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Bookings made and kept, without the phone tag.

Booking agentBuilt to order

An agent that offers customers real open slots, books the one they pick, sends the reminders and fills cancellations from a waiting list.

What outside research says

Findings from the research linked under each figure. They are not Yielde results.

The loop

How it works

From a booking request to a kept appointment

Seven steps, from the first event to the result. Choose a step to read what happens in plain words, how it is built, and what keeps it right.

From a booking request to a kept appointment

Step 1 of 7

  1. Step 01 of 7Trigger

    A customer asks for a time

    In plain words

    A client wants a slot next week and asks over WhatsApp, by email or on your website, often after hours when nobody is at the desk.

    Safeguard One customer asking on two channels is one request: records are matched before anything is offered.

    Under the hood

    All three channels are built to feed one booking queue. Each request is matched to a customer record by phone number or email address, so a returning client is recognised and someone who asks on two channels gets one booking, not two. The website books through the same rules as WhatsApp, so the result is the same whichever way a customer comes in.

    Works with

    • WhatsApp
    • Email
    • Your website
  2. Step 02 of 7AI agent

    It works out the booking

    In plain words

    It works out what the customer wants: which service, at their place or yours, and what "next Tuesday after work" means as a real date and time.

    Safeguard The model picks from your booking types. Lengths, buffers and rules come from your settings, never from the model.

    Under the hood

    The language model turns the message into a structured request: one booking type from the list you set up, a place and a time window. Each booking type carries its own length, buffer, travel allowance, deposit rule and approval rule, so the model only picks the type and never invents a duration. Times are worked out in your time zone and stored with it, so a visitor booking from abroad sees your local time with the zone named. A request that fits no type gets one clear question, not a guess.

  3. Step 03 of 7Integration

    It offers real open slots

    In plain words

    It checks your diary and offers a few times that really work, with room to get there and finish properly, instead of a list of every gap.

    Safeguard At this step it only reads your calendar and holds slots in its own list. Your calendar is not changed.

    Under the hood

    The agent reads free and busy times from Google Calendar or Outlook, not the details of your other appointments. Your hours, the buffer each booking type needs and the travel allowance between areas are taken off before a slot counts as open. An offered slot is held for a short time you set, so two people chatting at once are not offered the same hour. The hold lapses on its own if the customer goes quiet.

    Works with

    • Google Calendar
    • Outlook

    Cleared to book: goes straight to step 05, It writes the booking.

  4. Step 04 of 7ReviewWaits for you

    You approve the exceptions

    In plain words

    Routine bookings you have cleared go straight through. A booking type you marked, such as a first visit or a long job, waits for your yes or for the deposit to come in.

    Safeguard The agent cannot change a booking rule or mark a deposit as paid. Only you can, and every change is logged.

    Under the hood

    Each booking type carries the rule you set for it: book straight away, wait for a deposit, or wait for your approval. The rule is checked by fixed code, not by the language model, so no wording from a customer can talk it past one. The agent sends your deposit details but never takes or handles money, and the slot stays provisional until you mark the deposit as received. In the first period every booking waits for you, whatever its rule says.

  5. Step 05 of 7Integration

    It writes the booking

    In plain words

    The booking appears in your diary, and the customer gets a confirmation with the time, the address and a link to move it if plans change.

    Safeguard An event is written only after the rule for that booking type has passed, and only once per booking reference.

    Under the hood

    Just before writing, the calendar is checked again, because it may have changed since the offer. Only then is the event created, carrying a booking reference. That reference makes the write idempotent: if the connection drops and the step is retried, it finds the event it already made instead of adding a second one. The agent only moves or cancels events it created. Your own entries are read as busy and never touched.

    Works with

    • Google Calendar
    • Outlook
    • WhatsApp

    Taken meanwhile: goes back to step 03, It offers real open slots.

  6. Step 06 of 7AI agent

    It reminds and reschedules

    In plain words

    Before the visit the customer gets a reminder and can confirm, move or cancel by replying. If they have not confirmed, you hear in time to fill the slot, not on the doorstep.

    Safeguard A reschedule follows the same rules as a new booking. It cannot move a booking into a time you have not opened.

    Under the hood

    Reminders go out at the times you set before each booking. On WhatsApp they use message templates approved in advance, because that is the only way a business may start a WhatsApp conversation. A reply such as "can we make it Thursday" is read by the language model and answered with open slots under the same rules. A no-show is recorded, and you can set a rule that the next booking from that customer needs a deposit.

    Works with

    • WhatsApp
    • Email
  7. Step 07 of 7Delivery

    The slot is kept or refilled

    In plain words

    The appointment happens as booked. If someone cancels, the next person on your waiting list is offered the slot, and the first to accept gets it.

    Safeguard A freed slot is offered to one person at a time, so it is never promised to two.

    Under the hood

    A cancellation frees the slot and works down the waiting list in the order you keep it. Each person is offered the slot with a short window to accept, one at a time, so nobody is told a slot is theirs after it has gone. The person who accepts is booked through the same rule check and calendar write as any other booking. Each offer and reply is kept with the booking, so you can see who was asked and when.

    Works with

    • WhatsApp
    • Google Calendar
    • Outlook
  • What it knows

    Your booking types, each with its length, buffer, travel allowance, deposit rule and approval rule, plus your hours, areas and waiting list. All of it is set up with you. Free and busy times are read from your calendar every time, never remembered.

  • What it may do on its own

    Read free and busy times, offer and hold slots, book the types you cleared to book straight away, send reminders and reschedule links, move a booking to another open slot within its rules, and offer a cancelled slot to the waiting list.

  • What waits for your yes

    Any booking type you marked for approval, every deposit until you mark it received, anything outside your hours or rules, any refund, and any change to the rules themselves. In the first period, every booking.

  • How we test it

    Before it goes live it is run against a copy of your calendar with the awkward cases: two people picking the same slot at once, a buffer that runs past closing, a public holiday, a reschedule into a slot that just went, a customer who never replies. Then every booking waits for you until its log is reviewed.

What we measure

Once it is live, these are tracked and reviewed with you.

  1. Slots refilled from the waiting list
  2. No-shows after a reminder
  3. Reschedules handled without a phone call

What you get

  • Booking over WhatsApp, email and your website
  • Reminders and reschedule links
  • A waiting list that fills gaps
  • Rules for deposits and approvals set by you

Works with

  • Google Calendar
  • Outlook
  • WhatsApp
  • Your website

Who it is for

Service businesses, practices and studios that live by the diary.

Built to order. We scope it with you on a call, price it before any work starts, and run it in draft mode until you trust it.

Bookings made and kept, without the phone tag.