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Enquiries & Appointments

Start with a scope the team can maintain

Prepare approved knowledge, capture rules, ownership and configured booking, then test the whole enquiry path before expanding it.

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

Requirements, ready for a person

Bicycle service · Utrecht
NeedBrake check
BicycleCity bicycle
UrgencyBefore next week
PreferenceWednesday afternoon
ContactName + reply address
Useful context, ready for the owner

Qualification is not a completed sale.

Fictional example · localised website visual

The work, in practice

The best first scope is a recognisable business problem and a process somebody owns. Reuse an installed website assistant where it fits, check the current plan and choose a small set of questions. We can discuss your location, enquiry volume and tools through the scoped service form. Sending it does not change a subscription, enable a provider or create customer appointments.

01 · Enquiries & Appointments

Agree the work before choosing more tools

Describe the enquiries that interrupt the team and the useful next step for each. For the bicycle workshop, start with approved service questions and visit requests. For the adviser, start with introductory consultation subjects and human review of specialist needs. List what is outside the scope. A title such as Receptionist can describe a bundle of duties, but it does not establish telephone answering or every front-desk task.

Agree who owns knowledge updates, unresolved enquiries and appointment changes. Include a cover arrangement and a review point after the first period. Support should have a defined scope and contact route; do not assume unlimited custom integrations or round-the-clock human response. The team needs a maintained process for changes in hours, services or staff, rather than treat installation as the last task.

02 · Enquiries & Appointments

Prepare a small, reliable information set

Collect current service descriptions, areas, hours, published price conditions and preparation instructions. Review conflicts and decide which version is authoritative. Include the questions requiring a person, such as an unfamiliar repair or an exceptional company agreement. The assistant should have a maintained boundary as well as routine answers. Imported text or a new website page needs review before it becomes approved assistant knowledge.

Choose minimum capture fields that support a response. Explain why service type, location, timing or contact details are needed, and make optional information optional. Do not ask for customer invoices, passwords, sensitive case files or provider tokens in the initial enquiry. Keep country, language, currency and calendar selection independent. The English service can suit European businesses without imposing a Dutch or Danish operating model on everybody.

03 · Enquiries & Appointments

Check the installed widget and existing plan

Identify the correct business assistant and allowed website domain. Check desktop/mobile conversation and contact capture, and inspect the saved record. An existing suitable widget can be reused instead of creating another assistant with different knowledge and divided enquiries. The business should know which account owns the installation and how to pause the assistant when the source information or process needs review.

Review conversation, capture, channel and booking entitlements in the existing plan. Booking also has its own enabled setting. These new explanatory pages do not add an unpriced service to a chatbot subscription or change current limits. If you need a different scope, use the established commercial discussion. A service enquiry records interest and context; it is not a purchase, an upgrade or authority to contact your customers.

04 · Enquiries & Appointments

Review calendar and channel requirements separately

For appointments, check timezone, duration, opening hours, notice and booking window. Verify the particular calendar and how external commitments are handled. Multiple staff, specialised equipment or different sites need a specific review; do not infer those capabilities from one diary connection. Decide who records cancellations, confirms changed appointments and records attendance. Automatic reminder scheduling and customer self-service rescheduling are not established by this release.

For messaging, confirm the specific account, permissions, provider approval and eligible channel. Telegram, Meta messaging and website chat have different prerequisites. Transactional email does not establish an inbound email assistant, and a phone field does not establish live calls or missed-call texts. Use the connection matrix to agree the actual route instead of treating examples or a list of tools as proof of active integration.

05 · Enquiries & Appointments

Test the exceptions before reviewing the first period

Use fictional identities to test a routine answer, missing information, an unknown question, a changed requirement and a slot conflict. Check disabled booking and connection errors where applicable. Read the saved conversation and actual next task, not only the visitor's final card. Test the language and business timezone your customers use. Keep tests out of the customer results and avoid making a real booking merely to operate a public demonstration.

Agree a first review period, measures and the person who decides improvements. Look at unknown answers, waiting customers, owner hand-offs and confirmed appointments together. The downloadable wording and printable checklist can make the discussion concrete; their controls stay local and do not change business settings. Describe your current setup through the scoped form so the next conversation starts with the relevant service, page, language and country.

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.

Enquiries & Appointments · Practical guide

Enquiry response templates that keep the next step honest

Six original responses for routine questions, missing details, owner review, slot conflicts, changes and respectful closure.

Read, download and use
Enquiries & Appointments · Practical guide

A practical checklist for enquiries and booking setup

Prepare information, responsibilities, calendar rules and exception tests before relying on a new enquiry process.

Read, download and use
Enquiries & Appointments · Practical guide

Measure enquiry handling without confusing bookings with sales

A practical method for defining the review period, response quality, open work and appointment outcomes.

Read, download and use

Explore related work

Connect a specific customer route with a clear purpose →Useful website answers start with information you approve →A practical checklist for enquiries and booking setup →

Questions worth answering

Does sending the service form switch anything on?

No. It records your enquiry and a reference for a responsible follow-up. It does not change billing, connect accounts, enable sending or create customer appointments.

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) ↗