Calendar & appointments

Create an appointment

Create a future appointment and verify the saved record. The initial booking notice differs from later reminders; saving or a Confirmed status does not prove the customer received WhatsApp.

Step by step

1. Open “History” from the sidebar.
2. Before booking, check the active business and location and ensure the customer, service and professional exist. Select “New appointment”; leave “Service already performed” unchecked for a future booking.
3. Search for and select an existing customer, or choose “New / unregistered customer” and enter their name; phone is optional. Avoid another profile for an existing customer.
4. Choose professional, service and date before choosing a time. The picker shows working hours and known conflicts. A collaborator account is tied to its own professional and cannot book for another.
5. Review customer, service, professional, date and time; press Save and wait for confirmation. Open the saved appointment in History or Calendar and check its details. A missing message does not prove the booking failed.
6. If an existing appointment or occupied time is reported, open the indicated record or choose another time. If saving has an uncertain result, check History before retrying and creating a duplicate.
7. Separate the initial booking notice from the morning or two-hour reminders: enabling a reminder neither checks nor resends the initial notice. The saved appointment and its Confirmed status do not prove message acceptance, delivery, reading, customer confirmation or payment. If the message is missing, keep the existing appointment and ask support with location, time and warning; Help does not establish delivery or send for you.

Feature availability depends on your plan and permissions.