CRM & sales · Appointment Scheduling
Appointments that remind themselves
Create an appointment on a contact or deal, and KztOne sends confirmations and reminders by WhatsApp and email at the times you choose.
- Included in
- Starter and above
- Status
- Available now
- Module
- CRM & sales
- Trial
- Included in the 7-day trial
Booked in context
Appointments live on the contact or deal and on the calendar of the staff member. Site visits can carry the address and the related order.
- Per-staff calendars
- Types: call, meeting, site visit, demo
- Linked to contact, deal or order
Reminders that reduce no-shows
Confirmation on booking, reminder the day before and an hour before, with a reply option on WhatsApp to confirm or reschedule.
- WhatsApp and email reminders
- Confirm or reschedule by reply
- Staff notified of changes
Self-service booking
Share a booking link so customers pick a slot from your availability. Bookings create the contact if it does not exist and start the follow-up workflow.
- Public booking page (Growth and above)
- Availability rules per staff member
- New bookings create leads
What you get
- Fewer no-shows
- Automatic reminders on the channel customers read.
- Less back-and-forth
- Customers book from your availability.
- Context on arrival
- The appointment sits beside the customer's history.
Questions
- Does it sync with Google Calendar?
- Two-way calendar sync is coming with the Google Workspace connector. Today, appointments live in KztOne and can be exported.
- Are WhatsApp reminders free?
- Reminders count as WhatsApp conversations under your plan's monthly allowance. A reminder inside an existing 24-hour conversation does not start a new one.
- Can customers book without logging in?
- Yes, through the public booking page on Growth and above.
- Which KztOne plan includes appointment scheduling?
- Appointment Scheduling is included in the Starter plan and above. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
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