Use Case: Appointment Booking

Appointment Booking with Calendar Integration

Booking is only as good as the calendar behind it. This page covers how the AI agent works with your calendars: reading real availability, respecting buffers and working hours, choosing between several staff members, and keeping bookings, reschedules and reminders in sync.

Integrates with the tools you already use

ShopifyAmazonStripeSlackNotionVercel

Calendar Rules the Agent Follows

Configure these once and every booking respects them

Live Availability

The agent reads free and busy times from Google Calendar, Outlook or Calendly at the moment of booking, so it never offers a slot that was just taken.

Working Hours and Buffers

Set working hours per person, minimum notice before a booking, and buffer time between appointments for travel or preparation.

Multiple Staff and Resources

Book with a specific person, the first available person, or a round-robin. Rooms or equipment can be treated as calendars too.

Different Appointment Types

A 15-minute call and a 60-minute consultation can have different durations, availability windows and intake questions.

Reschedule and Cancel in Chat

Customers change or cancel by replying to the confirmation. The calendar updates and the slot is released.

Reminders and No-show Follow-up

Reminders go out by WhatsApp, SMS or email before the appointment; missed appointments get a follow-up offering a new slot.

Connecting Calendars to the Agent

What the setup involves

Authorise Calendar Access
Each staff member or a shared account authorises access to Google Calendar or Outlook, or you connect your Calendly event types.
Define Appointment Types
Name each appointment type and set its duration, who can take it, and the questions to ask when booking.
Set Availability Rules
Working hours, holidays, buffers, minimum notice and how far ahead customers can book.
Choose Reminder Timing
Pick when reminders are sent and on which channel, and write the reminder message.
5
Test With Real Calendars
Book, reschedule and cancel test appointments to confirm everything lands correctly before going live.

What the Conversations Look Like

Illustrative examples for a sample consulting practice with two advisors.

Rescheduling from a reminder

Illustrative example

English

Reminder: your consultation with Anil is tomorrow at 11:00 am. Reply 1 to confirm or 2 to reschedule.

2

No problem. Anil is free tomorrow at 3:30 pm or Friday at 10:00 am. Meera is free tomorrow at 12:30 pm. Which would you like?

Friday 10 with Anil

Done. Your consultation is moved to Friday 10:00 am with Anil and the calendar invite is updated.

Old slot released, new event created

Rescheduled without a phone call

Request outside booking rules

Illustrative example

English

Can I get a slot today in the next hour? It's urgent

Online bookings need at least three hours' notice, so I can't book that directly. I have alerted the office team about your urgent request and they will call you if a slot can be arranged.

Urgent request flagged to office team

Calendar Integration FAQ

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