PALMOS / Consultations OS
Your expertise, on a clear schedule.
Build an appointment-based practice with service duration, expert availability, customer details and payment rules. Your team gets a business OS. Your customers get a branded public page to explore and connect.
Appointments
Expert calendars
Service menu
Payments
Customer CRM
Built for Consultations
Give your expertise a connected home.
01
Put expert time in focus
Manage appointment availability by expert, service and working hours.
02
Prepare every appointment
Match service duration, customer details and provider availability.
03
Keep the next session connected
Prepare the next appointment or task with customer context and approval rules.
Your daily operations
Appointments. One shared view.
Practice owners, experts and reception can work from the same context, with permissions for each role. Build an appointment-based practice with service duration, expert availability, customer details and payment rules.
PALMOS
Consultations OS
Illustrative workspace
Appointments, in focus.
SCHEDULED
18
Sample appointments
NEEDS REVIEW
3
Team decisions
TEAM
8
Example roles
| Service | Appointment | Expert | Status |
|---|---|---|---|
| Initial consultation | Today · 2:00 PM | Dr. Sara | Confirmed |
| Expert session | Tomorrow · 11:00 AM | Omar | Payment pending |
| Follow-up | Saturday · 10:00 AM | Dr. Sara | Requested |
Illustrative consultations workspace · Sample records
YOUR OS + YOUR CUSTOMER PUBLIC LINK
Run your business inside.Welcome your customers outside.
Your Consultations OS runs daily operations. Your branded public page lets customers explore your services and take the next step. One connected setup, from discovery to delivery.
FOR YOUR CUSTOMERS / PUBLIC PAGE
Your branded customer link
Your Consultations business
Choose your expert
Explore. Choose. Take the next step.
YOUR SELECTION
Initial consultation
Choose your details and continue from your phone or laptop.
FOR YOUR TEAM / BUSINESS OS
Consultations OS
Team workspace
Overview
Appointments
Customers
Team
Reports
CUSTOMER LINK ACTIVITY
Appointments
Ready for your next customer
Initial consultation
Try the customer page on the left.
The appointment and customer details appear in the expert’s schedule.
Your business. One link. Everywhere.
Add your customer link to your social bios, posts, messages, website and printed QR codes.
01 / YOUR BRAND
Your customer destination
Your name, visuals, service catalog and customer journey, tailored to your business.
02 / THEIR NEXT STEP
More than a link in your bio
Customers can browse, book, order or send requests through the modules you enable.
03 / YOUR TEAM’S OS
One connected operation
Customer activity reaches the relevant workspace, keeping your team ready for what comes next.
Illustrative product preview. Public pages and customer actions depend on your enabled modules, publishing settings and connected providers.
Your business, your rules
A system that fits the way you work.
Expert working hours, appointment duration, service fees and follow-up rules. Start with the modules your business needs, then configure the details that make it yours.
Configure your modulesAppointments
Match service duration, customer details and provider availability.
Expert calendars
Manage appointment availability by expert, service and working hours.
Service menu
Define the services, duration, prices and options your business offers.
Payments
Plan payment providers, payment status and transaction rules for your customer journey.
The consultations journey
Connected from the first request to what’s next.
01
Choose expert and service
02
Find an appointment duration and time
03
Confirm details and payment requirements
04
Complete the session and plan follow-up
PALMOS Agents / Consultations
Reception that speaks your business.
Welcome enquiries, prepare appointments and coordinate guest requests across the channels your customers use. Your rules guide the conversation; your team handles exceptions.
Explore PALMOS AgentsInteractive channel previews. Provider connections and ChatGPT booking integration require activation.
Consultations Reception
WhatsApp business conversation
I’d like to book an initial consultation this week.
Which expert or service would you prefer? I’ll check the appointment duration and available times, then explain the payment requirements before confirmation.
REQUEST PREPARED
Initial consultation · Expert appointment
Availability and policy checked before confirmation
Message reception
Your starting modules
Everything connected. Configured by you.
Appointments
Match service duration, customer details and provider availability.
Expert calendars
Manage appointment availability by expert, service and working hours.
Service menu
Define the services, duration, prices and options your business offers.
Payments
Plan payment providers, payment status and transaction rules for your customer journey.
Customer CRM
Bring identity, preferences, bookings and communication context into one customer profile.
Follow-ups
Prepare the next appointment or task with customer context and approval rules.
Reports
Review bookings, customers, utilization and revenue in one reporting workspace.
A few things to know
Made for consultations.
Can each expert offer different services and hours?
Yes. Define service duration and fees in your service menu, and set availability in each expert calendar.
Which team roles does this OS support?
Configure access for practice owners, experts and reception. Staff access keeps each role’s actions and workspace aligned with your operating rules.
Can I customize the starting modules?
Yes. Select Consultations in the builder, add or remove modules, set your preferences and save your blueprint. Production activation and external connections are a separate setup step.
Can I use the AI receptionist with my existing system?
PALMOS Agents is designed as a standalone product or part of your PALMOS OS. Channel providers, data permissions and available actions need to be connected and configured for your business.
Your Consultations OS