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Documentation Index

Fetch the complete documentation index at: https://help.storetalk.app/llms.txt

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StoreTalk BookingPro turns any service business into a WhatsApp-first booking platform. Customers browse your services, pick a provider and a time slot, pay if needed, and receive WhatsApp confirmations and reminders — all without leaving the chat for more than a few taps. It’s used by clinics, salons, fitness studios, consultants, tutors, and anyone who books appointments. The app is industry-agnostic — every tenant picks their own labels for “provider”, “customer”, and “room” so the dashboard reads naturally for your business.

What customers see

When a customer messages you with one of your trigger keywords (e.g. “book appointment”, “doctor”), they’re taken through a short web flow:
1

Pick a service

The customer sees your published services with price, duration, and an “Online” badge if it’s a video appointment.
2

Pick a provider

Either a specific person or “any available”. If only one provider can deliver the chosen service, this step auto-skips.
3

Pick a slot

A calendar shows the next available days; tapping a day reveals the open time slots for the chosen provider, in your store’s timezone.
4

Confirm and pay

The customer reviews their booking, optionally adds a note, and pays via Razorpay if the service has a price. Free services skip payment entirely.
5

Receive WhatsApp confirmation

A confirmation message lands in WhatsApp with the booking details and a branded “Open booking” link that becomes a Join button 15 minutes before the start time.
Reminders go out automatically before the appointment (24 hours and 1 hour by default — you can customise this).

Installing and configuring

1

Install from Marketplace

Open Apps → Marketplace, find StoreTalk BookingPro, and click Install. The app is free.
2

Set up Settings

Open the app, go to Settings, and set:
  • Timezone — appointments are stored and displayed in this zone
  • Default language — the locale used for customer messages (English by default; we also ship Hindi, Malayalam, Tamil, Kannada, and Telugu)
  • Industry labels — what to call providers, customers, and rooms in your dashboard. “Doctor / Patient / Room” for clinics, “Stylist / Client / Station” for salons, etc.
  • Scheduling rules — buffer time, advance days allowed, minimum notice, “any provider” toggle
  • Theme color — applied to the customer-facing storefront
  • Reminders — toggle on/off and pick offsets (presets: 24h, 4h, 1h, 30 min — plus custom)
3

Pick a video meeting provider (if you offer online appointments)

On the Settings tab, in the Services Used section, pick which app fulfils the meet service — StoreTalk Meet or StoreTalk Zoom. See the Platform Services guide if this is your first time configuring it.
4

Add your services

Open Services and add each one. See the Providers and availability guide for the full list of fields.
5

Add your providers

Open Providers and add each person who delivers services. Tick which services they can deliver and set per-provider price or duration overrides where they differ from the service default.
6

Set provider availability

Open Availability and define each provider’s working hours by day of week. This drives the slot calendar customers see.
7

Wire BookingPro into a flow

In your Flow Builder, add an App node, pick BookingPro, and connect it on the success and failure paths. Set the flow’s trigger keywords (defaults like bookingpro, doctor, clinic, schedule appointment work as a starting point).

Dashboard tour

The dashboard has eight tabs, in this order:

Dashboard

The default landing tab. Four KPI cards at the top — Today’s Bookings, Upcoming (7 days), Active Providers, On Leave. Below are two panels: Today’s Schedule (up to 8 upcoming appointments with time, customer, service, and provider) and Provider Load Today (active providers with their appointment counts).

Bookings

Every booking, filterable by status. Two views: Upcoming and All. Status filters: confirmed, completed, cancelled, no-show, needs-reschedule. For each booking you can:
  • Complete — mark it as completed (terminal status)
  • No Show — mark the customer as a no-show (terminal status)
  • Cancel — cancel the booking (terminal status; reminders are auto-cancelled)
  • Reassign — move the booking to a different provider, with optional reason and a “notify customer” toggle. Only available when you have two or more active providers.
Each booking row expands to show its activity log: created, status changed, reassigned, with timestamps.

Services

The catalog of services you offer. Grouped by category, each card shows the colour indicator, duration, price, and an “Online” badge if customers should expect a video meeting. Add, edit, or delete via the modal. See Providers and availability for the field reference.

Providers

The people who deliver your services, grouped by status — Active, On Leave, Pending Invite. Each provider card shows their name, initials, specialty, email, and status pill. The edit modal also exposes per-service overrides for price and duration.

