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Bot for registering clients in MAX
The client opens the bot in MAX, clicks “Start” and submits a request in three steps: service with a button, a convenient time in his own words, phone number. The administrator receives a push and confirms the time in the same chat - the client does not need to install a second messenger.
Recording template - at any planMAX - no extra chargeSame flow as in Telegram
What does the bot do to record in MAX?
Recording from the "Start" button
The client opens the bot via a link from the company profile or website and clicks “Start” - CHBT starts the recording, like /start in Telegram. I wrote “I want to sign up” without a button - the template catches the words “sign up” and “sign up” in any message.
Three questions: service, time, telephone
The service is a button, a convenient time is in your own words, a phone number is checked with a format check: the bot will ask again for “tomorrow” instead of a number. The time and phone number are saved in the contact card, the name is taken from the MAX profile.
Push and letter about a new entry
“Notify operator” sends a “New entry” push to everyone who has enabled notifications, and a letter about the application is sent to the client’s first phone number to the owner. The office is installed on the phone as an application - a smartphone at the counter will suffice.
Confirmation in the same chat
The administrator answers from "Conversations", the client sees the answer in MAX - no need to call. A MAX message that is not received is marked “not delivered.” While the administrator is conducting a conversation, the bot is silent.
Visit Reminder
“Pause” for “1 day” after the lead and a reminder message in the same chat MAX: will arrive in a day - on the eve of the visit or on the day of it. For entries for weeks ahead - newsletter by day tag from the Basic plan.
One flow with Telegram
If the entry is already working in Telegram, the same script will respond in MAX - connect the channel in the same bot. Where you need your own texts or fewer buttons, set the “Condition” in the “Channel” field with the value max.
How to start recording in MAX
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1
Take a post template
Click “Use post template” and register by e-mail - the script will be enabled in the bot. If you already have a bot: “Scripts” → “From template” → “Customer registration” → “Take” and turn it on.
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2
Connect MAX
Create a bot in your MAX account for business and copy the token. In CHBT: “Channels” → “MAX” → “Connect”, insert the token and click “Connect MAX” - the channel will appear “Working”.
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3
Correct buttons and texts
Replace the service buttons with your own, set “Into variable” to slot on the time step, and put {{name}} and {{slot}} in the confirmation. Test in MAX itself: buttons can't be pressed in the test chat.
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4
Give clients a link
Place a link to the bot from the MAX for business account in the company profile, on the website and in the signature to posts. Open the bot yourself, click “Start” and go through the recording - the conversation will appear in “Conversations”.
Ready recording script
The “Appointment requests” template asks for the service, a convenient time and a phone number, adds the “appointment” tag and sends a “New appointment” notification. It works in MAX without extra setup; you should replace the service buttons with your own, remove “or type your own” from the question and add a confirmation.
Appointment requests Service, day and time as text, phone, notification to you. Open →How does the recording script work in MAX?
Start from the “Appointment requests” template. You don't need a separate flow for MAX: the same flow answers in every channel of the bot, and MAX has its own display rules. Here is what to adjust:
| Step | Block | What to adjust for MAX |
|---|---|---|
| Start | “Command (/start)” and “Keywords” | The “Start” button in MAX works as /start. The words “appointment” and “book” are caught in “Contains a word” mode. If the bot already has another enabled flow on /start, the one created earlier answers: change its trigger or disable it |
| Service | “Message” with buttons | In MAX buttons go one per row, as in Telegram. Replace them with your own services: “Manicure”, “Pedicure”, “Other”. Send prices in the next message or as a link to your price list. The choice is accepted only by a tap: the bot won't understand a service typed as text and will repeat the question, so remove the words “or type your own” from the template text |
| Preferred time | “Data collection” | Don't set input validation: people write “Saturday morning”. The answer is saved to “Contact fields”; to insert it into texts as {{slot}}, fill in “Save to variable”: slot |
| Phone | “Data collection” → “Phone” | With format validation. MAX has no “Share phone number” button, so the number is typed as text; after three failed attempts the flow continues without a phone number |
| Request to you | “Action” | The “appointment” tag and “Notify an operator” with the text “New appointment”. Replace the text with “Appointment: {{name}}, {{slot}}, {{phone}}” and, if you like, add “CRM deal” |
| Reply to the client | “Message” | For example: “{{name}}, we've received your request for {{slot}}. An administrator will confirm the time here in the chat.” Don't write “you're booked”: the time isn't confirmed yet |
The name {{name}} comes from the MAX profile, except in the very first reply to a new client, so don't put the name in the greeting with buttons. Branches are also available in “Steps” mode on the Free plan: each branch of a “Condition” has its own “Destination” list. If the MAX menu should be shorter than the Telegram one, put a “Condition” on the “Channel” field with the value max in front of it and make two messages with different buttons. How one flow serves both messengers is covered in one flow for two messengers.
