Booking and invoicing

Appointment booking, invoices and payment reminders on WhatsApp

From the first message to the paid invoice, on the channel your customers already use. The AI agent books the visit and sends the reminders; after the visit it asks for a Google review; then the invoice goes out with a UPI QR code, and a reminder follows if it is overdue.

Beta Invoicing and payment reminders are in Beta: included in your plan and still being improved. What Beta means

From booking to payment

  1. 1The customer asks for a time on WhatsApp, web chat or a call; the AI agent offers your free slots and books one.
  2. 2A confirmation goes out straight away, then reminders the day before and shortly before. Customers can reschedule or cancel, and no-shows are recorded.
  3. 3After the visit, a thank-you message asks for a Google review, with the review link for that branch.
  4. 4When the work is done, the invoice goes out on WhatsApp or email with a UPI QR code for the exact amount.
  5. 5If it is not paid, a reminder goes out when it falls overdue. Each invoice shows as issued, partly paid, paid or overdue.

Frequently asked questions

Can customers book appointments on WhatsApp?
Yes. The AI agent offers your available slots on WhatsApp, web chat or a phone call, books the one the customer picks, and sends a confirmation with reminders the day before and shortly before the appointment.
Does it reduce no-shows?
Reminders the day before and shortly before give customers a chance to reschedule instead of missing the visit, and every no-show is recorded so you can see the pattern and follow up.
Can I send invoices and payment reminders on WhatsApp?
Yes, in Beta. Invoices go out on WhatsApp or email with a UPI QR code for the amount due, and a reminder goes out when an invoice is overdue. You can see which invoices are paid, partly paid or overdue.
How do I get more Google reviews?
Ask at the right moment. After each visit, Synergon sends a thank-you message with your branch's Google review link, so happy customers can leave a review in a tap.
What does it cost?
Booking, reminders and review requests are included in Synergon's plans, from ₹1,999 a month + GST, and invoicing is included while it is in Beta. Meta charges separately for some WhatsApp messages.

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WhatsApp, Google and UPI are trademarks of their respective owners, used only to describe what Synergon AI works with. Their use here does not mean they endorse Synergon AI. This page is general information, not legal advice.