GeZap Team Menu

Your team handles day-to-day tasks right in WhatsApp

Staff members and system users send /gezap, choose an option from the menu, and confirm before making any changes.

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/gezap

Hi, Ana. What would you like to do?

View options

View my schedule
Who is here
Update an appointment
More schedule views
My hours
Product stock
Finance
Business
Help
ExitEnd the command session

How it works

1
Send /gezap
From your business’s own WhatsApp number. The menu opens right away with the person’s name.
2
Choose an option
Some actions are available directly on the home screen, while others are grouped by what you want to do, such as changing an appointment or viewing your schedule. Each screen is a list you can tap.
3
Confirm
When an action changes something, GeZap shows a summary and only carries it out after someone taps Confirm.

What each person can do

Options change depending on each person's role. Someone who is both a professional and a system user sees both lists together, with the Business and Help groups on the same home screen. The Finance group also appears when the company has activated Finance: for a user, with at least one finance permission or the Sales panel permission; for a professional, with their own sales.

19 options

Home screen: Business schedule, Upcoming appointments, Update an appointment, Rooms and equipment, Today's summary, Product stock, Finance, Ask about GeZap, Exit. Each user only sees what their access profile allows.

Option	What it does	Type	Requires
Directly from the home screen
Business schedule	What it does: The business's appointments by day, for all professionals or one professional.	Type: View only	Requires: Permission to view the schedule
Upcoming appointments	What it does: The business's upcoming appointments, for everyone or one professional.	Type: View only	Requires: Permission to view the schedule
Rooms and equipment	What it does: Shows whether a room or piece of equipment is available.	Type: View only	Requires: Permission to view the schedule
Today's summary	What it does: The metrics from the daily notification, calculated when requested.	Type: View only	Requires: Permission to view metrics
Product stock	What it does: Type part of the name (e.g. glove) and see the product balance at each stock location.	Type: View only	Requires: Permission to view stock
Ask about GeZap	What it does: Ask GeZap support or open a support ticket.	Type: Question or support request	Requires: Nothing beyond menu access
Update an appointmentConfirm, check in, mark a no-show, reschedule or cancel
Confirm appointment	What it does: Confirms an appointment that has not yet been confirmed, for today or tomorrow.	Type: Changes data, with confirmation	Requires: Permission to manage the schedule
Check in a client	What it does: Records that today’s client has arrived in the waiting room.	Type: Changes data, with confirmation	Requires: Permission to manage the schedule
Mark a no-show	What it does: Marks a missed appointment scheduled for today whose start time has passed.	Type: Changes data, with confirmation	Requires: Permission to manage the schedule
Reschedule appointment	What it does: Moves an appointment to another available day and time.	Type: Changes data, with confirmation	Requires: Permission to manage the schedule
Cancel appointment	What it does: Cancels one of the upcoming appointments and notifies the client.	Type: Changes data, with confirmation	Requires: Permission to manage the schedule
FinanceToday's revenue, accounts payable, Pix, cash register, billing, sales and results
How much came in today	What it does: What was received and paid today, by payment method, including net card payments, completed sales, and the average transaction value.	Type: View only	Requires: Permission to view finances
Bills due today	What it does: Bills due today and overdue, with a link to open the full list.	Type: View only	Requires: Permission to view finances
Receive Pix	What it does: Shows outstanding Pix charges and confirms receipt of one of them, only once.	Type: Changes data, with confirmation	Requires: Permission to record receipts and payments
Close register	What it does: Asks for the amount counted in the cash drawer without showing the expected amount, then closes the register and records the difference.	Type: Changes data, with confirmation	Requires: Permission to manage the cash register
Revenue	What it does: How much was sold today, in the month, or in a period you specify (e.g. March). It's the same amount shown on the Sales dashboard.	Type: View only	Requires: Permission to view the Sales dashboard
Sales by professional	What it does: How much each professional sold in the month. Each professional sees only their own sales.	Type: View only	Requires: Permission to view the Sales dashboard
Top sellers	What it does: The services and products that sold the most this month, in two short blocks.	Type: View only	Requires: Permission to view the Sales dashboard
Monthly result	What it does: Revenue, material cost, commissions and the month's result. Cost and commissions only show for people who have permission to see them.	Type: View only	Requires: Permission to view the Sales dashboard

17 options

Home screen: View my schedule, Who is here, Update an appointment, More schedule views, My hours, Finance, Talk to a person, Exit. Actions that change the schedule depend on what the professional’s receptionist policy allows.

