Use Case

Booking links & appointment requests for home services

Some callers want to book online. Others need your office to confirm. Cerlo supports both—sending booking links when it fits, or creating appointment requests your team can act on.

The Problem

Scheduling intent gets lost

A caller wants to schedule an estimate, but your office is closed. They leave a voicemail—maybe with a preferred time, maybe not.

The next morning, your team is guessing at availability and playing phone tag. The caller may have already booked with someone else.

How It Works

Cerlo captures scheduling intent—your team confirms

No false confirmations. No missed details. Just clean handoffs.

1

Caller expresses scheduling intent

"I'd like to schedule an estimate" or "Can I book a service call?"

2

Cerlo captures details

Service type, address, preferred days/times, and contact info.

3

Option A: Send booking link

If you use an online scheduler, Cerlo texts the caller your booking link.

4

Option B: Create appointment request

If you prefer to confirm manually, Cerlo sends a structured request to your office for follow-up.

What You Get

Benefits for your team

No false confirmations

Cerlo never tells a caller they're booked unless you've confirmed it.

Flexible workflow

Send booking links, create requests for your office, or both—your choice.

Faster conversions

Callers who want to book can do it immediately via your link.

Example

What a scheduling call looks like

Caller:"I'd like to get a quote for a new water heater."
Cerlo:"I can help. What's the service address?"
Caller:"321 Elm Street."
Cerlo:"What days work best for you?"
Caller:"Mornings are best, Tuesday or Wednesday."
Cerlo:"Got it. I'll send this to the team and they'll confirm a time. I can also text you a link to schedule online if you prefer."
FAQ

Common questions

Does Cerlo book appointments directly?

No. Cerlo captures appointment details and can send your booking link. Your team—or your scheduler—confirms the final slot.

What if I don't have online booking?

No problem. Cerlo creates a structured appointment request and sends it to your office for follow-up.

Can Cerlo integrate with my calendar?

Cerlo can send your existing booking link by text. Deeper integrations are on the roadmap.

Capture scheduling intent—your way

Join early access and set up booking links or appointment requests for your team.