Frequently asked questions
Quick answers about appointments, clients, online booking, the AI assistant, and integrations.
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Getting started
4What is VIQO and who is it for?
VIQO is a CRM for appointment-based service businesses. It brings calendars, clients, services, online booking, AI assistance, integrations, inventory, and sales into one workspace.
Is VIQO free?
VIQO is currently available free of charge. If commercial terms change later, they will be communicated clearly before they affect users.
How do I set up my first workspace?
Create an account, name your organization, add your first service and working hours, then invite employees if needed. The onboarding checklist guides these first steps.
Can I use VIQO on a phone?
VIQO is a responsive web application and works in a mobile browser. The calendar, appointments, clients, settings, online booking, and help center adapt to smaller screens.
Appointments
3How do I create an appointment?
Open Calendar or Appointments, choose “New appointment,” then select the client, service, employee, date, and time. VIQO validates the schedule before saving.
Can I create an appointment on a non-working day?
Authorized CRM users can create a visit outside regular working days when the workflow allows it. The appointment remains visible on its date, and mobile day-load indicators include it correctly.
What do appointment statuses mean?
Statuses show where a visit is in its workflow: scheduled, confirmed, completed, or cancelled. You can update the status from the appointment while VIQO keeps the calendar and connected features aligned.
Clients
3Can I import my existing clients?
Open Clients and choose Import. Upload the VIQO template or a supported spreadsheet, map its columns, review validation results, and confirm the import only when the preview is correct.
How can I quickly find a client?
Search by name, email, or phone. The AI assistant can also find close name matches when a request contains a small spelling mistake.
Where can I see a client’s visit history?
Open a client profile to review contact details, notes, upcoming appointments, and visit history. This keeps the client context together instead of spreading it across calendar entries.
Online booking
3How do I enable online booking?
Open Settings, go to Online booking, configure the public profile and booking rules, select available services and employees, then enable the page. VIQO gives you a shareable link based on the organization name.
How are available online-booking slots calculated?
VIQO calculates slots from enabled services, employee availability, working days, working hours, duration, and existing appointments. Only times that can actually fit the selected service are shown.
Can a client review or cancel an online booking?
After booking, the client receives a secure management link. They can review the appointment and use the actions allowed by the organization without creating a VIQO account.
AI assistant
3What can the VIQO AI assistant do?
Ask VIQO to find clients and appointments, check schedules, search available slots, show services, or prepare supported CRM actions. The assistant uses the same backend rules and permissions as the rest of VIQO.
Can the AI assistant change data safely?
VIQO checks your organization, role, permissions, and business validation before every tool action. Sensitive or irreversible actions require confirmation, and the AI never receives direct database access.
How does the AI assistant understand dates and time?
The assistant resolves phrases such as “tomorrow” and “Friday” in your organization time zone. Slot and appointment results are displayed in the same local time used by the VIQO calendar.
Integrations
3Is Google Calendar required to use VIQO?
No. Google Calendar is optional and disabled until an organization explicitly connects and enables it. When disabled, VIQO does not call Google APIs or create synchronization jobs.
What happens if Google Calendar is unavailable?
The VIQO appointment is still saved. Google Calendar is a secondary integration, so its errors never block creating, moving, updating, or cancelling an appointment. Failed synchronization can be retried.
What is the difference between Telegram Support and Telegram Personal?
Telegram Support connects your VIQO help conversation with the support team. Telegram Personal is a separate, optional organization integration for configured transactional messages to existing CRM clients.
Data and access
3How does VIQO separate organization data?
Every request is scoped by the authenticated user and active organization. Backend permissions and tenant checks are applied again before data is read or changed.
Can I export my CRM data?
Use the import and export actions on supported sections. VIQO prepares a structured spreadsheet while preserving tenant permissions and excluding data outside the active organization.
How can I request account deletion?
Contact [email protected] from the email connected to your account. The team will verify the request and explain which account and organization data can be removed or retained for legal and security reasons.