
3 processes for retail & showroom · 2 complete
Appointments for showrooms, measures and fittings —and never a word about what is on the shelf.
EzyConn books the home measure and the in-store appointment, and sorts everything else to the team that can actually go and look. The one thing it will not do is tell a customer an item is in stock — there is no stock data in the product, so a figure would be invented.
The limit, up front: No stock lookup. EzyConn can quote a price from your list; it cannot tell anyone what is on the shelf.
The problem
What actually arrives in a retailer’s inbox
Four situations that need answering and need no judgement at all. Every one of them is somebody being interrupted, or a customer going somewhere else.
01
Most product messages are not sales. They are sorting
Showroom, online orders, repairs and alterations — three teams, one inbox, and a customer who has no idea which of the three they need. The sorting is the work, and it is done by whoever opens the inbox first.
02
A measure is a van movement
It costs the same to send whether the address is ten minutes away or ninety, and whether the job is two windows or a whole house. Qualifying the address before the appointment exists is the only thing that protects the round.
03
Saturday is the worst time to sell something expensive
High-value retail closes in an appointment with somebody’s full attention, not in a queue at a counter. Protecting the appointment is most of the job.
04
"Have you got it in?"
The single most common message, and the one a bot must never answer with a guess. A wrong yes brings somebody across town for nothing, and they do not come back.

Real enquiries
What arrives, and what happens to it.
Two of these become appointments. The rest are routed on purpose, because answering them would mean inventing an answer.
Do you have the oak dining table in the showroom at the moment?
Named as a showroom question, passed to somebody who can look
Can someone come and measure up for blinds in two bedrooms?
Coverage checked, 45-minute measure booked
I'd like a private viewing before I decide — is Saturday possible?
Real openings offered, appointment booked
Where's my online order got to?
Named as an orders question, passed to the orders team
Can you shorten a coat I bought last month?
Named as repairs and alterations, passed across
The processes
Three processes, built for retail & showroom.
Each one is published with its status. Complete means every step runs. Available with a limit means it runs and something named is missing — and the name of the missing thing is on this page and on the process page.
- RETAIL-01Available, with a limit
Product discovery — get the enquiry to the right team
You are not made to guess which email address to use. You say what you're after and you are handed to somebody who can actually go and look.
Get it to the right person. Nobody is booking anything. Work out what the enquiry is about, name the team that handles it, take contact details, and hand it to a person.
- RETAIL-02Available now
Quote or consultation visit
You get a real appointment for somebody to come and measure, at a time that exists — not a form and a wait.
You go to them. Check the postcode is one you cover, find out what the job is and how urgent, take contact details, offer times you are genuinely free, and book it.
- RETAIL-03Available now
Purchase appointment
You get a named slot with somebody's full attention, instead of turning up on a Saturday and queueing.
They come to you. Find out what they want booked, take their details, offer real open times on your own clock, and book it. No postcode question, because a salon has no catchment.
Every industry runs on the same handful of shapes carrying different data, which is why a new trade is a configuration change rather than a rebuild. Browse the whole catalogue.
The outcome
What a finished job looks like.
Either a measure or an in-store appointment at your own length — or an enquiry that arrives at a person already sorted, with a name, a number and an email attached.
RETAIL-02
Appointment booked — quote or consultation visit
These are the starting labels and lengths. You replace all of them with your own, and the times offered are computed from yours.
- Blinds & curtains measure
- 45 min
- Flooring measure
- 1 hr
- Fitted furniture survey
- 1 hr 30 min
RETAIL-03
Appointment booked — purchase appointment
These are the starting labels and lengths. You replace all of them with your own, and the times offered are computed from yours.
- Private viewing
- 45 min
- Styling appointment
- 1 hr
- Collection or fitting
- 30 min
RETAIL-01
Enquiry captured and routed
Nothing is booked, on purpose. A person picks the conversation up already knowing which of these it is, who is asking and how to reach them.
- the showroom team
- the online orders team
- the repairs and alterations team
A measure carries the postcode you confirmed you cover, which product it is for, how soon they need somebody, and what they typed about the rooms. A routed enquiry carries which of your teams it is for and what was said.
What you configure.
Your hours and clock, the postcodes you send a van to, your own appointment types with their real lengths, and a live price-list entry behind each one.
Your opening hours
Your timezone
The postcodes you cover
Your services, their length and their price
Your price list
Without opening hours and a timezone, a booking process offers nothing and hands every customer to a person. That is deliberate — an appointment at a time you are shut is worse than no appointment.
The limits
What EzyConn will not do for retail & showroom.
This vertical has one limit big enough to decide the sale, and it is not negotiable at any plan or price.
No stock lookup. EzyConn can quote a price from your list; it cannot tell anyone what is on the shelf.
No stock. Not now, not on a roadmap
There is no stock, quantity, variant, size, colour, SKU or per-store column anywhere in the product. Nothing can be described as in stock, held, reserved or available in a particular shop, because no field exists that could back the claim. A product question is routed to somebody who can physically go and look.
