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Enquiries & Appointments

Connect a specific customer route with a clear purpose

Review verified website, messaging and calendar scope, with provider prerequisites and exclusions kept separate.

Available after setupWebsite answers and capture are available within eligible existing plans. Booking needs enabled settings and verified availability; messaging depends on provider approval and configuration. Automatic appointment reminders and self-service rescheduling are not established in this release. Telephone answering is excluded.

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Procora · Workflow example

Verify each connection

Website chatAvailable after setup
Appointment bookingPlan + calendar setup
Messaging channelsProvider dependent
Self-service reschedulingOwner-managed today
Live telephone answeringNot included

A connected account does not prove every workflow is ready.

Fictional example · localised website visual

The work, in practice

A useful connection is a tested route from a customer's question to the correct business context and next step. Start with website chat and capture. For another channel, identify the account, what the connection can do, its entitlement and the provider's requirements. A logo or saved credential is not proof that incoming questions, replies or appointments work for your business.

01 · Enquiries & Appointments

Describe the actual event and direction

Website chat provides a conversation; contact capture stores details for a response. A CRM destination may receive a particular lead event or contact, while a calendar connection may read busy intervals. These are different jobs. Agree which information moves, when it moves and who reviews an error. Receiving a contact in another tool does not establish two-way conversation, quotation or appointment synchronisation.

The Danish business may already use e-conomic for accounting, and a Dutch business may use another local system. Naming either as business context does not add a booking or invoice connector. Review the implemented destination and fields separately. Existing integrations should be described narrowly rather than turned into a claim that Procora has a complete live view of every customer, service record and financial transaction.

02 · Enquiries & Appointments

What the implementation supports and what must be verified

This matrix records repository scope, not a promise that your accounts are connected. Each external route still needs its actual configuration and health check. A provider can require approval or permissions beyond the code itself; a changed account or expired access can affect the next message. Use the setup discussion to confirm the specific route you need, rather than activating every listed channel.

RouteCurrent scopePrerequisite or limit
Website chat / captureImplemented core serviceCorrect widget, approved domain/knowledge and eligible plan
Google calendarConfigured external busy checkingAuthorised calendar access; confirm the actual connection
Calendar feed / ICSAppointment display or confirmation attachmentRead-only display is not two-way booking
TelegramBot adapter and webhook flow implementedEligible plan, correct bot and verified delivery
Messenger / InstagramProvider-dependent messaging adaptersSelected account, permissions, approval and connection health
WhatsAppProvider-dependent setup; not live-verified hereSpecific availability and Meta approval must be confirmed
Transactional emailNotifications and booking confirmationNot an inbound email assistant or reminder campaign
Telephone / SMSNot included in this verified enquiry scopeCallback details are not call answering or missed-call texts

03 · Enquiries & Appointments

Keep text, files and channel continuity distinct

The messaging implementation distinguishes unsupported photos, audio and documents from readable text. A customer should be told what can be handled instead of receiving an invented interpretation of an attachment. Do not promote a text connection as picture diagnosis, voice-note transcription or telephone answering. The workshop can ask for a brief written description and let a person decide whether a separate specialist review is needed.

A channel account also determines where continuity belongs. The same person returning in a recognised thread can have relevant history, but an unrelated account is not proof of the same identity. Confirm the permitted account and do not combine customer records from matching names alone. If a connection stops working, the team needs an explicit alternative and a check of unresolved messages rather than a claim that every channel remains available.

04 · Enquiries & Appointments

Test the route the customer will actually use

For a messaging connection, test an incoming fictional question, a response, an unknown question and an unsupported attachment where relevant. For booking, check a valid slot, a conflict and the configured calendar behavior. Inspect the stored conversation or appointment as well as the visible response. Keep test traffic outside customer performance figures and use approved test identities; the public visual cannot prove external delivery.

Agree who owns reconnecting, changed permissions and provider notices. The business should retain control over its accounts and installation. Initial service enquiries need a description of your tools and intended process, not passwords or access tokens. If a new route cannot be verified, continue through the established website and human process rather than treating a directory listing as a working replacement.

Check incoming persistence and outgoing delivery separately. A stored customer question is not proof that a reply reached them, and an attempted response is not a delivered response. When the provider reports a failure, inspect the unresolved conversation and decide the appropriate alternative. Avoid asking the customer to send the same enquiry repeatedly just to make a connection appear healthy; the team should understand which part needs attention.

Useful resources

Bring the work into your own process.

Original templates, checklists and measurement guides. Read them online, copy what you need or download a text version.

Questions worth answering

Does a WhatsApp or Google logo mean we are connected?

No. Confirm the actual account, provider approval, permission, entitlement and tested capability. A calendar display is also different from reading availability.

A connected business journey

One next step leads to another.

  1. 01Enquiry & appointment ↗
  2. 02Quotation & decision ↗
  3. 03Accepted work & invoice ↗
  4. 04Appropriate next interaction ↗

This map explains how the work relates. Scope, ownership and availability are agreed at each hand-off; it does not mean every transition is automatic.

Selected service: Enquiry-to-Booking

Your next step

Tell us where the work gets stuck.

Describe the process you want to improve. We will save the enquiry for a scope review, confirm what is available and agree the next step with you.

Please keep customer records, financial documents and passwords out of this form. Submitting it does not activate a subscription, campaign, booking or customer-contact workflow. Marketing permission is separate.

Privacy policy (Danish) ↗