Bookings

Your agent can book, reschedule, and cancel appointments right inside the conversation, using the real schedules of your staff and rooms. If you prefer a person to approve every appointment, the agent can take a request for your team to confirm instead. These articles walk you through setting up your services and resources, choosing how the agent books, and managing bookings in the portal.

• Set up your services and resourcesAdd the services customers can book and the staff members or rooms that deliver them, with their weekly schedules.
• How available times are calculatedUnderstand which appointment times your agent offers, and why a time might not show up.
• Let your agent book appointments in the chatInstall the Book appointments skill so your agent can book, reschedule, and cancel appointments for your customers.
• Take appointment requests for your team to confirmUse the Request appointments skill when you want a person to approve every appointment before it is booked.
• Understand booking statusesWhat each booking status means, which changes are allowed, and when to cancel instead of delete.
• Manage bookings in the calendar and pipelineSee, create, confirm, reschedule, and cancel bookings from the Booking calendar and the bookings pipeline.
• Booking notifications and remindersWhich messages customers and your team receive when a booking changes, and how to edit or switch them off.
• Create bookings outside the chatBook with Aida in the portal, or connect your own systems to bookings through API keys and webhooks.