Appointment Scheduling

Appointment Scheduling

The Appointment Scheduling streamlines the process of booking meetings and appointments. It allows businesses to share their availability, enabling customers to select a suitable time slot.

Follow these step-by-step instructions to start receiving appointments from customers.

Step 1: Access the Appointment Scheduling Tool

1. Navigate to Tools > Appointment Scheduling.
2. Click on the “Add” button to create a new appointment scheduling setup.

Step 2: Set Your Availability

• The most crucial step is defining your availability so customers can book an open time slot.
• Our system will automatically generate a confirmation flow and reminder flow for scheduled appointments.
• If you wish to customize these messages, go to Flows and edit the related flows in your calendar.

Step 3: Connect Your Calendar

• Once connected, every scheduled appointment will be automatically added to your calendar.
• The system will also check for existing calendar events to prevent overbooking.

Step 4: Share Your Scheduling Link

• You can share your appointment scheduling link with customers in two ways:
  1. During a bot conversation – Retrieve the scheduling link by going to Tools > Appointment Scheduling and clicking the menu icon next to your calendar.
  2. As a button link or text message –
     • For platforms supporting button links, add the scheduling link to a button that directs users to your booking page.
     • For platforms that don’t support button links (e.g., SMS), send the scheduling link as a text message.

Step 5: View Scheduled Appointments

• To check upcoming appointments, go to Tools > Appointment Scheduling > Appointments.

By following these steps, you can efficiently manage and automate your appointment scheduling, ensuring a seamless booking experience for your customers. 🚀