Booking an Appointment for a Customer
Agents can book appointments on behalf of customers directly from a conversation.
- Open the conversation.
- In the right panel, click Appointments → New Booking.
- Select the service and provider.
- The calendar shows available slots. Click a slot to select it.
- Confirm the customer's name and phone number.
- Click Confirm Booking.
A confirmation WhatsApp message is automatically sent to the customer.
Self-Service Booking Link
Each service can have a public booking page URL that you can share with customers. Customers open the link, pick a slot, and confirm — no agent involvement needed. The booking appears instantly in the dashboard.
To find the booking link: Settings → Appointments → Services → [Service Name] → Booking Link.
Viewing Upcoming Appointments
Go to Appointments in the sidebar to see all upcoming bookings in a list or calendar view. Filter by provider, service, or date range.
Rescheduling
- Open the appointment from the list.
- Click Reschedule.
- Select a new slot.
- A new confirmation message is sent to the customer automatically.
Cancelling an Appointment
- Open the appointment.
- Click Cancel.
- Optionally add a cancellation reason.
- A cancellation WhatsApp message is sent to the customer.
Reminder Messages
Voxys Connect sends automatic WhatsApp reminders:
- 24 hours before — "Your appointment is tomorrow at {{time}}."
- 1 hour before — "Your appointment starts in 1 hour."
Reminder templates are configured in Settings → Appointments → Templates.
Appointment Notes
Add internal notes to any booking (not visible to the customer) for context such as "Customer prefers English" or "Second visit, had issue with product X".
No-Shows
Mark an appointment as No Show if the customer did not attend. This is recorded in the appointment history and can be used in reports.