E-commerce · Sales

Consultation & Fitting Booking

Turn high-ticket browsers into booked consultations rather than abandoned research.

Apps this needs

Store Platform Shopify, WooCommerce or your storefront for carts, orders & status. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

How it works

  1. Shopper shows intent on a high-ticket product or asks for advice, on chat, WhatsApp or voice (Twilio, 3CX, RingCentral or a carrier SIP trunk).
  2. Agent offers a consultation, fitting or showroom slot on their channel.
  3. Books it straight into the specialist's calendar, in the right timezone.
  4. Sends reminders and rebooks a no-show once, automatically.
  5. Briefs the specialist with the products viewed and questions asked.
  6. Logs the booking outcome to the CRM.

Data sources

Product catalog Specialist calendars Browse events CRM

What it targets

  • Eligible shoppers offered a slot Target 90%
  • Consultations booked Target 18%
  • No-show rate after reminders Target 9%