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Use cases

Make room for the work you love.

Use SRVZr to offer appointment-based services and connect the booking to the information you need to deliver it. Customer questions, service choices, scheduling, and payment can belong to one flow.

CoachesTutorsSalonsSessions
Soft 3D illustration of a music tutor giving a one-to-one piano lesson in a compact studio

The lesson starts before you meet.

A tennis coach asks about experience, goals, and equipment before the customer books a session. The selected service, answers, time, and location give the coach a useful starting point when the lesson arrives.

Ask the questions that make the appointment useful.

A tutoring session might need a subject and learning goal. A salon consultation might need reference photos. A coaching session might need the participant's experience and preferred location. Build those questions into the service instead of chasing the answers separately.

Prepare the lesson around the person.

Collect experience, goals, and useful notes before the session. A coach gets a brief that can guide the lesson.

SRVZr · Example data

Prepare the lesson around the person.

SRVZr lesson booking form showing a tennis student's experience, goals, and coaching notesSRVZr lesson booking form showing a tennis student's experience, goals, and coaching notes

Collect experience, goals, and useful notes before the session. A coach gets a brief that can guide the lesson. Example data shown.

Connect the booking to your calendar.

Use the scheduling steps available in your flow and check the resulting work order and calendar entry. Make the location, duration, and preparation instructions clear before a customer commits.

  • Create distinct services when the scope or price changes.
  • Explain the preparation and cancellation terms in the customer journey.
  • Test the available time choices and the business timezone.

See the commitments around the work.

The calendar puts workshops, consultations, sessions, and preparation time into a shared view of the week.

SRVZr · Example data

See the commitments around the work.

SRVZr weekly calendar with workshops, studio sessions, an event setup, and a team meetingSRVZr weekly calendar with workshops, studio sessions, an event setup, and a team meeting

The calendar puts workshops, consultations, sessions, and preparation time into a shared view of the week. Example data shown.

Keep a useful history.

Customer records, files, and work orders give future appointments context. Keep the relevant notes attached to the right customer and job so the next session can begin with the information already available to your business.

Give an agent a useful job.

Choose a task template or write your own instructions. Assign a morning briefing, inbox review, or weekly business summary on a schedule.

SRVZr · Example data

Give an agent a useful job.

SRVZr Agents workspace showing morning briefing, inbox triage, and weekly business review agentsSRVZr Agents workspace showing morning briefing, inbox triage, and weekly business review agents

Choose a task template or write your own instructions. Assign a morning briefing, inbox review, or weekly business summary on a schedule. Example data shown.

Your site. Your agents. Your way of working.

Build a coaching, tutoring, or salon site with your own session pages, intake questions, and booking links in Sites. Your site is yours to shape: customize the design, pages, and behavior by describing what you want to the AI. It works with real, editable code, so you don’t have to write it yourself. You can also inspect the files and download the project as a ZIP.

Give an agent a practical job: prepare tomorrow’s sessions from the calendar and work orders, highlighting customer goals and missing information. Start with a template or describe the task, then choose a schedule or supported trigger. It uses the connected business tools and records available to it, so the preparation reflects the person and session you actually booked. Review the result and proposed changes, refine the instructions, or pause the agent whenever you need.

Common questions

Is this only for on-site services?

No. A service can represent a lesson, consultation, studio appointment, or another defined piece of work. Set the location and booking process to match how you deliver it.

Can the booking ask different questions for different services?

Yes. Connect the appropriate intake form and flow to each service, and use branching when the answers need to change the path.

Start with your next piece of work.

Choose one offer, make the site your own, and give an agent one clear task. Use the guides below to connect the pieces around the way your business works.

Open SRVZr