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Appointments and online booking

Your customer picks a slot, without calling you

Your agent proposes an appointment from the ticket or the conversation, or the customer books on your page. Only free slots are offered, with the schedule and planned jobs already taken out.

Request a demo See how it works
  • In person, by phone or online
  • Slots on the real schedule
  • Customers reschedule and cancel

Communication and customers

Appointments and online booking: what it does

Your appointment types

You set up your appointment types, each with its length: in person, by phone, online or hybrid. An inspection, a diagnostic visit or a sales meeting.

Propose an appointment

From the record or from a conversation, the agent proposes slots when the host, the guests and the room are free. Once confirmed, the email, the task in the calendar and the event for their calendar go out.

A page to book

Each booking page has its own public link, which you share on your website, in an email or on WhatsApp. The customer opens it and picks the appointment type and the slot that suits them.

On real working hours

Availability comes from each person’s business calendar and takes out their schedule and planned jobs. With humaneo, actual working hours come in on their own.

Changes, cancellations and no-shows

The customer reschedules or cancels from their link or their portal. Confirmed, rescheduled, canceled or no-show, each status can trigger a flow: a reminder, an alert or a task.

Online, with its meeting

If the appointment is online, it includes its Teams or Meet meeting and checks your company’s Outlook or Google Calendar availability. It is set up with your account during onboarding.

How it works

Step by step

This is how it is used day to day, on the same document as the rest of the modules.

  1. Step 1

    You set up your appointment types

    With their length and whether they are in person, by phone or online.

  2. Step 2

    You propose or share the link

    From the ticket or the conversation, or with your booking page on your website, in your emails or on WhatsApp.

  3. Step 3

    The customer picks a slot

    Based on your team’s real availability, with holidays, absences and planned jobs.

  4. Step 4

    The confirmation goes out

    With the email, the task in the calendar and the event for their calendar. And, if you want, its reminder through a flow.

Where it is used

It fits every area

Industry solutions

attendo Field Service attendo After-Sales attendo Ticketing attendo Customer Service

Industries that use it

Honesty

Where it fits (and where it does not)

  • Appointment types do not come ready-made: you set them up before you publish the page.

  • It is not a tool for booking meeting rooms or desks in your office.

Works with

Modules that go hand in hand

Scheduling and calendar

The team’s schedule, based on each person’s real working hours

See Scheduling and calendar

Mobile app and Field Radar

The service report on your phone, offline, and a map of who can go

See Mobile app and Field Radar

attendo Flows, Business Process Flow (BPF) and AI-Flows

Flows, phased processes with approvals, and AI inside the flow

See Flows and AI-Flows

Asynchronous and real-time communications

Email, WhatsApp, Teams, Meet, web chat and phone, channel by channel

See Communications

Glossary

Glossary terms

Projects

Resource utilization

Team workload · utilization rate

Resource utilization is the share of each person’s available hours that is already committed to planned work, measured by day, week or month.

Field work

Field service management

FSM

Field service management is the management of technical work that happens outside the office: planning who goes where, doing the job, documenting it and closing it.

See all 53 glossary terms

Frequently asked questions

Frequently asked questions

Can my customer book from the website?

Yes. You share the link to your booking page, and they pick the appointment type and the slot based on your team’s real availability.

Are slots offered on holidays or vacation days?

No. Availability comes from each person’s business calendar, with holidays, vacations and absences, and it takes out jobs already planned.

Can the customer reschedule or cancel?

Yes, from their link or their portal. And your team marks whether they attended or did not show up.

Is the Teams or Meet meeting created?

Yes, if the appointment is online. With the calendar permission of your Microsoft 365 or Google Workspace, which is set up during onboarding.

Is the customer reminded of the appointment?

Yes, with attendo Flows: the confirmation and the reminder go out by email, text message or WhatsApp.

Request a demo

Try it with your processes

We will show it to you with your own document types and the way you work. If it is not a fit, we will tell you.

  • With your operation, not a generic demo
  • A real person from our team replies
  • No cold calls afterwards

Would you rather talk first?

Which area do you want to see in the demo?

With your work email we prepare the demo around your case.

In one or two sentences.

If you chose Maintenance (CMMS)

If you chose Field work (Field Service)

If you chose Facility Management

If you chose any other area

Only if you would rather we call you.

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