When customers book appointments and send payment screenshots over WhatsApp, details get lost in the scroll. Sorto lets your team log bookings onto a shared calendar and track paid vs. pending amounts right next to the chat.
Key Capabilities
Create bookings directly from the conversation
Log service date, time slot, assigned staff member, and notes without leaving the customer’s WhatsApp chat.
Visual calendar for the whole team
View daily and weekly schedules across your shop, clinic, or field team to spot open capacity immediately.
Track deposits, partial payments & balances
Record total quote amount, advance received, payment method, and remaining balance due on every booking.
Link payment confirmation messages
Tie the customer’s payment screenshot or reference message directly to the payment record for fast verification.
Automated follow-up reminders before appointments
Set internal reminders to confirm tomorrow’s appointments or collect pending balances before delivery.
Status tracking from Booked to Completed
Update bookings through Confirmed, In Service, Ready for Pickup, Completed, or No-Show.
How It Works
Step 01: Capture the booking in chat
When a customer agrees on a time in WhatsApp, click New Booking in the sidebar to lock the slot.
Step 02: Record the advance or deposit
Log the deposit amount and link the customer’s payment screenshot so accounting and reception stay aligned.
Step 03: Complete the job & close the balance
Mark the booking Completed, record the final payment, and message the receipt in WhatsApp.
Frequently Asked Questions
Does Sorto charge a commission on bookings or payments?
Never. Sorto is an operational workspace for your team—we charge 0% commission on your bookings and payments.
Can I track partial payments and advances?
Yes. Each booking or order lets you log the total amount, advance paid, and pending balance so your team always knows what is owed.
Does it work with UPI screenshots, bank transfers, and cash?
Yes. Because you can log any payment method and link it to the customer’s WhatsApp message or screenshot, it works seamlessly with UPI, bank transfers, payment links, and cash on delivery.
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