Option	What it does	Type	Requires
Directly from the home screen
View my schedule	What it does: Your appointments for today, tomorrow, this week, or a specific day.	Type: View only	Requires: Nothing beyond menu access
Who is here	What it does: Clients who arrived and are waiting for their appointments today.	Type: View only	Requires: Nothing beyond menu access
Talk to a person	What it does: Stops the automation and contacts someone at the business.	Type: Contacts a person	Requires: Nothing beyond menu access
Update an appointmentConfirm, check in, mark a no-show, reschedule or cancel
Confirm appointment	What it does: Confirms an appointment that has not yet been confirmed, for today or tomorrow.	Type: Changes data, with confirmation	Requires: Allowed by policy: confirm appointments
Check in a client	What it does: Records that today’s client has arrived in the waiting room.	Type: Changes data, with confirmation	Requires: Nothing beyond menu access
Mark a no-show	What it does: Marks a missed appointment scheduled for today whose start time has passed.	Type: Changes data, with confirmation	Requires: Allowed by policy: record a no-show
Cancel appointment	What it does: Cancels one of your upcoming appointments.	Type: Changes data, with confirmation	Requires: Allowed by policy: record an absence
More schedule viewsUpcoming appointments, waitlist, rooms and equipment
My upcoming appointments	What it does: The upcoming appointments on your schedule.	Type: View only	Requires: Nothing beyond menu access
Waitlist	What it does: Clients waiting for an appointment with you.	Type: View only	Requires: Nothing beyond menu access
Rooms and equipment	What it does: Shows whether a room or piece of equipment is available.	Type: View only	Requires: Nothing beyond menu access
My hoursView, block, add extra hours or take time off
View my hours	What it does: Your available appointment times on a specific day.	Type: View only	Requires: Nothing beyond menu access
Block time	What it does: Blocks a time period for new appointments without canceling anything.	Type: Changes data, with confirmation	Requires: Allowed by policy: block time slots
Add extra hours	What it does: Opens an extra time period for new bookings.	Type: Changes data, with confirmation	Requires: Allowed by policy: add extra hours
Take time off	What it does: Cancels the appointments during that period and notifies the clients.	Type: Changes data, with confirmation	Requires: Allowed by policy: record an absence
FinanceRevenue, sales per professional and top sellers, showing only your own sales
Revenue	What it does: How much was sold today, in the month, or in a period you specify (e.g. March). It's the same amount shown on the Sales dashboard.	Type: View only	Requires: Nothing beyond menu access: the professional sees only their own sales
Sales by professional	What it does: How much each professional sold in the month. Each professional sees only their own sales.	Type: View only	Requires: Nothing beyond menu access: the professional sees only their own sales
Top sellers	What it does: The services and products that sold the most this month, in two short blocks.	Type: View only	Requires: Nothing beyond menu access: the professional sees only their own sales

Rules that apply to everything

Nothing changes until you tap Confirm. If you don't confirm, nothing changes.
Permissions are checked by the server when the menu is built and again when you confirm.
Appointment cancellation appears only once: it covers the entire business for those with that permission, and the professional’s own appointments for the professional.
Every screen has an Exit option that ends the session. The session also ends automatically after a period of inactivity, and a new /gezap opens another one.
Outside the menu, the AI receptionist does not communicate with the team unless someone is also an active client. In that case, their messages are handled just like any other client's. Clients continue to be served as usual by the AI receptionist.
The person must be registered with a verified phone number (user) or active in the system (professional), and the business must have the menu enabled in the AI receptionist settings.
The Finance group appears for companies that have enabled Financial control (free, under Features). Users see it with at least one of the financial permissions or the Sales dashboard permission, and each option only appears for those who hold its permission. Professionals see only their own sales in this group, without needing any permission. Amounts follow the company's currency, and confirming the same payment or closing twice does not repeat anything.