Skip to main content
Appointment Scheduling connects the agent to your calendar. It reads genuine availability, offers times, collects the details it needs, and books the appointment before the call ends.

​
Set it up

Connect your calendar first. The providers offered are Google Calendar, Microsoft Outlook, Cal.com V2, GoHighLevel and Calendly. Then, on the agent’s Basic Information tab, click Appointment Scheduling under Choose Skills.
The Configure Appointment Scheduling dialog, with Event Type showing Select a calendar provider first until a provider is chosen
Event Type reads “Select a calendar provider first” until a provider is chosen. The meeting types come from your calendar, not from Fluents, so create them there.
The length of an appointment and how far ahead the agent looks are not settable here.

​
How the conversation goes

The agent only brings up availability if asked. It will not open with your calendar. When asked generally, it offers the earliest opening rather than reading out a list. If there are more than a couple of options it asks whether the person has a preferred time, instead of reciting slots. This keeps the exchange short, which is the difference between a booking and a hang up. Once a time is chosen, and only then, it asks for the details it needs. It asks for everything still missing in one sentence rather than interrogating field by field, then confirms the booking back.

​
Collecting an email by voice

Email addresses are where voice booking usually breaks, so the agent handles them specifically. It reads addresses back in speakable form, saying “at” and “dot” rather than the symbols, and spells out the part before the domain letter by letter to confirm it.
Leave Collect user’s email off if you do not need the address. Every email collected by voice is a chance to get it wrong, and it adds real time to the call.

​
Where to go next