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Understanding the Appointment Scheduling Flow in Studio

Within the Studio platform, implement the scheduling flow that allows you to automate appointment management through our virtual assistant, improving operational efficiency and customer experience across different service channels. Develop flows for scheduling, rescheduling, and canceling appointments with the nodes available in Studio, offering flexibility and convenience in organizing your services. 

Appointment scheduling flows allow, for example: 

Collecting personal data from clients for appointment scheduling

Showing the nearest branches so that the client can choose the most convenient one

Displaying available schedules, dates, and locations

Selecting the type of appointment according to the service desired by the client

Before implementation, consider resources, time zones, and scheduling preferences. Personalize the flow according to each client's needs, including and organizing fields according to their preference.

Important: in addition to accessing Studio, a license and credentials are necessary to access the Appointment Scheduling platform. We recommend contacting your CSM to guide you on how to obtain these licenses and credentials. 

Below, you will find an example of an appointment scheduling flow: 


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