How to connect calendars and enable booking workflows for the assistant. Follow the steps in order, then use the example and common mistakes sections to verify you understood the flow. Appointments only make sense after the calendar connection is real and the booking rules are saved.
Follow this page in order. Read the steps first, watch the video when available, then use the common mistakes section to avoid setup errors.
This lesson is about appointment calendars and how to do it correctly the first time.
Read this section first. Each step tells you what to click, what to enter, and what should happen next. Use the video after the steps if you want to see the same flow in motion.
Open the appointments section and add the calendar account or booking target. Confirm the result before you move to the next step. Open appointments and connect the calendar or booking target before you expect the assistant to schedule anything.
Define the schedule, availability, and basic booking behavior so callers are routed correctly. Confirm the result before you move to the next step. Set the booking rules and working hours so the assistant knows when it can propose times.
Run a test appointment path before going live. Confirm the result before you move to the next step. Run a test booking flow and make sure the calendar connection actually accepts the booking.
Use this video for better understanding this resource. The video bellow tries to explain more indeep this guide part.
This lesson is ready in text form first. Add the YouTube video ID here when the walkthrough is recorded.
A clinic links one calendar and lets the assistant propose appointment times during business hours.