Console guide

The Boty Reserve console (/consola) is the business’s workspace: from there you manage the appointment diary, the service and team catalogue, group classes and passes, availability blocks, the list of clients who have booked, the branding your clients see on your public booking page, and the settings that decide which parts of the console your business uses.

What Reserve does not do yet

Reserve sends exactly one email: the booking confirmation, and only when the guest leaves an address while booking (the field is optional; the phone number is still required). That email carries your name and your colours, and includes the link the guest uses to manage or cancel the appointment.

What it still does not do: no SMS and no cancellation notices. The call and WhatsApp links on the manage-appointment page are links the guest taps, not messages the business initiates. The business logo is a URL field (you host it elsewhere and paste the link); the console has no file upload.

The assistant

The ”? Asistente” button in the corner opens the console assistant. It does two things:

• Answers any question about Boty Reserve — only from this documentation, with its sources linked. What is not documented it says so honestly, never invents.
• Does things for you when you ask: “créame una clase de yoga los lunes a las 19”, “apaga los bonos”, “llévame a servicios”. It can navigate the console, create services and classes, and switch Classes and Passes on or off in Ajustes.

It always asks permission before touching anything. Every action shows as a card describing what will happen, with three buttons: Hacerlo (just this once), Hacerlo siempre (stop asking for that action type, in this browser) and Cancelar. “Always allow” permissions are revocable in one click from any auto-run action. Two non-negotiable limits: actions run with your session and your role (if your role cannot create services, neither can the assistant), and an ambiguous name — two Marías on the team — gets a question, never a guess.

Access

• You need to sign in and hold an operator membership for Boty Reserve (owner, manager, or staff role).
• Without a membership, the console takes you to “Tu cuenta no tiene acceso a Boty Reserve” (“Your account has no access to Boty Reserve”) with a link to the pricing page.
• Signing up for Reserve is self-service: pick a plan on the pricing page and pay by card (Stripe); you land in the console with the getting-started checklist waiting. Onboarding is free during launch: you set it up yourself — the console guides you, and the assistant (the “Asistente” button in the corner) is trained on the setup and answers on the spot. Prefer company? The contact link stays on the same page.

Day one: the order that actually works

1. Register your services first (Catálogo → Servicios).
2. Register each professional (Catálogo → Equipo). When you create a professional, Reserve automatically pairs them with every active service that exists at that moment — so they’re bookable from minute one, with no extra manual step. This is not retroactive: if you add a new service later, professionals who already existed are not paired with it automatically — adjust that by hand on their card, under “Servicios que realiza” (“Services they perform”).
3. Load each professional’s weekly schedule (Equipo → Horario). This step has no automation: without opening-hours windows, a professional still produces zero bookable slots, even if every service is already paired.

Why the order matters: a bookable slot only exists when a professional is paired with the service and has a schedule window covering that day. Miss either one and that professional is invisible on the booking page for that service.

Agenda

The default /consola view. Toggle between Día (Day) and Semana (Week), navigate with Hoy (Today) / ← / →.

• + Nueva cita opens a manual form: service, professional (optional — leave blank for automatic assignment), date, search available times, pick a slot from the list, guest name and phone.
• “Apunta una cita con una frase” (“Jot down an appointment in one sentence”) is the AI quick-add box above the diary: you type something like “Apunta a María Cruz mañana a las 18:30 para 1h” and press Proponer (Propose). The AI never creates the appointment directly — it returns an editable proposal (matched guest or candidates to pick from, detected service, a suggested time or alternatives) that you review and correct before pressing Confirmar (Confirm). Dismissing the proposal creates nothing. If you exhaust the monthly AI request cap, the box says so and the manual + Nueva cita form keeps working exactly as before.
• Each diary row shows time, service, professional, guest, phone, and status (Reservada/Booked, Completada/Completed, No presentado/No-show, Cancelada/Cancelled), with actions to move the appointment, mark it completed or no-show, cancel it (owner/manager only), and a WhatsApp button that opens a pre-written reminder message in WhatsApp for the operator to send manually.

Reminders

Reserve runs an automated reminder approximately 20–28 hours before each appointment (the sweep runs hourly). It sends:

• An email to any guest who left an email address when booking.
• A WhatsApp template message if your account is configured with a 360dialog API key and an approved reminder template — the sweep falls back to email-only otherwise.

