Questions, grouped by feature.
Find clear answers about booking, appointments, conversations, integrations, and staff follow-up.
Online booking
Publish a customer booking flow, then manage the services, providers, schedules, locations, and policies behind each confirmed appointment.
Can customers book without creating an account?
Yes. The hosted booking flow is designed for a focused customer journey with the minimum information needed by the business.
Can a business control which providers customers see?
Yes. A business can support a named provider, an any-provider option, or hide provider choice according to its policy.
What happens when online booking is unavailable?
The page can show a contact-business fallback instead of leaving the customer in a broken flow.
Appointment operations
DayAlign connects the public booking journey to the staff calendar, appointment list, customer record, and permission-aware actions used to run the day.
Does DayAlign support multiple locations?
The product model supports location-scoped services, providers, availability, and appointment operations.
Can staff filter a busy appointment list?
Yes. The operational design includes date ranges and filters for provider, service, status, and customer relationship.
Is the workspace usable on a tablet?
The rollout includes responsive staff workflows for supported tablet and mobile layouts.
Unified customer conversations
DayAlign brings supported customer conversations into one tenant-safe inbox with clear ownership, appointment context, delivery state, and human handoff controls.
Can staff take over from automation?
Yes. The inbox is designed around explicit claim, assignment, pause, reply, resolve, and return controls.
Does the inbox show failed messages?
Yes. Failed sends stay in the conversation with their delivery and retry state.
Which messaging channels can connect?
DayAlign is designed to bring supported Facebook Page, Instagram, WhatsApp, and web chat conversations into one inbox. Each connection is configured with the business's channel permissions and operating requirements.
Staff tasks and handoffs
DayAlign creates structured tasks from the customer journey so staff can see the evidence, owner, priority, due state, and linked conversation or appointment.
What can create a staff task?
Examples include a human escalation, declined attendance, failed automation, low feedback, or missing business information.
Can two people overwrite the same task?
The workflow is designed with controlled transitions and concurrency checks to protect staff work.
Can teams filter the task queue?
Yes. Tasks include structured type, source, priority, status, assignee, and due or snooze information.
Integrations and channels
Understand how customer channels connect to the DayAlign inbox and how each business controls the setup.
Which messaging channels can connect to the inbox?
DayAlign is designed to bring supported Facebook Page, Instagram, WhatsApp, and web chat conversations into one working inbox.
How are Facebook Page and Instagram connected?
The business authorizes the relevant Meta business assets, then maps the selected Facebook Page or professional Instagram account to the correct DayAlign organization and location.
What is required for WhatsApp?
The business connects its WhatsApp business messaging configuration and verifies the sending identity. Message templates and customer conversation windows continue to follow WhatsApp policies.
How does web chat connect?
A supported chat entry point is added to the business website. New conversations can enter the shared inbox and stay connected to customer and appointment context when that information is provided.
Do staff need to monitor every channel separately?
No. The unified inbox is intended to give staff one queue for supported channels, with the channel, customer history, appointment context, and current owner visible together.
Can integration access be limited by location?
Integration setup is mapped to the appropriate organization and location so teams can keep channel access aligned with their operating responsibilities.
Still have a workflow question?
Show us how your team books, communicates, and follows up with customers.