- Pressing a button in MAX is not saved in correspondence: in “Conversations” you can see the time and phone number, but not the selected service. If it is important for the administrator to know it, ask for the service by text - the “Data collection” step with the “Custom” option instead of buttons: the client’s answer will remain in the correspondence.
- The words “record” and “record” are triggered and in the middle of a recording: “reschedule recording” will start it over again. If it bothers you, switch them to Exact Match.
- The bot in MAX does not send photos of the work, and it will not see the photo reference from the client - only text and buttons. Give your portfolio a link to a website or album.
- The “Check flow” test chat works like a chat on a website: the buttons are not pressed, and the “Condition” cannot be checked via the max channel. Check the entire recording in MAX from your phone.
- When installing via “Take”, empty brackets remain in the text of the first message instead of a list of services - rewrite it in your own words.
How a client gets into the MAX bot
The bot in MAX does not write first: CHBT sends a message using the MAX user ID and recognizes it only when the person himself opens the bot and clicks “Start” or writes. Therefore, the entry starts from the entry point that you placed yourself:
| Login | How to do | What to consider |
|---|---|---|
| Bot link | Take it from your MAX account for business and put it in your company profile, website, signature to posts and emails | The “Start” button immediately starts recording, you don’t need to configure anything else |
| Button in another channel | Button “Opens a link” to a MAX bot in a Telegram bot, on VKontakte or in a chat on the website | For those who are more comfortable with MAX. This will be a new contact: the story from another messenger will not be linked to it |
| Flyer at the counter | Link to the bot and the phrase “write the word LAVENDER to the bot.” In the recording script - a “Keywords” trigger with this word and “Exact match” | The recording starts by word, and the word itself remains the first message in the “Conversations”. How to tag a source - below |
| Start mark | If MAX sent a label along with the start, CHBT will send it to the script: it will be caught by the “Deeplink” trigger | We have not checked the format of such links in MAX, so CHBT makes links with a tag and QR codes from “QR campaigns” only for Telegram |
The recording source is a tag. Add an “Action” → “Add Tag” step to the beginning of the script src:stoyka. Point the codeword trigger to this step, and point the “Command (/start)” and “Keywords” “record” to the service step: each trigger has a “Which step to start with” field. Then, based on the leaflet, the client will receive a tag and the same menu of services, and the rest will go through without a tag. For two or more code words, “Canvas” from the Basic plan is more convenient: each word has its own branch with a tag, and they all converge on the menu. How to arrange tags - tags as a segmentation system.
- You can’t write to a client by phone number: the bot needs a MAX user ID, not a number, so a phone database from 1C or a table won’t help—bring people through logins.
- One person in MAX and in Telegram - two different contacts with their own history and tags, there is no connection by phone.
- Take a code word that the client will not write by accident, and set it to “Exact match” - otherwise it will work in regular correspondence.
- Filtering by tag in “Contacts” will show how many clients came from the counter.
- The path from scratch - in the article how to create a bot in MAX.
Confirmation and reminder
Confirmation. When the client first left his phone number, the owner receives a letter about the lead, and after the “Action” step, the administrator receives a “New Entry” push. Push is turned on in “Account → Notifications” → “Push notifications” on each device separately, the letter is enabled by the “New requests from bots” switch. The conversation with the lead is located in “Conversations” in the “Bot” tab, next to the correspondence from Telegram and the website. The administrator answers directly in the correspondence - the client sees the answer in MAX, and the bot in this conversation becomes silent until “Return to bot” or “Close”. Repeated phrases - “I confirm, we are waiting for you”, “This time is busy, it is 14:00 or 17:30” - save them in “Quick replies”.
Reminder. The bot does not understand “Friday, 18:30” as a date, so “Pause” counts the time from the lead, and not from the visit. The method depends on how far ahead clients sign up:
| When to visit | How to remind | What to consider |
|---|---|---|
| Tomorrow or the day after tomorrow | After responding to the client - “Pause” for “1 day” and “Message”: “{{name}}, we remind you about the appointment: {{slot}}. If plans have changed, write here" | Any plan. Will come to the same MAX chat one day after the lead - on the eve of the visit or on the day of it; Such a reminder will not get ahead of an evening request in the morning. The client's response will appear in "Conversations" |
| In a week and beyond | The administrator tags the client with the day of the visit, for example visit-10-03, and on the eve of the “Newsletter” with “Delayed launch” they write to everyone with this tag | From the Basic plan. Newsletter - text only, no buttons. You cannot select a messenger in it: the recipient is determined by the tag |
| According to the situation | Message to the client from his conversation in “Conversations” | Any plan, manually |
A reminder is a continuation of a conversation that the client started himself: MAX will not allow anyone who signed up by phone and has never opened the bot to write. What follows from this for official messages is in the article notifications to clients via bot MAX; mailing details - on the page mailing by bot MAX.
