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Appointments and calendar

Use several calendars

Save each professional’s or service’s bookings in its own calendar.

Where to find itAssistantBook appointmentsCalendars

If several people work with you, each can have a calendar. The assistant chooses where to book from the rules you write. If every booking goes to the same calendar, the main calendar is enough.

Good to know

Extra calendars are available with Google Calendar and are created in the connected account.

Add a calendar

  1. In Book appointments, under Calendars, press Add calendar.
  2. Give it a Name that identifies the person or service, like “Luis · Color”.
  3. In When to book here, explain which bookings go to that calendar.
  4. Press Create and repeat for the others.

New calendar

In the appNew calendar
When to book here
Book color and highlights appointments with Luis here. If the caller hasn’t said which service they want, ask before choosing a calendar.

The main calendar

It takes anything that doesn’t fit the other calendars’ rules. If two calendars have similar rules, the assistant can book in either one, so make each rule distinct. Press Review routing to see all the rules together.

The assistant’s calendars

In the appThe assistant’s calendars

If a calendar is deleted in Google

The calendar shows a notice that it was deleted in Google and that bookings aren’t going to it. Press Reconnect to create it again.

Test it

Ask for one appointment of each type and check each one lands in the right calendar.

Suggestions

  • Write the instructions
  • Connect your calendar
  • Transfer calls to your team
  • Get emails after calls
  • Plans and prices
  • Review conversations
Type a task, like “transfer calls” or “change the voice”.