), the person says so in Set up; connect it again. Disconnect stops it at once.

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