How do we hold a booking with a deposit without losing the slot?

Someone writes after seeing a post: how much is a filler treatment. Eva answers in seconds, asks for a name, the treatment they want and when they are available, and checks real availability by appointment type, duration and resource, so an occupied room is never offered. It answers with what your clinic published, and it says the part that stays true: the proposal and the final price come out of the assessment, not out of a message.

Once a time is picked, Eva can request the deposit that holds the slot. For Mexican operations it creates a SPEI bank-transfer payment link from your clinic's connected account and records the payment cycle on the opportunity. And if you would rather keep receiving a receipt in the thread, Eva takes the screenshot as context and hands the conversation over.

The day before, the schedule confirms itself. Eva writes, asks the client to confirm date, time and practitioner, and when they cannot make it, offers the open times and reschedules inside the same thread. Silence does not vanish either: the thread keeps its state so the front desk can decide what to do with that slot under your policy.

After that the relationship continues. Eva creates or updates the contact and the opportunity in the CRM and schedules whatever follow-up you configured: the post-treatment review, the next session in a package, or the reminder that it may be time to come back. Sequences allow up to five steps with delays of up to 180 days, and each one runs a full agent turn, so it can check the calendar, reschedule or decide that writing again is not the right move yet. The clinical interval is your practitioner's call. The moment a person on your team replies, Eva goes quiet.