Solution

The visit sits on the calendar, not in a chat.

WhatsApp “book a time”, 30-minute slots, reminders, outcome back on the record. Live on both named customer workspaces.

Chat Slot Remind Show Next The slot
Offered in WhatsApp. Visible to the whole desk.

What changes

The floor can see it.

In-chat

offer_booking is a flow node

59 Realtors offer a meeting after the buy questions. Truvynex offers a consult after city and budget. The customer taps a time.

Grid

Thirty minutes, company hours

Booking settings are per company: slot length, buffers, notice, a 24-hour window when the chat is hot.

Remind

The same thread as the brochure

24-hour and 2-hour reminders are recipes, not a separate SMS vendor the floor forgets to load.

How it works

From trigger to the record

  1. 1 The flow reaches a booking node once questions are answered
  2. 2 The customer picks a slot inside the horizon you set
  3. 3 The appointment sits on the lead and on the desk calendar
  4. 4 Reminders fire on WhatsApp
  5. 5 Show / no-show writes back; recovery is a call queue
  6. 6 A person can also book from the card if the chat never got that far

What it replaces

Not another app on the side.

Instead of

  • “Saturday morning works?” with no time
  • A Google Calendar only one person sees
  • No reminder, silent no-show
  • The visit exists only in a chat screenshot

On Salesplix

  • A slot the manager can count
  • Reminders on the company number
  • No-show as a stage, not a feeling
  • The same object on web and mobile

Recipes

How teams actually use it

  1. 01

    Buy path complete → 30-minute meeting

  2. 02

    Clinic questions complete → consult in the next 24 hours

  3. 03

    Test-drive / counselling / discovery — same object, different label

  4. 04

    No-show → SIM dialer recovery

Where it shows up

Same product. Different booked action.

The pipeline label changes. The card does not.

Related solutions

Ready to start closing?

Set up a short call and see the workspace on your own leads.

Same calendar the product team uses. Checkout is on salesplix.com.