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General

Appointment booking

Collect the necessary details to book an appointment for your service through bots.

A simple booking flow for any service business. It follows the appointment example in the ReplyCX help center: greet, collect details, pick a date and notify your team.

Template sheet
Category
General
Channels
Web, WhatsApp, SMS
Steps
05
Details collected
04
Launch time
Under 1 hour

How it runs

The example flow

Each step is a ReplyCX action block. Change the questions, add blocks or remove them in the Bot Builder.

  1. 01
    Send message

    Greet the visitor

    A welcome message explains that the bot can book an appointment.

  2. 02
    Collect input

    Ask for a name

    The bot asks for the visitor's name and saves it in a variable.

  3. 03
    Collect input

    Ask for email and phone

    Two more questions collect the email address and phone number.

  4. 04
    Calendar

    Pick a date

    The visitor picks a date, with past dates and closed days hidden.

  5. 05
    Send an email

    Get notified

    You get an email with the visitor's details and chosen date, or the full chat transcript.

Data

Where the answers go

Each answer is saved in a variable, so you can reuse it later in the chat or send it to the tools your team already uses.

Details collected
  1. 01Name
  2. 02Email
  3. 03Phone
  4. 04Appointment date
Connects to
  • Send an email

    Emails your team the details collected, or the whole chat transcript, when the flow reaches this step.

  • Google Calendar

    Offers open slots from your team's calendars, with the slot length and buffer time you set.

  • Google Sheets

    Adds each submission as a new row, with each variable in its own column.

Setup

Launch it in under an hour

A basic chatbot built from a ReplyCX template can go live in under 1 hour, with no coding.

  1. 01Choose a template
  2. 02Customise questions and branding
  3. 03Embed on your website or social media
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