WhatsApp scheduling: how to organize time slots and confirmations

What you will learn: organize appointments, avoid scheduling conflicts and keep follow-up up to date in a single flow.

1. 1

   Open the Calendar module

   In the side menu, go to Calendar to view active schedules and agendas.

2. 2

   Choose the viewing grid

   Use Day, Week or Month to better see your routine and availability.

3. 3

   Create and review events

   Fill in contact, date, time, service and essential notes before saving.

4. 4

   Update markdowns instantly

   When there is a change, adjust immediately to avoid conflict and delay.

• At the beginning of the day, review the closest times to reduce absences.
• Use short, to-the-point observations to maintain context between agents.
• At the end of the day, mark who attended and who needs further contact.