appointment-scheduling

Appointment Scheduling

Schedule property viewings and meetings, create tasks in Qobrix, and send confirmations to customers via WhatsApp.

API Access

bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" METHOD "/api/v2/ENDPOINT" '[BODY]'
bash "${CLAUDE_PLUGIN_ROOT}/scripts/wasender-api.sh" METHOD "/api/ENDPOINT" '[BODY]'

If either script returns "error":"not_configured", tell the user to run /setup to configure their API credentials.

Workflow

1. Gather details. Determine:

   • Which customer (look up in Qobrix if needed)
   • Which property or properties to view
   • Preferred date and time
   • Any special requirements

2. Create the task in Qobrix.

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" POST "/api/v2/tasks" \
     '{"title":"Viewing: {property} with {customer}","type":"viewing","due_date":"{iso_date}","contact_id":"{contact_id}","property_id":"{property_id}","description":"{address and notes}"}'
   

3. Send confirmation to customer.

   WhatsApp confirmation:

   Hi {Name}!
   
   Your viewing is confirmed:
   
   Property: {Property Title}
   Address: {Address}
   Date: {Date} at {Time}
   
   {Any special instructions}
   
   Please let me know if you need to reschedule. See you there!
   

   Send via WaSender:

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/wasender-api.sh" POST "/api/send-message" \
     '{"to":"{phone}","text":"{confirmation_message}"}'
   

   Optionally send the property photo:

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/wasender-api.sh" POST "/api/send-image" \
     '{"to":"{phone}","url":"{image_url}","caption":"{property_title}"}'
   

   Optionally send location pin:

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/wasender-api.sh" POST "/api/send-location" \
     '{"to":"{phone}","lat":{lat},"lng":{lng},"name":"{property_title}"}'
   

4. Update the opportunity. If there's a linked opportunity, update its stage to "viewing":

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" PUT "/api/v2/opportunities/{id}" '{"stage":"viewing"}'
   

5. Schedule reminders. Offer to create a reminder for the day before:

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" POST "/api/v2/tasks" \
     '{"title":"Reminder: Viewing tomorrow with {name}","type":"follow_up","due_date":"{day_before}","contact_id":"{id}"}'
   

Multiple Viewings

When scheduling a viewing tour (multiple properties):

• Create a task for each property viewing
• Space them appropriately (suggest 30-45 min between viewings)
• Send a single combined confirmation message with all viewings listed
• Include a suggested route order based on locations

Rescheduling

When the user says "reschedule viewing":

1. Find the existing viewing task in Qobrix
2. Update the task with the new date/time
3. Send an updated confirmation to the customer
4. Note the change: "Rescheduled from {old date} to {new date}"

Important Notes

• Always send confirmations — customers expect written confirmation of viewing times.
• Include the property address and any access instructions.
• For same-day viewings, prefer WhatsApp for faster delivery.