- Blocks after "Operator" are not executed. If you need a “Pause” with a reminder, do not put “Operator” in front of it - the request will already be reported by the push from “Notify operator”.
- Do not put the “I’ll be there” and “Reschedule” buttons in the reminder for MAX: the click will not be included in the correspondence, and the administrator will not see the response. Ask to answer in words. The reminder will go away even if the administrator has already responded to the client or closed the conversation.
- The client wrote to the bot during the “Pause” - the countdown will start again, and the reminder will come twice.
- {{slot}} will be included in the reminder only if the time step has “To variable” filled in. Only {{name}}, {{phone}} and {{email}} are included in the mailing list.
- If MAX did not accept the message, for example, the client blocked the bot, the response in “Conversations” will be marked “not delivered”, and the recipient will receive errors in the mailing list.
What the MAX recording bot does not do
The limits are clear before you launch.
- The template does not show available slots or book time: CHBT has no calendar of its own, and the administrator confirms the time. Available times and booking into the schedule are only available for salons on YCLIENTS, via the “YCLIENTS booking” block (how to connect); the bot is not connected to other online booking systems.
- Doesn’t understand the date from the text: “Friday, 18:30” is just words for the bot. Therefore, “Pause” counts the time from the lead, and not from the visit.
- Doesn't make QR codes and links tagged for MAX: the “QR campaigns” section only works with Telegram. For a leaflet - a regular link to a bot or a code word.
- Doesn’t write first and doesn’t write by phone number: only the one who opened the bot himself will receive confirmation and reminders. Why so - bot can't write first.
- Does not send or receive photos and files: only text and buttons go to MAX, without “Quick replies” from the script and without the “printing...” indicator.
- It does not accept prepayment in chat and does not request a phone number with a button: the client enters the number in text, and a link to your payment page is possible, but the bot will not know about the payment.
Available plans
Price is per bot per month, MAX is included in each plan without additional payment. 30 Free conversations are 30 different clients per month across all channels together. Conditional calculation: with two new clients per day, the limit will end approximately by the middle of the month - the bot will respond to new clients in MAX with one phrase about the limit, the started conversations will continue. On the Free account, only the owner is in the account; you can invite an administrator and open Canvas and broadcasts from Basic. You don't need a card for Free.
Works with
FAQ
Will the bot show the client free time?
Not in the template: CHBT has no calendar of its own, so the client types a convenient time, and an administrator confirms it or suggests another one right in the MAX chat. It's an appointment request, not a booking. If the salon takes bookings in YCLIENTS, the “YCLIENTS booking” block shows services, staff members and free time slots from the salon's online booking and creates an appointment in its schedule. Other online booking systems can't be connected.
What starts writing to MAX if the /start command is not there?
"Start" button when opening the bot for the first time: CHBT receives the start event and fires the "Command (/start)" trigger. For those who immediately write in text, the template catches the words “record” and “sign up”. To have the bot respond to any first message, add the “Any message” trigger.
Why can't the administrator see which service the client has chosen?
In MAX, pressing a button does not go into the correspondence: the bot continues according to the script, and in “Conversations” only time and phone number remain. If it is important to know a service, ask for it in text - the “Data Collection” step instead of buttons: the client’s answer will remain in the correspondence and in the “Contact Fields”.
How to understand where the entry came from - from a leaflet or from a website?
CHBT does not make links with a tag for MAX, so the source is marked with a code word: on the leaflet - “write to the bot LAVENDER”, in the script - the “Keywords” trigger with this word and the “Add tag” step src:stoyka. Filtering by tag in “Contacts” will show how many entries came from the rack.
Will the bot remind you of the recording itself?
To make an appointment for the next few days - yes: “Pause” for “1 day” after the lead and a reminder message, it will arrive on the eve of the visit or on its day. The pause is counted from the moment of the lead, and not from the visit. For distant dates, tag the client with the day of the visit and remind them with a “Delayed Start” mailing (Basic plan) or write from “Conversations”.
Does the same post work in Telegram?
Yes, one flow works in all bot channels: connect Telegram in “Channels”, you don’t need to change anything. Please note: one person in MAX and in Telegram are two different contacts, and QR codes with the CHBT label are made only for Telegram.
Is the Free plan enough?
To check if your clients are signing up through MAX, yes: 30 different clients per month across all channels combined, template and “Pause” included. The bot will respond to a new client over the limit with one phrase about the limit. A salon with daily appointments needs a Basic - 650 ₽ per bot per month.
Recording where clients are already chatting
Take the “Appointment requests” template, connect a MAX bot with its token, and replace the service buttons with your own. Free plan: 30 conversations per month, no card required.