Purpose

Appointments lets voice agents book, reschedule, and cancel real slots on a call. Set open days and length under Resources & Hours, turn on Appointment booking on the Agent, then manage bookings in Calendar or List.

Calendar view

Open Appointments → Calendar. Browse by Month, Week, or Day, jump with Today and the arrows, and create bookings with + New appointment.

• Week grid shows hours (e.g. 12:00 AM onward) across the selected date range
• Current day / time is highlighted on the grid
• Switch to List or Resources & Hours from the top tabs

List view

List shows every appointment in a table — useful for search and status filters when the calendar is empty or busy.

• Search name or phone…
• Status / Source filters
• Show disconnected Web appointments (optional)
• Columns: Customer, When, Resource, Status, Source
• Empty state: No appointments found until bookings exist

Resources & Hours — availability

Open Resources & Hours before agents take bookings. Pick at least one open day, set appointment length, then Save.

• Open days — Mon–Sun chips (pick at least one)
• Appointment length — e.g. 30 min
• Save — apply availability
• + Multiple appointment types, team members, or locations? — expand for more resources when needed

Reminders

In the same Resources & Hours screen, configure how customers are reminded before the appointment.

• Send via — Email and/or Voice call
• When — presets like 30 min, 1 hour, 3 hours, 24 hours before
• Custom — add your own offset (e.g. N hours) with Add
• Save reminders separately from availability

Connect to Agents

On Agents → enable Appointment booking so the agent can offer, book, reschedule, and cancel on a call. Availability must be saved first under Resources & Hours.

Google Calendar sync

In Settings → Connect Google Calendar, connect your Google account for two-way sync of appointment bookings. See the Settings guide for the Connect button screenshot.

• Settings — Connect Google Calendar