Atiende Appointments: booking and follow-up: solution image
SOLUTIONS / ATIENDE

Appointments & reservations

“Do you have an opening tomorrow?” starts a search for the right service, professional and time. Atiende checks your scheduling rules, records the selected slot and keeps confirmations, changes and reminders together so reception can handle requests that need a person.

ATIENDE · WORK EVOLVES
FROM PROCESS TO ACTION

Ask for a time. Leave with a confirmed appointment.

“Do you have an opening tomorrow?” starts a search for the right service, professional and time. Atiende checks your scheduling rules, records the selected slot and keeps confirmations, changes and reminders together so reception can handle requests that need a person.

THE CONNECTED WORKFLOW

Every step connected.
Through to the outcome.

Follow the information, decisions and actions. Each stage prepares the next.

ATIENDE / 01
01 / 05

Ask what the customer needs to book

Customers message or call through configured channels. The agent identifies the service, professional and preferred dates, then gathers contact details. Special requests reach reception with the answers already provided.

WHAT YOU GETService and preferences ready for a slot search.
02 / 05

Find a slot that fits the rules

Check service duration, the professional’s hours and date-specific exceptions. Offer options using availability from the designated source calendar. Time off and special working days are included so customers choose from bookable slots.

WHAT YOU GETOptions by service, professional and date.
03 / 05

Confirm what was actually booked

Review service, professional, date and contact before recording the appointment. The agent communicates the system’s confirmation. If booking cannot be completed, reception receives the outstanding request without asking for every detail again.

WHAT YOU GETA recorded appointment with confirmed details.
04 / 05

Keep the appointment on track when plans change

Prepare reminders through enabled channels and handle change or cancellation requests. The appointment keeps its new status and the progress of connected-calendar synchronization. Staff can see which messages or updates need follow-up.

WHAT YOU GETChanges and reminders linked to the appointment.
05 / 05

Use appointment outcomes to plan the schedule

Staff record attendance and no-shows, check service demand and review the waiting list. When a slot opens, they decide whom to contact under the business’s rules. The next day is planned using previous appointment outcomes.

WHAT YOU GETAttendance, no-shows and open slots in view.
CHOOSE A STAGE TO EXPLORE
TALK TO ATIENDE

A natural voice.
Your business context.

Try the agent by voice or chat. Or hear how it guides a conversation from start to finish.

Scheduling and confirmation

Call example · Spanish

WHAT CHANGES FOR YOUR TEAM

Less repetitive work.
More work completed.

The conversation checks service, professional and availability.

Booking, cancellation and rescheduling retain their status.

Follow-up brings together confirmations, reminders and released slots.

Service duration matters

Each service is linked to professionals, duration and working hours. Date exceptions cover time off and special days. The agent uses those rules when finding and offering a slot.

Rescheduling keeps the same appointment

Changes retain the customer, service and follow-up; cancellations update the appointment status. Staff can check what was recorded and which calendar update remains pending.

Reception sees what needs attention

The schedule brings together professionals, services and appointment statuses. Reminder issues and the waiting list help staff plan the day’s contacts, with customer context available to continue.

Conversations that end in a booking

The WhatsApp agent and configured voice service can check services and times, gather customer details and use enabled scheduling actions. Service moves from answering “Are you available?” to arranging a specific appointment with confirmed professional, date and service.

Each professional keeps their own scheduling rules

Define each professional’s services, their duration and bookable hours. Date-specific exceptions account for time off and special working days. Availability is calculated using those rules so customers receive options that match the calendar.

Reminders are part of the service

Prepare confirmations and pre-appointment reminders through enabled channels. Channel templates and permissions determine what can be sent; failures stay visible for follow-up. Staff can identify appointments needing contact without reviewing every conversation individually.

Connected calendars with visible status

Connect Google Calendar, Cal.com or a CalDAV provider according to the professional’s operation. Bookings, changes and cancellations feed the enabled synchronization flow. Implementation defines the source calendar and how sync issues are detected and resolved.

A released slot deserves follow-up

The waiting list brings together customers interested in an opening. When staff choose to offer availability, they can prepare the notification and follow responses through configured channels. Releasing and assigning appointments follows your business rules.

From managing appointments to understanding demand

Review appointments, customers, attendance, cancellations and activity by professional and service. History and notifications support consistent follow-up. Use the information to review schedules, workloads and service demand while distinguishing a booking from actual attendance.

APPLICATIONS BY SECTOR

In the context of your industry.

FROM DISCOVERY TO OPERATIONS

First, we understand your business.
Then we connect it.

Transformation starts where time is lost today. We design automation around your people, your rules and the systems you already use.

  1. 01

    Find the process that matters

    Observe how your team works today: real requests, repeated tasks, waiting, errors and systems. Discovery produces a process map, ownership and a measurable baseline.

  2. 02

    Design the complete workflow

    Define inputs, decisions, actions and completion evidence. Prioritize impact and feasibility, with clear rules for approvals, exceptions and follow-up.

  3. 03

    Connect your systems

    Review available APIs, webhooks, files and access. Agree which system owns each record, what the agent may read or update and how to prevent duplicates or unconfirmed actions.

  4. 04

    Test with your operational cases

    Validate normal workflows and difficult cases: incomplete information, unavailable systems or pending approvals. Your team reviews outcomes before expanding usage.

  5. 05

    Operate, measure and improve

    Define ownership, training and follow-up. Compare time, quality and backlog against the baseline; refine rules and expand to other processes when outcomes justify it.

Explore how we implement your solution ↗
A little more clarity

Before we begin.

Does it respect each professional’s schedule?

Yes. Availability considers services, duration, weekly hours and date-specific exceptions. Implementation defines the source calendar and professional’s connection so the agent offers options and confirms what the system actually records.

What happens when someone cancels or wants another time?

Cancellation or rescheduling updates the appointment and prepares synchronization with the enabled calendar. Staff review status and incidents. The waiting list supports offering released slots when staff choose to do so, following the business’s service rules.

Does it work for clinics and other businesses?

Yes. Services, professionals, duration and messages are configured for practices, clinics, salons and other appointment-based businesses. In healthcare, the scope is administrative: organizing service and appointments. Clinical judgment, emergencies and diagnoses remain with healthcare professionals.

How do we start?

We map your operation: a real case, manual tasks, systems and owners. Define the first workflow, its connections and how to verify completion before launch.

Does it connect with my current systems?

Authorize calendar access by professional and provider. Review which system owns availability and the sync direction; telephony is configured and tested separately. In healthcare, Atiende organizes appointments rather than making diagnoses.

What does my team still handle?

Your team defines rules, reviews exceptions and retains agreed approvals. Atiende gathers information, executes enabled steps and shows pending work and results so people can act with context.

Your next step

Less friction.
More possibilities.

Let’s start with a process that matters. Discover what your team could do with more time.

Book a demoOr write to us about the process you want to improve