- A service appointment: a customer books a service from your list (for example “gel manicure”). Each service has fixed rules, and the agent never changes them.
- A personal meeting: you or someone on your team asks Wingy to set a meeting. Wingy looks at your day and offers times that fit.
Before you start
You need a connected calendar (Google Calendar or Outlook). Only the business owner sets services and booking rules.Set up a service
1
Open the services table
In the WingUp app, go to Data → Services. You can also go to Connections → your calendar → Services and their rules.
2
Add a service
Give it a name, a length in minutes and a price. Choose where it is given: at a branch, at the customer’s address, on video or on the phone.
3
Set the free time
Free time before is preparation. Free time after is cleanup. The calendar keeps this time empty.
4
Choose who gives it and where
Choose the people and the branches. An empty field means everyone who can be booked, at every branch.
5
Set the service's own rules
You can set minimum notice, days ahead, cancel until and move until. An empty field takes the calendar’s rules.
The calendar’s rules
In Connections → your calendar → Booking rules you set the rules of every booking that has none of its own:- The default length, and the free time around other events.
- The minimum notice, and how many days ahead customers can book.
- How many hours before the appointment a customer can cancel or move it.
- What happens with a late change: refused and the team calls back, or accepted and marked late.
- A fixed gap between two branches, when the same person works at both on one day.
What the agent does with a service
- The agent knows every service: its length, price, place, people and rules. It answers about them by itself.
- The agent offers only times the calendar returned. The calendar checks the length, the free time, the gap between branches and the time windows.
- When a customer asks for a service that is not on the list, the agent asks which service from the list.
- A late cancel or move follows your rule.
A personal meeting with Wingy
Write to Wingy, for example: “Set a meeting with Dani in Haifa on Tuesday, one hour”.- Wingy asks where the meeting is: at someone’s place (with the address), at the office, on video or by phone.
- For an in-person meeting outside the office, the calendar counts the drive from the meeting before and to the meeting after.
- For a meeting on video, by phone or at the office, there is no drive count.
- Wingy offers two or three options and says why each one fits.
By default, callers cannot book a personal meeting, only a service. Each person can turn it on for their own calendar, in My space → Connections.
What we see and keep
- To count a drive, we send Google Routes only the two addresses and the departure time.
- On each booking we keep, in your calendar, its kind, service, free time and place. So every later change follows the same rule.