Scheduling + CRM platform
Built for a clinic's operations team, running client scheduling across disconnected tools.
The problem
Bookings came in through WhatsApp messages and phone calls, while client records lived in a separate spreadsheet. Every booking meant manually checking availability, then going back to update the spreadsheet by hand — so the two were only ever as in sync as whoever last remembered to update both.
What was built
A single platform combining scheduling and CRM, so booking a client and updating their record happen in the same action instead of two separate systems.
- →Automated appointment invitations sent via WhatsApp
- →Self-service slot selection by clients
- →Automatic confirmation and record logging
Day to day
A receptionist sends an automated WhatsApp invitation to a client. The client opens it, picks an available time slot themselves, and the booking is confirmed and logged in the system automatically — no manual calendar checks or spreadsheet updates.