Into the calendar and the record
Each booking goes into the right person's calendar and the customer's record, with the service and any notes. Bookings from your booking software and from website forms are handled the same way.
Booking and calendar automation, so no booking is typed twice.
Booking and calendar automation puts each booking into your calendar and the customer's record, wherever it was made. Confirmations and reminders go out on their own.
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Every booking gets typed in more than once.
A booking arrives by email, so someone types it into the calendar and again into the customer list. The day before, a reminder goes out by text, typed by hand. A cancellation comes in on Sunday and the slot stays blocked until Monday. When two people keep the calendar, the same slot sometimes goes to two customers.
What it does.
Bookings and changes in your calendar, with reminders sent.
Changes and cancellations
A moved or cancelled booking updates the calendar and the record together. The slot shows as free again, and the person whose day changed gets a note.
Confirmations and reminders
The customer gets a confirmation and a reminder before the appointment, by email or text message. You write both, including what to bring and where to park.
Forms before the first visit
New customers get the registration or intake form they need before they arrive. Their answers are saved to their record where your software allows it.
Start with the messages you send by hand.
Copy the confirmations and reminders your team types today, and tell us which booking software and calendar you use. Your cancellation rules tell us what should happen when someone cancels.
How we build it.
In this order, and nothing goes live before you have tried it.
Follow one booking through
We follow one real booking until the day after the appointment and note every place someone types it in by hand.
Check what your tools allow
Your booking software and calendar each have their own rules for other tools. We check what each one allows before we promise a connection.
Build it with a log
The workflow runs in n8n, Zapier, Make or custom code, whichever suits your tools. It logs each booking it handles. A failed step alerts someone and holds the booking for review.
Test the awkward cases
We run test bookings through it: a cancellation, a move to another day, a clash and a customer with two appointments. You see each result before it goes live.
Where it fits.
What it looks like in a few kinds of business.
Fitness studios and gyms
Trial classes and membership questions, with every lead followed up.
Cleaning companies
Quote details and skipped cleans, with no access codes in the chat.
Schools and tutoring centres
Parent questions and assessment bookings. Teachers decide the group.
Veterinary clinics
Appointments and opening hours, with emergencies sent straight to the phone.
Questions we hear.
Which booking software does it work with?
Most booking software and calendars with an API. We check what yours allows before we promise a connection. Without an API there may still be a way, such as reading its confirmation emails.
Can reminders go by text message?
Yes, by text message or email, at the timing you choose. Text messages need a sending service, which is set up in your name.
What happens when someone cancels?
The booking comes out of the calendar and the customer's record is updated. If you keep a waiting list, the next person on it can get a message.
Can each person get their bookings for the day?
Yes. Each morning, everyone can get their own list with addresses and notes, taken from the calendar the workflow keeps up to date.
Do we need new booking software?
Usually not. We connect the tools you have. If yours cannot share bookings with anything, we say so before anything is built.
The services behind it.
Show us how a booking is handled today.
Walk us through one real booking and every message that goes with it. The consultation is free, over Google Meet, a voice call or text.