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Recurring plans and receipts through owner WhatsApp
Create or stop a plan and issue receipts for completed visits, verifying each result.
Step by step
- From your linked personal number, write to the connected WhatsApp of the correct location. Active Élite access is required. This assistant can make changes; check the location and record before requesting an action.
- For a plan, identify a registered client, service, professional, weekday, time and weekly, two-week or four-week frequency. Review existing plans first. Creation can prepare visits over eight weeks and skip conflicts; it does not promise eight visits or conflict-free booking.
- Check the plan and actual dates in Clients and Calendar. To stop it, specify the exact plan and whether its future active visits, including today’s, should also be cancelled. Deactivation alone leaves existing visits. Cancelling one appointment does not cancel the plan. Do not assume a customer notice for each plan cancellation.
- For receipts, request today’s completed visits without a receipt or identify specific visits. Up to 50 are processed per request. Check issued and skipped results separately in Receipts; a batch can be partial. A receipt does not prove approved online payment and is not a DIAN electronic tax invoice.
- Reopen the record in the dashboard and check each saved value. After a missing reply or error, inspect state before repeating: a missing reply does not mean the change failed. Contact support if the outcome remains uncertain.
Feature availability depends on your plan and permissions.