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PlatformBooking System

Booking System

The Booking System is the heart of GoConverso. It allows your clients to book appointments directly from your public website, while giving you full control over your schedule, availability, and appointment management.

The Booking System is available on all plans. Limits vary by tier: Free gets 50 bookings/month, Plus gets 500, and Pro and above get unlimited.


How Clients Book Appointments

When a visitor lands on your public website at goconverso.com/{username}, they can book an appointment through a streamlined 3-step flow.

Step 1: Choose a Service

The client browses your list of active services. Each service displays:

  • Service name (translated to the client’s language)
  • Duration (e.g., 30 min, 1 hour)
  • Price (displayed in your configured currency)
  • Description (optional)

The client selects the service they want and proceeds to the next step.

Step 2: Select Date & Time

A calendar view shows available dates based on your working hours configuration. After selecting a date, the client sees available time slots for that day. Time slots are calculated based on:

  • Your configured working hours
  • Existing bookings (already occupied slots are hidden)
  • Buffer time between appointments (if configured)
  • Staff availability (if staff management is enabled)

Step 3: Confirm & Provide Details

The client fills in their contact information:

  • Name (required)
  • Email (required)
  • Phone (optional, based on your settings)
  • Notes (optional message to the professional)

After confirmation, the booking is created and both the client and the professional receive email notifications.

The booking flow uses smooth animations and is fully responsive on mobile devices. It supports multiple languages (English, Portuguese, and Spanish) based on the visitor’s browser language.


Managing Appointments

All bookings appear in your Dashboard > Appointments section. You have two views available:

Calendar View

A visual monthly/weekly calendar showing all appointments color-coded by status. Click any appointment to view details or change its status.

List View

A filterable table of all appointments with columns for:

  • Client name
  • Service
  • Date & time
  • Status
  • Actions

You can filter by date range, status, service, or search by client name.


Appointment Statuses

Every booking goes through a lifecycle represented by these statuses:

StatusDescriptionColor
PendingNew booking awaiting confirmation from the professionalYellow
ConfirmedProfessional has confirmed the appointmentBlue
CompletedThe appointment was attended and finishedGreen
CancelledThe appointment was cancelled by either partyRed
No-showThe client did not show up for the appointmentGray

You can change the status of any appointment from either the calendar or list view. Status changes trigger email notifications to the client when applicable.

Cancelled and no-show appointments still count toward your monthly booking limit on Free and Plus plans.


Working Hours & Availability

Configure your weekly schedule from Dashboard > Settings > Working Hours.

Setting Your Schedule

For each day of the week, you can:

  • Enable/disable the day (e.g., mark Sunday as off)
  • Set start time and end time
  • Add break periods (e.g., lunch from 12:00 to 13:00)

Time Zone

GoConverso automatically detects your time zone during account setup. You can change it manually in Settings. All appointment times are displayed in your configured time zone.

Buffer Time

You can set a buffer period between appointments to allow for preparation or cleanup time. For example, a 15-minute buffer means that if a 1-hour service ends at 10:00, the next available slot starts at 10:15.

Blocked Dates

Block specific dates when you are unavailable (vacations, holidays, personal days). Blocked dates will not show any available time slots to clients.


Booking Reminders

GoConverso automatically sends email reminders to reduce no-shows.

Reminder Types

ReminderWhenAvailable On
Booking confirmationImmediately after bookingAll plans
24-hour reminder24 hours before appointmentAll plans
Status change notificationWhen status is updatedAll plans
Cancellation notificationWhen appointment is cancelledAll plans

Email reminders are sent through GoConverso’s email infrastructure (Resend) from mail.converso.pro. Reminder emails are automatically translated to the client’s preferred language.

Email Customization

On Plus and above, you can customize the reminder email templates from Dashboard > Settings > Email Templates, including:

  • Custom greeting text
  • Your business branding
  • Location/address details
  • Preparation instructions

Walk-in vs Online Bookings

GoConverso supports two types of appointments:

Online Bookings

These are created by clients through your public website. They follow the 3-step booking flow described above and are automatically added to your calendar.

Manual Bookings (Walk-ins)

You can create bookings manually from the dashboard for walk-in clients or phone reservations:

  1. Go to Dashboard > Appointments
  2. Click New Appointment
  3. Select or create a client
  4. Choose a service, date, and time
  5. Confirm the booking

Manual bookings appear in the same calendar and list views as online bookings.

When you create a manual booking for a new client, GoConverso automatically creates a client record in your CRM with their contact information.


Staff Assignments

If you have Staff Management enabled (Plus plan and above), bookings can be assigned to specific team members:

  • Clients can choose a staff member during booking (optional)
  • Each staff member has their own working hours and services
  • The calendar shows appointments per staff member
  • Staff members with the “attendant” or “specialist” role can view and manage their own appointments

See Staff Management for more details.


Booking Limits by Plan

FeatureFreePlus+Pro+Max+Ultra+
Bookings per month50500UnlimitedUnlimitedUnlimited
Active services520UnlimitedUnlimitedUnlimited
Calendar viewBasicFullFullFullFull
Email remindersBasicCustomizableCustomizableCustomizableCustomizable
Staff assignmentUp to 5Up to 15Up to 25Unlimited
Manual bookingsLimitedFullFullFullFull
Google Calendar syncBetaFullFullFull

When you reach your monthly booking limit, new clients will see a message that online booking is temporarily unavailable. Upgrade your plan to increase or remove the limit.


API Reference

For developers integrating with the booking system programmatically:

GET/rest/v1/bookings?professional_id=eq.{id}
Retrieve all bookings for a professional.
POST/rest/v1/bookings
Create a new booking.
PATCH/rest/v1/bookings?id=eq.{id}
Update booking status or details.

See the API Reference for authentication details and full endpoint documentation.