Quick-start guide

Let customers book appointments themselves

Turn on booking, decide what customers can book, and watch appointments land on your calendar — with a real booking shown end to end.

5 steps · about 5 minutes

  1. 1

    Turn on appointment booking

    My business → Robots tab

    Open "My business" from the left menu and check the Robots tab: under "Booking & scheduling," the "Book appointments" switch is what lets customers book through your chat.

    Most trade blueprints turn it on for you from day one — if yours didn't, one click does it.

    The Robots tab's Booking & scheduling section with the Book appointments capability switched on
  2. 2

    Set the hours customers can book

    My business → General tab → Hours

    Booking slots come straight from your business hours — customers only ever see times you're actually open.

    Check the timezone while you're there: a wrong zone shifts every slot your customers are offered.

    Green Valley is open Saturday 9–1, so the chat offers Saturday slots from 9:00 to 12:00 for a one-hour visit — and never a Saturday afternoon.

  3. 3

    Create what customers can book

    Visits (left menu) → Types

    Open the Visit Manager and go to Types. Each appointment type is one thing customers can book: what it's called, how long it takes, and what gets asked up front.

    Add a type per kind of visit. You can also attach property questions — gate access, lot size, pets — so your crew arrives knowing what they're walking into, and set bookings from chat to auto-confirm.

    Green Valley added "Lawn mowing — 60 minutes," ticked the Property Notes preset (gate access, lot size, pets), and switched on auto-confirm for chat bookings.

    The Lawn mowing appointment type configuration page showing name, 60-minute duration, and booking settings
  4. 4

    Try booking like a customer

    Your web address — the public chat

    Open your site and book a visit yourself. The chat offers real open slots — your hours minus what's already taken — and confirms the booking on the spot.

    That whole conversation happens with nobody from your crew touching a phone.

    We asked Green Valley's chat to book "Saturday morning" — it came back with exactly the open Saturday slots between 9 and 1, ready to tap.

    Green Valley's public chat responding to a Saturday booking request with a pick-a-time card showing real open slots between 9 AM and 1 PM
  5. 5

    Your calendar fills itself

    Visits (left menu)

    Every booking lands in the Visit Manager with the customer attached, ready to confirm, complete, or cancel.

    You and your office can still book by hand from the same screen — the "New appointment" box at the top takes a name and a slot, and walk-ins and phone calls work like they always did. Flovato can also text customers reminders automatically so fewer no-shows sneak through.

    The Visit Manager listing three confirmed lawn mowing appointments for Friday with customer names and phone numbers

Ready to try it?

Setting up takes about ten minutes, and the built-in Help assistant is there whenever you get stuck.

Get started
Let customers book appointments themselves · Flovato · Flovato