The AI qualifies, books the appointment and follows each client until the close.
You set up your appointment types with their questions and your criteria. The AI qualifies the client in chat or on a call, offers real times from your professionals, and books when they say yes. You see every lead in the funnel, from new to won or lost.
Each appointment type has its own questions (required or optional) and your criteria in your own words. The AI asks the questions, saves the answers and decides whether the client qualifies. If not, it does what you choose: send a message, hand off to an agent, book it flagged as not qualified, or offer another appointment type.
To book, the AI offers two or three real open times and books only when the client says yes; the same professional never ends up with two appointments at the same time. You can rotate appointments automatically among your professionals or let the client pick who. Each professional has their weekly hours, lunch breaks, vacations and holidays.
The appointment can be a video call (with each professional's fixed link), in person, or by phone. The system sends the appointment details and up to three WhatsApp reminders; if the chat has been quiet for more than 24 hours, they go out as a template (which needs Meta's approval) with buttons to confirm or reschedule. If the client does not show up, it sends a message to rebook. If the client left an email, they get the confirmed appointment, its changes and its cancellation, with a file for their calendar (you can turn it off).
If the appointment has a price and you have a payment gateway set up, the AI sends the payment link and the appointment is confirmed once paid; if it is not paid in time, the slot is freed. In the funnel you see how many leads qualified, booked and showed up, by channel and by agent.
Leads can come in through several doors: a hosted public form with your own link (the phone is verified with a WhatsApp code), a CSV or Excel file you import without duplicating anyone, or Renaska's API to connect it to your CRM or ad tool. If you turn it on, a new lead with consent gets a WhatsApp welcome message during allowed hours. Coming soon: leads from Meta ad lead forms arrive on their own (waiting on Meta's approval).
Every module capability grouped by area.
Your questions and your criteria, not a generic form.
Real times, no double booking.
The client knows when and where the appointment is.
Every lead, from new to won or lost.
Several doors in, the same funnel.
Three real scenarios where this module makes a difference.
The AI asks what you need to know before the first consultation and books it with whoever has room.
By chat or phone, only clients who meet your criteria get booked; the rest get your message or go to an agent.
Appointments are shared out automatically across the team, each with their own hours and vacations.
How is it different from Services & Bookings?
Bookings is for selling time or the use of a resource, with a public portal. Appointments & Leads is for selling an appointment or consultation: the AI qualifies the client before booking and every lead sits in a funnel. You can use both.
Does the AI book over the phone?
Yes, if you have a phone line in Renaska: it offers two times and books free appointments. Paid appointments are handed to your team to close by chat, where the payment link goes.
Do reminders cost anything?
Inside the WhatsApp 24-hour window they go as a regular message. Outside it they go as a template, which Meta charges for and must approve first.
Can I bring in leads from somewhere else, not just chat?
Yes: a hosted public form with your own link (with phone verification), a CSV or Excel file, or our API for your CRM or ad tool. Leads from Meta ad lead forms are coming soon, arriving on their own.
All modules active from day one. AI working for you from the first moment.