The calendar brings together the whole team's bookings in one place: both the ones you created and the ones AI employees made. This is also where you set up services, specialists and working time, which AI uses to offer customers free time slots.
Where to find it
“Specialists and services” → “← Calendar” → “Set up bookings”.
This release includes services and specialists. Accommodation booking and table booking will be separate modules after the public release.
How to set up booking
- “Set up your first service”.
- “Service name”, “Duration, minutes” → “Continue”.
- “Specialist name”, “Working days”, “Start”, “End” → “Continue”.
- “Review” → “Confirm booking setup”.
Existing services, specialists and working hours are reused. After saving, the page shows a compact overview. Open one service to edit it; open a specialist’s working hours to change their schedule or add breaks and days off. Locations are entered once and selected for specialists. Changes preserve existing appointments.
“Set up bookings with the assistant” — Configure with assistant .
How to view the calendar
“Day” · “Week” · “List”.
“Date” · “Service” · “Specialist” · “Search” → “Show”.
How to create a booking
- Click “＋ New booking”.
- Enter “Customer name” and choose “Service”.
- Choose a specialist, the date and the start time.
- Click “Check time” to make sure the time is free.
- Click “Create booking”.
For a visit to the customer, enter “Service address”. A booking created manually immediately gets the “Confirmed” status and is visible to the whole team.
How to change a booking
Click a booking in the calendar to open its card. The card shows the time, specialist, service, comment and who made the booking. If the booking is linked to a chat, click “Open chat”.
The available actions depend on the booking status:
- “Awaiting confirmation” — “Reschedule”, “Confirm”, “Cancel booking”;
- “Confirmed” — “Reschedule”, “Mark as complete”, “Customer did not arrive”, “Cancel booking”.
To reschedule a booking, click “Reschedule”, choose a new date and time, and click “Save new time”. After cancellation, the time becomes free again. Bookings with the “Cancelled”, “Completed” and “No-show” statuses stay in the history.
Confirm bookings made by the AI employee
With “Confirm AI employee bookings by hand” on (the default, under “What to use” on the bookings module), the AI employee holds the time and tells the customer that the team must confirm the booking.
- Open “To confirm” in the calendar. The home page also lists requests under “Needs confirmation”. Search and filters cover the entire queue; each page shows up to 25 requests.
- Use “Confirm”, “Cancel” or “Contact” directly in a row. Confirming queues a message to the customer and adds the booking to linked iCal calendars. Opening a conversation does not pause the AI.
- To cancel, check the customer's name and time in the dialog and confirm. The time is released, the customer is notified, and the conversation is assigned to you with the AI paused. You stay in the queue and can open the conversation from the result message.
For a group, select the page or all matching requests, then choose “Review selected bookings”. Check the full list before confirming. A selection contains up to 300 requests; you can then work through the next group. Later arrivals are not added. Requests changed by someone else are skipped and listed for review. After a connection failure, continue with the saved selection in the same browser tab; confirmed bookings and messages are not duplicated. The booking card also offers “Decline” for an AI employee's request.
A request nobody decides is withdrawn when its time comes, and the customer is told. Instagram, Messenger and WhatsApp accept business messages only within 24 hours of the customer's last message; if that time has passed, the booking card says the customer was not told.
Good to know
- All members of the business can view the calendar.
- The Owner, Administrator and Operator can create, reschedule and cancel bookings.
- The Owner and Administrator can set up services, specialists and schedules. Only they see the “Set up bookings” button.
- Booking data is shared by the team and all AI employees. To let an AI employee book customers, allow this action on the “Access” tab.
- Times in the calendar are shown in the business's time zone. The time zone is shown at the top of the “Booking setup” page, and you can change it in the business settings.
- If the module is paused, the history and unfinished bookings stay available, but you cannot create new bookings.