Appointments
Review visit requests, confirm them, mark them as attended or cancel them, and what reaches the customer at each step.
In PanelCitas ("Panel > Appointments") are all the visit requests for your cars. You also see the appointments for a particular car in the «Citas» section of its details.
Watch it on video · 0:54Confirm and handle your appointmentsCliquéalo Academy · Your customersWhere appointments come from
- The buyer taps "Request appointment" on your ad. It arrives as Solicitada ("Requested").
- You schedule it from the chat with «Agendar cita» ("Schedule appointment"). It arrives directly as Confirmada ("Confirmed").
- You schedule it from a case with «Agendar cita». See Cases and interactions.
Appointment statuses
The customer requested the visit and nobody has confirmed it. It shows in yellow.
What you can do: Confirm it, cancel it, or message them on WhatsApp.
You confirmed the visit. It shows in blue.
What you can do: Mark it as attended, cancel it, add it to your calendar, or message them on WhatsApp.
The customer already came. It shows in green.
What you can do: Look it up.
The visit isn't happening. It shows in gray.
What you can do: Look it up.
An attended or canceled appointment no longer changes status.
The list
At the top you choose what to see: «Solicitadas» ("Requested"; the one that opens by default), «Confirmadas» ("Confirmed"), «Atendidas» ("Attended"), «Canceladas» ("Canceled"), or «Todas» ("All"). With «Buscar cliente, teléfono, email, publicación o agencia…» ("Search customer, phone, email, ad, or agency…") you filter the list.
Each appointment shows the customer, the car, their notes, the contact and the channel they preferred, the «Fecha preferida» ("Preferred date"), and when it was «Recibida» ("Received"). If it has no contact it says «Sin contacto» ("No contact").
If there are no appointments in that status you see «Sin citas» ("No appointments") and «No hay solicitudes de visita en este estado.» ("There are no visit requests in this status.").
Confirm, attend, or cancel
Find the appointment
Go to PanelCitas. New ones are in «Solicitadas».
Confirm
Tap «Confirmar» ("Confirm"). You see «Cita actualizada» ("Appointment updated") and the appointment moves to «Confirmadas».
Mark it as attended
When the customer comes, tap «Atendida» ("Attended").
To cancel, tap «Cancelar» ("Cancel") at any time before attending it. It doesn't ask for confirmation: the appointment is canceled as soon as you tap the button.
Other actions for each appointment:
- «Abrir» ("Open"): takes you to the car's «Citas» section.
- «Chat»: opens the conversation, if the appointment came from a chat.
- «Calendario» ("Calendar"): adds it to «Google Calendar», «Outlook personal» ("Personal Outlook"), «Outlook de trabajo» ("Work Outlook"), or downloads it with «Apple u otro (.ics)» ("Apple or other (.ics)"). It only appears if the appointment has an exact date and isn't canceled.
- «WhatsApp»: opens WhatsApp with a ready message: «Confirmar la cita» ("Confirm the appointment"), «Recordar la cita» ("Remind about the appointment"), or «Reagendar» ("Reschedule"). It only appears if there's a phone and the appointment is still active.
What reaches the customer
If the customer agreed to receive notices by WhatsApp:
- When they request the appointment, they receive confirmation that it was requested.
- When you confirm it, they receive the appointment confirmed notice with date and location.
- When you cancel it, they receive the appointment canceled notice.
- When you mark it as attended, they receive nothing.
Your active salespeople and your store's number, if it has notices turned on, receive a WhatsApp notice at those same moments. See WhatsApp.
If you schedule from the chat and the customer has an email, they also get a calendar invitation by email.
The usual case
Visit completed
The appointment arrives as Requested, you confirm it, the customer receives the WhatsApp notice, and on the day of the visit you mark it as Attended.
Something doesn't work the first time
No exact time
The customer wrote their preference («mañana después de las 5», "tomorrow after 5") instead of choosing a time slot. In «Fecha preferida» you see that text and the «Calendario» button doesn't appear. Message them to agree on the time.
Worst case
The customer doesn't show up
Cancel the appointment or use «WhatsApp» and choose «Reagendar» to suggest another time.
Special case
You canceled by mistake
A canceled appointment can't be reactivated. Schedule a new one from the chat or from the customer's case.
Errors
What you see · Appointments
«No se encontró la cita.»
The appointment wasn't found.
What it means. The appointment no longer exists or doesn't belong to your account.
What to do. Reload the page.
What you see · Appointments
«No se pudo actualizar la cita.»
The appointment couldn't be updated.
What to do. Try again in a few seconds. If it continues, reload the page.
Which notices Cliquéalo sends you by WhatsApp, how to add salespeople to the dispatcher, and which messages your customer receives.
Cases and interactions
Follow up on each of your store's interested buyers, from the moment they arrive until they buy or are dropped, and what each status means.