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Home/How Vocito works
How a task works

How Vocito works

Every task follows the same three steps. Nothing is sent to a customer without a rule you can read on the task page.

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Three steps

Request, Vocito acts, result

1 · Request

Something starts the task: a customer books on your booking page, or a visitor sends your form.

2 · Vocito acts

Vocito does the routine work: it blocks the slot and sends the confirmation and the reminders, or it stores the request as a lead.

3 · Result

You see the result in your workspace: the appointment in your Vocito calendar, or the new lead in Leads.

Example
Example scenario
1 · Request
A customer opens your booking page
book.vocito.ai/your-namepublic page
Tuesday 14:00Intake, 30 min
NameA. Jansen
2 · Vocito acts
Vocito blocks the slot and confirms
Slot 14:00blocked for everyone
Confirmation emailsent
3 · Result
The appointment is in your calendar
BookingsTue 14:00 · A. Jansen
StatusConfirmed
Example scenarioA physiotherapy practice lets patients book a 30 minute intake online. Names and amounts are invented to show the steps; this is not a customer case.
The tasks

Who approves

Some tasks run on their own, some wait for you. The rule is stated per task, in plain words.

Let customers book onlineNobody; bookings are confirmed automatically.Send booking remindersNobody; reminders are sent automatically.Capture requests with a formNobody; submissions are stored, nothing is sent out.Send quotes and invoicesGet paid by payment linkKeep a finance overview
What you need

What you connect

  • 1Bookings and reminders: nothing to connect. You set up a booking page with your opening hours and services.
  • 2Forms: you build the form in Vocito and publish it on your own website or as a Vocito page.
  • 3Google Calendar and your mailbox: connecting them is Coming.
Coming

Not switched on yet

Other tools are built and not switched on for customers yet. In the task catalog they say Coming. Ask for one and we show it in your demo.

Browse the task catalog
Next step

See it in a real workspace

No slides. We open a real workspace, run the tasks that fit your business and show you what you need to connect. Plans and pricing are confirmed in the demo.

Book a demo →Request an automation

Already a customer? Log in to your workspace.