Confirm the service requirements.
Establish the service, location and practical details. Use your approved packages and preparation instructions; send specialist questions to a qualified team member.
Answer service enquiries.
Manage appointments.
For clinics, salons, workshops and service teams, help customers understand the offering, choose a suitable appointment and know what happens next.
A REQUEST YOU RECOGNISESee your workflow in a demo
Handle requests like this.
Can I book a 40,000 km service for my Fortuner on Saturday morning at Alabang?
ImmensiteI’ll check Saturday’s slots po. What year is your Fortuner? I’ll confirm the service package and estimate before booking.
Appointment change
Customer
Can I move my dental cleaning to after lunch?
Monday · Dental cleaning
- Original time
- 10:00 am
- New time
- 2:30 pm
Visit moved · Reminder updatedFrom request to confirmed action.
See the records to check, the customer confirmations to collect and the actions to complete.
Find a workable appointment.
Check the agreed schedule, staff or resource needs and service duration. Explain the estimate and cancellation terms before the customer confirms.
Send reminders and handle rescheduling.
Send permitted reminders and handle changes within your rules. Keep the appointment, any payment and the team’s completion update together.
Solve common operational problems.
Collect the details needed for the service.
The right service depends on a few useful details. Gather what the team needs without turning every enquiry into a long form.
Check staff, equipment and duration.
Staff, equipment, duration and location can all affect availability. A booking should fit the work your team can actually deliver.
Keep changes attached to the appointment.
Reschedules, cancellations and estimate questions should stay attached to the appointment, with exceptions clearly assigned to a person.
What must be connected before appointments can be confirmed?
We agree the scheduling source, service durations, staff or resource requirements and booking rules first. The availability and confirmation path must be tested before it is used for a pilot.
Which questions stay with our staff?
Clinical decisions, diagnoses, technical assessments and work outside approved packages go to qualified staff. The illustrated service journey covers administrative questions, scheduling and agreed updates.
First pilots focus on Messenger orders, verified payments and permitted follow-up. These industry examples are illustrative; workflow scope and system access are confirmed before activation.
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