Calendar and Bookings

What It Does

The calendar module turns the bot into a receptionist for businesses that take appointments. When a customer asks for a booking, the bot clarifies the service and staff member, offers free slots and writes the chosen time into the calendar. You manage every appointment from one screen in day, week or month view.

Setup

1. Open Calendar from the panel's left menu.
2. On the services tab, add your services and their durations. You can load your sector's ready-made list in one go.
3. On the staff tab, add your staff members with their working hours and the services they provide. Use the time-off option for leave and breaks.
4. On the settings tab, set rules such as working hours, default appointment length, the earliest time a booking can be made and how many days ahead bookings are allowed.
5. Choose how the bot picks a staff member: the least busy one, in turn, or let the customer choose.
6. Turn on bot bookings and save the settings.
7. Optionally connect each staff member's Google Calendar, or copy the connection link and send it to them.

How It Works

For each booking request the bot takes into account the service duration, the staff member's working hours, time off and existing appointments. When an appointment is created it appears in the calendar and the relevant people are notified. You can also add appointments manually and mark past ones as completed or no-show.

The customer's cancellation and change requests are collected on the requests tab.

Limits and Things to Know

• The bot never cancels an appointment on its own.
• The Google connection link sent to a staff member is valid for 24 hours and can be used once.
• A staff member with appointments can't be deleted, only made inactive.
• To pause the module temporarily, use the freeze option in the settings.