Booked before you hang up.
Patcher lets you book a caller in while they’re still on the phone: pick the customer, the service and a time with someone on your team, and save. Before it saves, Patcher checks the time against the rest of the day, so you can’t double-book by accident.
Suggested times fit the service, its buffer, your team’s hours and blocked time, and the customer, service, time and notes stay on the appointment.
The video isn’t available right now. The transcript below has every word of it.
Chapters
Read the transcript
Marco calls. Milo’s due, and he always sees Tomás.
Pick the customer and the service, with its length and price, and add a note.
Type in a time, and Patcher checks it against the rest of the day.
Ten thirty overlaps another groom, so nothing’s double-booked.
Or let Patcher suggest a time that fits the service, its buffer, and Tomás’s hours.
Eleven thirty works. Book it.
Everything you agreed stays on the appointment. Booked before you hang up.
Patcher. Make tomorrow easier to schedule.
From the call to a booked appointment.
Everything you need is in one panel on your schedule, so you can book while the customer is still talking.
- 01
Find the customer
Search by name, phone or email, or add a new customer with a name and phone while you talk. Email is optional.
- 02
Choose the service
Its length and price come from your service list. Add a note for your team if there’s something to remember.
- 03
Pick a time
Type a time yourself, or let Patcher suggest open times for anyone on the team or the person the customer asked for.
- 04
Book it
Patcher checks the time against the rest of the day, saves it, and the appointment is on your schedule.
The details.
What Patcher checks
- Suggested times fit the service’s length and its buffer, each person’s working hours, other appointments and blocked time such as lunch. When you go to customers, they leave room for the drive too.
- A suggested time is checked again when you book it. If someone took it meanwhile, Patcher asks you to pick another.
- A time you type or drag yourself is checked for overlaps, skipped buffers, blocked time and hours. If it doesn’t fit, Patcher shows what it runs into and asks “Book this time anyway?”. Nothing else moves.
What stays on the appointment
- The customer, their phone, the service, the time and who it’s with.
- Your team’s internal note for this visit, and the customer’s notes for every visit.
- The service’s price, on the job.
What to know
- Suggestions look 30 days ahead from the day you choose, with more times a click away.
- Not ready to pick a time? Save the work unscheduled and book it later.
- Customers change a time by calling you, or from a reschedule link you send from the job.
Questions about booking appointments
Can I book while the customer is still on the phone?
Yes. Search for the customer, choose the service, and pick a time or let Patcher suggest one. The service's length and price come with it, so there's nothing to look up. Book, and it's on your schedule.
What stops me from double-booking?
Patcher checks the time against the rest of the day before it saves: other appointments, the service's buffer, blocked time and each person's hours. Suggested times already fit. If you type your own time and it doesn't fit, Patcher tells you what it runs into and asks before booking it.
Can I override it?
Yes. You have the final say. If a time you chose overlaps something on purpose, choose "Book anyway" and it saves as you set it. Nothing else on the schedule moves.
What if the caller is new?
Add them from the booking panel with a name and phone; email is optional. If the phone or email already belongs to a customer, Patcher asks whether to use that customer instead.
Can customers change the time themselves?
They call you, or you send them a reschedule link from the job and they pick a new time. Links can't be sent within a day of the appointment.
Related features
- Online booking
A booking page where customers pick a service and an open time themselves.
- Travel-aware scheduling
When you go to customers, suggested times account for the job, the drive, and your team’s availability.
- Cancellation filling
When an appointment cancels, Patcher lines up customers booked later who could move into the opening.
See Patcher with a sample business.
Try the live demo, no signup required. Appointment scheduling is included on every Patcher plan.