Scheduling
Move from conversation to confirmed appointment without the back-and-forth.
Real availability offered in the conversation, confirmed in seconds, and managed with team assignment, policies, and customer self-service.
Appointment
Confirmed- Wed 14:00
- Thu 9:00
- Thu 11:30
Booking policy
Applied- · 30-minute buffer between visits
- · Customer self-service cancellation up to 24h before
- · Assigned: field team, Riverside coverage
“What times work for you?” is where bookings die
Every extra message between “I’d like an appointment” and a confirmed slot loses customers. Trestelo closes that gap by offering real, bookable availability inside the conversation itself.
How a booking happens
The conversation reaches intent
The customer wants a visit, viewing, or consultation — Trestelo recognizes it and moves to scheduling.
Real slots are offered
Availability comes from your team schedules, appointment types, buffers, and capacity — not a static calendar.
The customer confirms in-conversation
One tap on a slot creates the appointment; conflicts are prevented at booking time, not discovered later.
Everyone is informed
The assigned team member sees the booking with context; the customer receives confirmation and self-service links.
Watch it happen
A 40-second walkthrough: booking intent is recognized, real availability is offered in the conversation, and the appointment confirms with team assignment applied.
What you get
Appointment types and resources
Durations, buffers, team assignment, and capacity per service — modeled the way you actually operate.
Availability rules
Weekly schedules, date overrides, blackouts, holidays, and time off — per team member or business-wide.
Booking policies
Cancellation cutoffs, reschedule rules, and confirmation flows configured per business.
Customer self-service
Secure links let customers view or cancel their appointment without calling — within your policy.
Where teams use it
- Site visits booked directly from a WhatsApp inquiry
- Clinic assessments scheduled from website chat, intake handled by the front desk
- Recurring service appointments planned across a field crew
Human control: Your team can always book, move, or cancel manually. Policies decide what customers may do themselves, and every change is recorded.
Common questions
Does it double-book?
No — conflict prevention is enforced at booking time per team member, including crew assignments and time off.
Can customers cancel or reschedule themselves?
Customers get secure self-service links for viewing and cancelling within your policy (for example, up to 24 hours before). Rescheduling flows through a new booking.
Does it sync with external calendars?
Scheduling runs on Trestelo’s own availability engine today; external calendar sync (Google / Microsoft) is on the roadmap.
See scheduling on your workflows.
Book a personalised demo and walk through your channels, qualification rules, and handover setup.