Appointments
Let your AI agent book appointments for you automatically. Customers can schedule during calls or chat — no human intervention needed.Setting Up Appointments
Enable appointments
Go to Dashboard → Appointments → Settings and toggle Enable Appointment Booking.
Configure services
Add the services customers can book:
- Service name — e.g., “Consultation”, “Teeth Cleaning”
- Duration — 15, 30, 45, or 60 minutes
- Description — brief info shown to customers
Set available time slots
Define your availability:
- Choose available days and hours
- Set buffer time between appointments (e.g., 15 minutes)
- Block off lunch breaks or unavailable times
Connect a calendar (optional)
Sync with your existing calendar to avoid double-bookings:
- Google Calendar
- Microsoft Outlook
How It Works
When a customer wants to book during a call or chat:- The agent asks what service they need
- Offers available time slots based on your schedule
- Collects customer details (name, phone, email)
- Confirms the booking and sends a confirmation
- The appointment appears in your dashboard and connected calendar
Each appointment booked costs 1 credit.
Managing Appointments
From Dashboard → Appointments, you can:| Action | Description |
|---|---|
| View | See all upcoming and past appointments |
| Reschedule | Change the date/time of an existing booking |
| Cancel | Cancel an appointment (optional notification to customer) |
| Export | Download appointments as CSV |
Notifications
Configure automatic notifications from Appointments → Settings → Notifications:- Confirmation email — sent immediately when booked
- Reminder — sent 24 hours or 1 hour before (configurable)
- Cancellation — sent when an appointment is cancelled
Calendar Integration
- Google Calendar
- Outlook
- Go to Appointments → Settings → Calendar Integration
- Click Connect Google Calendar
- Sign in and grant access
- Select which calendar to sync with
Next Steps
- Voice Agent Setup — configure your agent to book appointments
- Analytics — track appointment metrics