No process can name a product at all
No step in any process reads your product list, so a process cannot name an item, describe it or quote its price. The general assistant does answer from the content you train it on — so a price published on your own website can be read back — but that is your published content being repeated, not a live product record being read.
An order cannot be looked up
No step reads an order, and a chat session is anonymous — an email address typed into a widget is not proof that the person typing placed the order. "Where is my order" is routed, always, with the details taken.
The measure is booked. The quote and the order are not
There is no quoting step in the product, so no figure is implied — the measurer produces the price. And nothing here places the order, quotes a lead time or gives a delivery date, because none of those exist as data.
Nothing is bought, and nothing is put by
No payment step, no basket, no reservation, no deposit. A specific item cannot be held for a visit, because no process can name an item in the first place.
No calendar sync, of any kind
Not Google Calendar, not Outlook, not Calendly. Availability is worked out only from appointments EzyConn made itself, so a time you blocked out in your own calendar is still offered to a customer.
No system connectors
There is no customer-record, scheduling-system, order or field-service connector in the product. Everything that leaves does so through Zapier or a signed webhook to your own endpoint.
The confirmation is an email, never a text message
No process sends SMS. The confirmation email is best-effort: if the queue behind it is down, a real appointment can be made without the email arriving. A cancellation sends the customer nothing at all — the chat window is their only confirmation.
Nothing is paid for in the conversation
There is no payment step anywhere in a process. No deposit, no card, no voucher, no balance.
A service area is a list of postcodes, not a radius
You give a list of postcodes or a prefix to match on, for one country. A radius is refused outright, and so is covering everywhere.
Every limit these three processes publish
Written by the people who built them, carried onto this page unedited, and shown in full on each process page.
- Nothing here can look a product up.
- An order cannot be looked up either.
- The team is NAMED, not ASSIGNED.
- A confirmation EMAIL is sent.
- No individual member of staff is chosen.
- The visit is booked; NO QUOTE is produced.
- The measure is booked; the ORDER is not.
- No money changes hands inside a process.
- No specific item can be put by for the visit, because no process can name an item at all.
Channels
Where your customers already are.
Retail enquiries arrive wherever the shop is listed. All of them land in one place, sorted.
Your website
The product question that would otherwise be a bounce. Answers stream in as they are written.
WhatsApp
Where customers send a photo of the room, the coat or the fabric they want matched.
Email
The measure request and the order chase, sorted at the door instead of at the bottom of a shared inbox.
Your phone line
Inbound calls answered on your own Twilio number when the floor is busy.
You connect your own Twilio number. Inbound only — EzyConn does not make outbound calls.
Slack
Where each team picks up the conversations named for them.
EzyConn has no CRM, dealer-management, practice-management, EHR, order-management or field-service connector, and it does not sync with Google Calendar, Outlook or Calendly. Availability is worked out from bookings EzyConn made itself. Everything else leaves through Zapier or a webhook.
The product turns on at Starter.
The booking and routing processes, the phone line and custom actions turn on at Starter. The free plan answers questions only. Every plan has a published seat count and a published message allowance — no plan on this site is described as unlimited.
Questions
What retail & showroom businesses ask first.
- Can it tell a customer whether something is in stock?
- No, and it never will on this data. There is no stock, quantity, variant, size, colour or SKU column anywhere in the product, so any answer would be invented. The enquiry is named as a showroom question and routed to somebody who can physically check.
- Can it quote a price?
- Two different things are worth separating. A booking process books your own service at your own price. The general assistant answers from the content you train it on, so a price you publish on your own website can be read back to a customer. What no process can do is read your product list live — no step in the product does that.
- Can a customer order or pay in the chat?
- No. There is no payment step, no basket and no reservation in any process. Nothing is bought, held or put by.
- Can it look up an online order?
- No. No step reads an order, and a chat session is anonymous — an email address is not proof the person typing placed it. The enquiry goes to your orders team with the details already taken.
- Does a home measure produce a quote?
- No. The visit is booked; the price comes from the measurer. There is no quoting or pricing step in the product, so the process is deliberately worded never to imply a number.
- Can we route enquiries to different teams?
- The enquiry is named for a team — the showroom, online orders, or repairs and alterations — and the customer is told which. That name is written on the conversation. What does not happen is delivery into that team’s queue, because the product has no teams or queues; whoever picks the conversation up sees which team it was meant for.
Keep reading.
- Home servicesHVAC, plumbing, electrical and any trade that drives to the customer.
- AutomotiveMobile mechanics and independent workshops.
- Aesthetics & beautySalons, spas and clinics booking treatments.
- DentalNew patients, appointment changes and treatment enquiries.
- HealthcareAppointment scheduling and patient routing for practices.
- Wellness & fitnessStudios, gyms and practitioners booking sessions.
- Translation & interpretationAgencies capturing jobs and booking interpreters.
Or read all the processes and everything EzyConn does not do.