Appointments lets customers book a time with you on your website, through your chat widget, or by voice if you have the Voice Agent.
Steps
- Open Messages & customers → Appointments and choose Let people book, or ask the assistant: "Let people book a 15-minute call."
- Check the ready-made setup: the appointment name and length, your weekly hours and your time zone.
- Choose how people book: Pick a free time from your open times, or Ask for a time, I'll confirm.
- For picked times, choose whether a booking is confirmed straight away or waits for you.
- Switch it on, then publish your site so the booking form appears.
Manage bookings
Appointments has tabs for Upcoming, Waiting for you (confirm with one click), Needs a time (people who asked for a call back), Past and Cancelled.
Reminders
The ready-made Booking Reminders automation reminds customers 24 hours and 1 hour before a confirmed appointment. Switch it on in Messages & customers → Email → Automations, edit the wording, and set Send via to email, SMS or both. Texting needs SMS set up first.
Good to know
- Customers give a phone number or an email. One of the two is enough.
- Chat and voice take bookings straight away. The website form appears after you publish.
- More options: Add services, team, branches and Google Calendar.