Booking & Appointments

Let your agent check availability, create calendar events, manage waitlists, and send booking confirmations.

Booking & Appointments#

The booking automation lets your agent schedule appointments for customers in real time — checking your live availability, creating the event, and confirming with the customer. It's powered by a connected calendar, so what the agent books is what shows up on your actual schedule.

Find it under Automations > Booking (or Automations > Google Calendar).

Prerequisites#

A connected calendar — see Google Calendar connection
At least one bookable service defined
Your business hours and availability set under Settings > Calendar

What You Configure#

Setting	Description
Calendar connection	The calendar the agent reads availability from and writes events to
Services	The things customers can book (name, duration, slot size)
Availability rules	Working hours, days off, and buffers between bookings
Event details	Title, description, location, and who gets invited
Confirmations	The message customers receive once a booking is made

For multi-location businesses, services and schedules can be configured per branch as part of your calendar setup. See Settings for branch and staff configuration.

What the Agent Can Do#

Check availability — find open slots that match the customer's request
Create a booking — write the event to your calendar and invite the right people
Reschedule or cancel — move or cancel an existing appointment
Manage waitlists — add customers to a waitlist when a slot is full

The agent only offers slots that are genuinely open on your connected calendar, so there's no double-booking.

Example Conversation#

Code

Customer: Pwede pa ba mag-book ng haircut this Saturday?
Agent:    Let me check our Saturday availability...
          We have 10:00 AM, 1:30 PM, and 3:00 PM open. Which works for you?

Customer: 1:30 please
Agent:    Done! You're booked for a haircut this Saturday at 1:30 PM.
          You'll get a calendar invite shortly. See you then!

Deposits and Paid Bookings#

To require a deposit before confirming, combine booking with Payment Verification inside a Business Process. The process checks availability, collects a deposit, and confirms only once payment is verified.

Google Calendar connection
Business Processes
Settings — branches, staff, and availability