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Handing over documents, reviewing questions, and tying up recurring loose ends call for a short, regular calendar appointment. Clients choose a time within the hours you set, and each next appointment is booked separately.
A small business needs to find time to visit or talk, and message exchanges can drag on for days.
Each business has its own handover date and work pace, making manual scheduling difficult to coordinate.
A brief review call can run over when there is no mutually agreed time slot.
After one meeting, you have to message again to find a time for the next one.
For illustration only. The business name, services, and prices are fictional.
For example, a document handover or a brief review of questions.
The client chooses an available slot based on your availability.
A WhatsApp message is sent before the meeting, subject to your plan's quota.
Create a new booking when needed; appointments do not recur automatically.
Set a suitable duration for handing over documents, reviewing questions, or having an update call.
Clients can use a link to reschedule or cancel up to the cancellation cutoff you set.
Past appointments and private notes can help you remember what was arranged with each business.
WhatsApp confirmations and reminders are sent within your plan's monthly messaging quota.
No. Automatic recurring bookings aren't available. You can book each appointment separately and share the booking link again the following month.
No. The system schedules appointments; it does not manage documents or files. Pro and Premium plans support text questions for general scheduling details only.
This page focuses on short monthly meetings for handing over materials and reviewing work with small businesses, rather than office-based introductory calls or general meetings with an accountant.
You define services and names to match the way you work, such as a monthly document handover or a brief review of questions.
Yes. WhatsApp reminders are sent subject to your plan's monthly messaging quota.
Open your booking page, set up your services and hours, and share the link with your clients.