Appointment Booking

Use the Calendar (CRM → Calendar) to see and manage appointments. You can add appointments manually or use AI/chat to offer booking. If you have a booking link or integration, share it with leads; when they book, the appointment appears on the lead and in Calendar.

Go to Settings → Integrations (or Calendar). Connect Google Calendar or Outlook if the option is available. Connected calendars can show availability and prevent double-booking.

CRM → Calendar for viewing and managing. Settings → Integrations for connecting external calendars. If you use an AI agent or chat for booking, configure the agent in AI Agents and optionally connect calendar availability.

If the feature is enabled, the system can send reminder messages (e.g. email or SMS) before an appointment. Configure reminder timing and message in Settings or the booking/calendar section.

1. Go to Settings then Integrations (or Calendar) and connect Google Calendar or Outlook if available. 2. Set availability in the booking or calendar section. 3. Create a booking link and share it with leads. 4. When they book, the appointment appears on the lead and in Calendar. 5. Confirm reminder behavior in Settings. If calendar is not syncing or bookings do not show: re-authorize the calendar; check calendar permissions; confirm the booking link is for the right account.

Calendar not syncing: Reconnect the calendar in Settings; check permissions. Bookings not showing: Confirm the booking link is correct; check that the appointment was created and linked to the lead.

Calendar, Leads, AI Features (booking via chat), Inbox.