System

Appointment automation for a diary that fills itself

Appointment automation pays for itself in the gaps. An empty slot at eleven on Tuesday costs the same as a busy one, and someone on your waiting list would have taken it.

Platforms we use here
01 System

How the diary works today

Someone at reception answers the phone, checks a calendar, offers two times and writes the appointment down. Between calls they also send reminders by hand, when there is a quiet moment.

Cancellations arrive by message at eight in the evening. The slot stays empty because nobody is there to offer it to the next person.

No shows get counted at the end of the month and then forgotten until the next bad month.

02 System

What we build

Booking moves to Cal.com or Calendly, connected to the real calendar of each professional. Make keeps the pieces talking, and the customer never sees a slot that does not exist.

  • Booking on any channel. Web, WhatsApp or a link in an email, all writing to the same diary with the same rules.
  • Confirmations and reminders that fit the business. Two days before and three hours before is the common pattern, sent on the channel that customer uses.
  • One tap to reschedule. Easier than not turning up, which is the whole point.
  • Freed slots offered automatically. A cancellation triggers a message to the waiting list, in order, with the first reply taking it.

Everything lands in the CRM, so the history of a client is one record instead of three.

03 System

What stays with your team

The rules are yours. Which professional sees which type of visit, how long each one lasts, how much buffer sits between them: all of that is business knowledge and we write it down with you.

Difficult moves stay human. Rescheduling a client who has already moved twice is a conversation, not a notification.

A clinic doing this on WhatsApp is described in the Lucas Miranda case.

04 System

How long it takes

One to three weeks for most diaries, which makes this one of the faster systems to get live. Complex rules across several sites or professionals push it towards four.

We run a week of shadow bookings in a controlled environment before real customers touch it. The approach is the same one described in the process section.

05 System

What we need to start

Book the AI and operations audit with your last three months of bookings to hand. We look at when slots go empty and why people fail to turn up, then return a ranked plan in two working days with its fee credited to the first project.

If your team already runs Zapier, the Zapier page explains what we keep and what we move. The full build sits under automation and AI systems.

06 Questions

What people ask before they start.

Does this work with several professionals?

Yes, each with their own calendar, services and hours. The system assigns by availability or by the rule you prefer, such as keeping a client with the same person.

Can customers still book by phone?

Of course, and reception books into the same diary. The automation removes the reminders and the chasing rather than the phone call.

How do the reminders reach people?

WhatsApp, SMS or email, chosen per customer. WhatsApp gets opened most in Spain, and the system falls back to SMS when there is no consent.

What about deposits for high value bookings?

Stripe can take a deposit at booking and release it after the visit. It changes no show behaviour more than any reminder does.

Something else? Email team@braveautomations.com and a person answers, usually the same day.

07 Related

Where people usually go next.

System

Start with the audit.

Ninety minutes with a consultant, then a ranked plan in two working days. Whatever it costs comes off your first project.