How AI Booking Works
Set up Services, then Booking, so Ava and your scheduler can offer real times and confirm appointments.
Overview
When appointment booking is configured, AI and automations can offer open times and write confirmed slots back to the CRM. That reduces back-and-forth texts after a call or chat.
- 1
Open CRM → Settings → Services (/crm/settings/services) and list the services you offer.
- 2
Then open CRM → Settings → Booking (/crm/settings/booking) to set bookable hours, time zone, and booking rules. Owners and Admins can edit Booking.
- 3
Test a booking from chat and from a voice path if enabled.
- 4
Confirm the lead shows the appointment on its timeline.
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