Purchase appointment
You get a named slot with somebody's full attention, instead of turning up on a Saturday and queueing.
- Industry
- Retail & showroom
- Shape
- They come to you
- Plan
- Starter and above
The situation it is for
High-value retail closes in an appointment, not at a counter. Booking the appointment is the whole job; the sale happens in the shop.
A customer wants to come in and be looked after properly, a private viewing, a styling appointment, or to collect and be fitted. The bot asks which, takes their details and books them a slot with somebody who has time for them.
Who runs it
Jewellers, bridal, opticians and high-touch boutiques, anywhere the customer comes to the shop.
It starts when somebody types
- “book an appointment”
- “private viewing”
- “styling appointment”
- “come into the store”
- “book a fitting”
- “collect my order”
The conversation
What it asks
6 questions, asked in this order. Every answer is written down for whoever picks the job up.
- 01What you need
“What would you like booked: a private viewing, a styling appointment, or a collection or fitting?”
Decides how long the appointment is, which item on your price list is booked, and how the next question is worded.
- Private viewing
- Styling appointment
- Collection or fitting
- 02How soon
“When would you like to come in?”
Written onto the appointment for whoever works it.
- This week if you can
- Sometime this month
- No rush, I'm planning ahead
- 03Name
“And who should we put this down for?”
The name the appointment or enquiry is recorded under.
- 04Phone
“What's the best number to reach you on?”
The only way to reach the customer if anything changes.
- 05Email
“What's the best email address for the appointment and its confirmation?”
The email address it is recorded against.
- 06What you're after
“Roughly what are you hoping to look at?”
Context for whoever takes the appointment.
Those options are the starting set. The services you configure, and, where a process asks for them, the languages you work in, replace them, and the wording follows.
The rules that run
Checks, not judgement calls. The same answer every time, from your own settings.
- Is this a number that actually dials?
- Is this time still free?
What you need set up
Settings in your own account. Nothing here is guessed on your behalf.
- Your opening hours
- Your timezone
- Your services, their length and their price
- Your price list
Without your hours and timezone there are no times to offer, so the process hands every customer to a person instead of inventing one.
How it can end
The complete list. There is no other ending it can reach.
- Appointment booked
- Nothing free: handed to a person
- Handed to a person
- Visitor left
- Something went wrong: handed to a person
More for retail & showroom
Built on the same engine and the same settings: they come to you is one of 6 shapes the whole catalogue is made from.
- RETAIL-01Available
Product discovery — get the enquiry to the right team
Retail & showroom
You are not made to guess which email address to use.
- RETAIL-02Available
Quote or consultation visit
Retail & showroom
You get a real appointment for somebody to come and measure, at a time that exists, not a form and a wait.
Run this one on your own hours, services and postcodes.
Starter and above. Your settings decide the wording, the durations, the prices and the times it offers: nothing on this page is a template you have to accept as written.