Describe the service
Give each service a clear name and description. Explain what the customer should expect so they can choose a useful appointment instead of booking a generic slot.
MESSAGE BOOKINGS
From “Are you free?”to “See you then.”
Let customers book the right service through a conversation. Define the options, durations and availability, then manage appointments made through your widget or configured phone assistant.
Booking channels, calendar connections, phone service and confirmation messaging require setup.Service-specific appointmentsChat and phone bookingOne booking workspace
01 / Your services01 02 03
Offer the appointment the customer actually needs.
A quick consultation and a showroom visit are different jobs. Let the business define the choices before AI or the widget offers a time.
Set the duration and location
Use the supported service duration, buffer and location options. A phone consultation, video appointment and in-person visit need different instructions.
Keep the offer current
Update or deactivate services when the business changes. Booking behavior should use the configured options rather than invent a package or promise a time your team cannot provide.
02 / Availability01 02 03 Explore calendar connections
An available time should mean available.
Define when the team takes appointments and connect supported calendar availability where needed. The customer should be choosing from the business’s actual options.
Start with working hours
Set the days and time ranges for appointments. Use the relevant timezone and review how the customer’s offered time relates to your local schedule.
Check connected calendars
Google Calendar can check selected calendars for busy periods before offering or confirming supported bookings. Account authorization and calendar selection are required.
Manage the outcome
Review confirmed appointments in Bookings. Mark an appointment completed, cancelled or no-show so the schedule reflects what happened after the customer selected a time.
03 / Book by phone01 02 03 Explore Message Phone
“Press 2 to book” can lead to a real conversation.
Connect the booking assistant to the configured phone route. It can ask which service the caller needs and work with the options your business provides.
Choose the booking route
Configure the assistant and supported IVR destination. Keep the menu label short and tell callers what the option does before they press a number.
Use service knowledge
Give the assistant the relevant service descriptions and instructions. Ask follow-up questions when needed, rather than offering the same appointment to every caller.
Confirm the details
Repeat the service and time before confirming. Where confirmation messaging is enabled, use a company-specific message with useful appointment details and the relevant contact information.
THE EVERYDAY DETAILS
The appointment is only the beginning.
Keep the booking connected to the customer’s conversation and your team’s next action.
Chat booking
Let a customer reach the booking experience from your configured website widget. Keep the support conversation available when they need help choosing.
Phone assistant
Offer booking through the configured phone flow and supported service options. Test it with different caller requests before enabling it broadly.
Multiple services
Create separate appointment types with their own duration and location. Clear choices help customers understand what they are reserving.
Calendar availability
Authorize supported calendar access and select the relevant calendars. Availability checks help avoid offering times that conflict with existing work.
Confirmation messaging
Configure the supported confirmation flow with the company name, service and time. Phone and message delivery require the appropriate connected services and permissions.
Booking status
Track confirmed, completed, cancelled and no-show appointments. A visible outcome helps the next person understand whether the customer still needs a follow-up.
MAKE IT YOURS01 02 03
Build the booking flow around your business.
Add services and hours
Define what customers can book, how long it takes, where it happens and when appointments are available.
Choose the channels
Configure widget booking, calendar access and optional phone booking. Set up confirmation messaging only for the channels you are ready to use.
Try it as a customer
Book each service, check the offered times, inspect the confirmation and cancel a test appointment. Confirm the record and timezone are correct.
BEFORE YOU START
A few useful answers.
Make the next step
an appointment.
Booking channels, calendar connections, phone service and confirmation messaging require setup.