Consultation Appointment Booking
Allow clients to book appointments with financial advisors directly via WhatsApp.

The Challenge
Coordinating appointments by phone requires time for both clients and administrative staff.
How It Works on WhatsApp
- Request
- The client requests an appointment indicating needs and preferences.
- Availability
- The system shows the availability of the appropriate consultant.
- Confirmation
- The client confirms the time and receives an automatic reminder.
- Reminder
- Send reminder 24h and 1h before the appointment.
Example Conversation
Business Impact
Customization Options
Adapt this solution to your organization:
- Investment consulting
- Financial planning
- Mortgages and loans
- Insurance
- Supplementary pension
- Wealth management
Ready to Simplify Appointments?
Automate 24/7 booking.
