Business services
Booking & Lead Follow-Up Automation
Connect booking requests, calendar availability, reminders and customer records so your team can track what happens after an enquiry arrives.
Keep bookings and follow-ups connected.
We map what happens after someone gets in touch: who responds, how availability is checked, when reminders are useful and when a person should take over.
Appointment requests
Capture booking details and check availability through supported calendar or booking integrations.
Confirmations and reminders
Send agreed messages when appointments are confirmed or approaching, with clear cancellation or rescheduling paths.
Lead follow-up
Keep customer records current, create follow-up tasks and send messages using agreed timing and contact preferences.
Delivery and handover
What the project covers.
Booking process
A booking and follow-up workflow with clear owners
Calendar connections
Calendar and customer-system integration where supported
Messages and preferences
Message templates, contact preferences and stop conditions
Conflict and failure tests
Tests for conflicting bookings, cancellations and failed updates
Common questions
Before you start.
We first check the integration options, permissions and booking rules in your system. We confirm supported actions before agreeing the scope.
We agree which enquiries qualify, when messages can be sent and when follow-up stops. Staff review can be included before messages are sent.
Availability checks and booking confirmation must use the connected booking system. We test conflicts and failed requests and agree how exceptions reach your team.
Where the booking system supports it, the workflow can direct customers through its cancellation or rescheduling process and update the relevant records.
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