Availability

Per-provider working-hours editor. Add one rule per day of week per provider — for example, “Tara: Mon–Sat 10:00–18:00”. This is what powers the slot calendar customers see when booking.

Locations

For multi-site businesses. Define each location, optionally assign rooms to it, and link availability rules to specific locations. Skip this tab entirely if you operate from one place — locations are optional.

Messages

The wording of every WhatsApp message BookingPro sends, editable per locale. See the Messages and reminders guide for the full breakdown.

Settings

Store-level configuration: timezone, default language, scheduling constraints, industry labels, theme colour, reminder offsets, and the Services Used picker (where you choose your payment and meet providers). Most things you’ll set once at install time and rarely change.

Payments

If a service has a non-zero price, the customer pays at the Confirm step using whichever payment app you’ve installed (today, StoreTalk Razorpay). On success, the booking moves to confirmed and reminders are scheduled. On failure, the customer sees the error and can retry — the booking stays in pending until they complete payment or abandon. If you haven’t installed a payment app, BookingPro degrades gracefully: services with a price still appear, but the Pay step is skipped and the booking confirms as a free booking. This is by design — see Platform Services for how the fallback works.
Known issue (parked): On staging we’ve seen Razorpay’s UPI modal occasionally not auto-close after a successful payment, requiring the customer to refresh. Card and netbanking are unaffected. We’re tracking this and will ship a fix in a future release.

Video meetings

When a service has the Online toggle enabled, BookingPro creates a video meeting room at booking time — not when the customer clicks Join. The meeting URL is generated by your chosen meet provider (Meet or Zoom) and stored on the booking. The customer doesn’t get a raw zoom.us or meet.google.com link in WhatsApp. Instead they get a branded /booking/:id/join landing page that:
  • Shows their booking details (provider, service, time, location, notes)
  • Counts down to the start time
  • Reveals a Join meeting button 15 minutes before the start time
  • Lets you swap the underlying meeting URL on the backend without leaving a dead link in the customer’s chat history
When a booking is cancelled, completed, or marked no-show, BookingPro tells the meet provider to cancel the room — so you don’t accumulate stranded meeting rooms. Reassigning a booking to a different provider keeps the same room (the room name may go stale, but it’s not worth a round-trip to recreate).

The booking lifecycle

Every booking moves through a defined sequence of statuses, split into two phases:
PhaseStatusWhat it meansSends a WhatsApp message?
SessionselectingCustomer is in the storefront picking a service / slotNo
Sessionbooking_confirmedBooking placed (and paid for, if paid)Yes — confirmation with join link
Sessionbooking_abandonedCustomer left without completingNo
Fulfillmentreminder_sentScheduled reminder firedYes — reminder template
Fulfillmentappointment_startingApproaching start time (online services)Optional
FulfillmentcompletedService deliveredYes — depends on your template
Fulfillmentno_showCustomer didn’t turn upYes — depends on your template
FulfillmentcancelledBooking cancelled (by customer or staff)Yes — depends on your template
FulfillmentrescheduledTime changed without cancellingYes — new time
The wording of each lifecycle message is editable. See Messages and reminders for how.

What’s available today vs coming soon

We’re shipping BookingPro in phases. The current build covers everything most service businesses need to start taking bookings; a few items are deliberately deferred. Available today
  • Full dashboard for bookings, services, providers, availability, locations, settings, messages
  • Per-provider price and duration overrides
  • Customer storefront with service / provider / slot picker and Razorpay payment
  • Branded join landing page with countdown
  • Online appointments via StoreTalk Meet or Zoom, with eager room creation and lifecycle cleanup
  • WhatsApp reminders with configurable offsets
  • Phase 1 message i18n — six locales, per-tenant overrides
  • Provider reassignment with optional customer notification
  • Industry-adaptable labels
Coming soon
  • Customer-facing reschedule and cancel buttons on the join landing page
  • Phase 2 i18n — per-locale lifecycle messages without needing the JSON editor
  • Phase 3 i18n — storefront SPA translation and customer-locale auto-capture
  • Capacity planning views (month heatmap, utilisation reports)
  • Quick-leave bulk reschedule when a provider is unexpectedly out
  • Recurring availability rules

Providers and availability

The full reference for services, providers, per-provider overrides, and availability rules.

Messages and reminders

Customise the WhatsApp wording for every lifecycle event, per locale.

Manage installed apps

Tour of the Settings tab, Activity log, and other apps-page mechanics.

Platform Services

How BookingPro plugs into payment and video-meeting providers.