If a guest left no email and WhatsApp is not configured, no automated reminder is sent. One reminder per appointment is guaranteed — a claim-before-send mechanism prevents duplicates even if the sweep runs twice.

The WhatsApp button in each diary row is separate: tapping it opens WhatsApp with a pre-written message ready for the operator to send manually — useful for ad-hoc messages that automation will never cover, and requires no API key.

Waitlist

Route: /consola/espera.

Clients who wanted an appointment but could not find a free slot. When a booked appointment is cancelled, use this to see who to offer the freed time to.

• + Añadir a la espera (Add to waitlist) opens a form: service, optional staff member, preferred date range, guest name and phone, and an optional note.
• Filtrar por fecha (Filter by date) shows only entries whose preferred window covers that day — oldest entries first (first-come is the only fair order to offer a freed slot in).
• Tapping WhatsApp on an entry opens a message to that client; the entry status moves to “Avisada” (Offered) automatically.
• You can also manually change the status: Reservó (Booked), Sin respuesta (Expired), Cancelada (Cancelled).
• Eliminar (Delete — owner/manager) removes the entry permanently.

There is no automatic matching or automatic outreach: deciding who gets a freed slot is a judgement call the business makes.

Reports

Route: /consola/informes.

Business performance for a selectable period. Available presets: last 30 days, current calendar month, previous calendar month, last 90 days.

Totals shown: appointments, completed, cancelled, no-shows, no-show rate (%), occupancy (%), estimated revenue, and unique guests. Broken down by staff member (appointments, minutes booked, occupancy %, estimated revenue) and by service (count, estimated revenue).

Revenue figures are estimates derived from service prices; they do not account for discounts or payments made outside Reserve.

Catalogue

Services

Route: /consola/servicios.

+ Nuevo servicio asks for name, duration (minutes), post-service buffer (minutes of margin before the next appointment), and price (in cents). The table shows name, duration, price, and status.

• Editar (Edit) changes any field.
• Desactivar (Deactivate, owner/manager) is a soft switch-off — the service disappears from the booking page and from quick-add, but past appointment history is preserved; a row is never deleted.

Team

Route: /consola/equipo.

+ Nuevo miembro only asks for a name — pairing with the active catalogue is automatic (see “Day one” above). From Editar you adjust the name and, in the “Servicios que realiza” (“Services they perform”) block, check or uncheck each service on the list. From Horario (Schedule) you open the weekly editor: + Añadir franja (Add window) adds a row with weekday, start time and end time; Guardar horario (Save schedule) persists the whole block at once.

• Desactivar (owner/manager) removes the professional from new-booking availability; their history is preserved.

Availability blocks

Route: /consola/bloqueos.

A block closes a window of time to new bookings: holidays, training, an outside appointment. + Nuevo bloqueo asks for scope (a specific professional or “Todo el negocio” — the whole business), start and end date and time, and an optional reason. The table shows date and time, scope, and reason.

• A block that overlaps an already-booked appointment is rejected — a block never silently invalidates an existing appointment.
• Editar and Eliminar (Delete — owner/manager only); deleting a block frees that window again.

Clients

Route: /consola/clientes.

A read-only list of everyone who has ever booked: name, phone, no-show count, and last-appointment date. There is no manual client creation here — the list fills itself as guests book.

• Eliminar datos (Delete data — owner/manager) is the GDPR route to erase a client’s personal data on request: name and phone are permanently anonymised, but appointment history is preserved (without the original identifying values).

Branding

Route: /consola/marca. Controls how your business appears on the booking page — read-only for the “staff” role, editable for owner/manager:

• Nombre del negocio (Business name).
• URL del logo (https) — a link field, not a file upload.
• Teléfono del negocio (Business phone) — this is the number shown on the call/WhatsApp links of the manage-appointment page once a guest can no longer change it online.
• Enlace de reserva (slug) (Booking link) — the ONLY thing that makes your public page reachable at /r/<slug>. Changing it breaks any links you’ve already shared with clients; the console warns you and requires an explicit confirmation before saving a different slug.
• Color de marca (hex) (Brand color), with a native color picker and a live preview — the preview is indicative only; the real accessible color (AA contrast) is recalculated server-side on save, not in the browser.
• “Mostrar ‘powered by Boty’ en la página de reservas” toggle (Show “powered by Boty” on the booking page), on by default.

Here is how all of this looks from the other side: The booking page.