Standard & Pro Plans
Overview
Bookings allow your AI to schedule appointments with visitors directly in the chat. Visitors can see your available time slots and book appointments without leaving your website.
All bookings appear in your Bookings dashboard with a calendar view. You can manage availability, view upcoming appointments, and receive email notifications for new bookings.
How It Works
- Visitor wants to book - Asks to schedule a meeting, consultation, or appointment
- AI shows calendar - Displays a calendar with available dates marked
- Visitor picks a date - Clicks on a date to see available time slots
- Visitor selects a time - Chooses a time slot that works for them
- Booking form appears - Visitor fills in their name, email, phone, and notes
- Booking confirmed - Appears in your calendar and you receive an email
Setup
Configure bookings in a few steps:
1
Go to Bookings
From your dashboard, navigate to the Bookings page
2
Set your availability
Define which days and times you're available for appointments
3
Configure settings
Set appointment duration, advance booking limit, and notification email
4
Enable Bookings
Your AI will now offer to schedule appointments with visitors
Setting Availability
Define when you're available for appointments:
Weekly Schedule
Set recurring availability for each day of the week
Time Slots
Define start and end times for each available period
Blocked Dates
Block specific dates for holidays or vacations
Timezone
Set your timezone for accurate scheduling
Example Availability
Monday
9:00 AM - 5:00 PM
Tuesday
9:00 AM - 5:00 PM
Wednesday
10:00 AM - 3:00 PM
Thursday
9:00 AM - 5:00 PM
Friday
9:00 AM - 12:00 PM
Saturday
Unavailable
Sunday
Unavailable
Booking Settings
Customize how bookings work for your needs:
Service Name
Name what visitors are booking (e.g., "Consultation", "Demo", "Meeting", "Appointment").
Default Duration
Set the default length for each appointment (e.g., 30 minutes, 1 hour).
Advance Booking Days
How far in advance visitors can book. For example, 30 days means they can book up to a month ahead.
Max Spots Per Slot
Maximum concurrent bookings per time slot. Set to 1 if only one person can book each slot.
Phone Required
Choose whether visitors must provide a phone number when booking.
Timezone
Set your timezone for displaying availability and booking times correctly.
Time Format
Choose between 12-hour (9:00 AM) or 24-hour (09:00) time display.
Booking Types
Create different service types that visitors can choose from when booking. Each booking type has:
- Name - The service name (e.g., "Consultation", "Full Cut", "Demo Call")
- Duration - How long this service takes in minutes
- Price - Optional price displayed to visitors (e.g., "50 USD", "From $30")
- Description - Optional description explaining the service
When multiple booking types are active, visitors select their preferred service from a dropdown before completing the booking form.
Managing Bookings
The Bookings dashboard shows all appointments in a calendar view:
Calendar View
See all bookings on a monthly calendar
Booking List
View all bookings in a sortable list
Status Tracking
Track Upcoming, Notified, Completed, Cancelled bookings
Assignment
Assign bookings to team members
Booking Workflow
A typical booking goes through these stages:
Upcoming
New booking, scheduled for the future
Notified
Reminder sent to visitor
Completed
Appointment took place
Other statuses include:
- Cancelled - Booking was cancelled (with optional reason)
- No Show - Visitor didn't attend the appointment
Booking Details
Click any booking to view full details:
Appointment Details
Date, time, duration, and service name displayed prominently.
Visitor Information
Name, email, phone (if provided), and any notes from the visitor.
Chat History
Link to the full conversation where the booking was made.
Status Management
Confirm, complete, cancel, or mark as no-show with one click.
Email Notifications
Stay informed about new bookings:
- New booking notification - Receive an email when someone books an appointment
- Booking details - Email includes visitor name, date, time, and contact info
- Team notifications - Email goes to the address you specify in settings
Tip: Use a shared inbox or distribution list as the notification email if multiple team members handle appointments.
Blocking Time
Block entire days or individual time slots when you're unavailable:
Blocking Entire Days
- Holidays and company closures
- Vacation days
- Training or off-site events
- Any day you don't want bookings
Blocking Individual Slots
Block specific time slots while keeping the rest of the day available. Useful when you have a conflicting meeting or appointment during a particular time.
Blocked dates and slots override your regular availability schedule. Visitors won't see blocked times as available options.
Note: Already-booked appointments remain valid when you block dates or times. Blocking only prevents new bookings.
Public Booking Calendar
Share your public booking calendar link with visitors so they can book appointments directly without going through the chat. The public calendar displays your availability, booking types with prices and descriptions, and allows visitors to select a time and submit their booking request.
To get your public booking link, go to the Bookings page and click the "Share Link" button. You can copy the link and share it on your website, social media, or email signatures.
When Does AI Offer Bookings?
The AI offers to schedule an appointment when visitors express interest in:
Direct requests
- "I'd like to schedule a meeting"
- "Can I book an appointment?"
- "I want to set up a consultation"
- "When can we meet?"
Sales opportunities
- "I want to learn more about your services"
- "Can someone walk me through a demo?"
- "I have questions about pricing"
- "I'd like to discuss my project"