agent37Match the request to the appointment
A repair visit, test drive, and consultation need different intake questions and durations. Define the appointment types your team can accept and which requests need a specialist first.
Appointment booking
Don’t just take a message. Make the next step easy.
Booking works when the appointment fits the customer and your team. Set the rules for what can be scheduled, what needs approval, and what information the next person should receive.
Find your plan Clear prices. Month-to-month.
Less chasing. More covered.
A practical workflowBuilt around what
Built around what
happens next.
Define the questions, the action, and the person who takes over. Then test the process with your team.
Use the calendar your team trusts
Review supported scheduling access, business hours, buffers, location rules, and provider availability. Where direct booking is not supported, send a clear request for staff approval.
Confirm what was agreed
Give the customer the time, location, and any approved preparation details. Make rescheduling and cancellation requests easy to route back to the right person.
What we confirm with you.
- Direct booking depends on supported software and account permissions.
- Your team owns appointment types, staffing, and approval rules.
- Custom integrations and number transfers can affect launch timing.
See it in your world.
Good questionsThe details
The details
that matter.
Does booking come with Essentials?
Appointment booking is part of Essentials. Software integration workflows are part of Growth, with availability confirmed for your specific platform.
Can the office approve appointments first?
Yes. Your workflow can collect a request and send it to staff rather than confirming a slot automatically.
From the field notes
All guides ↗A little help for the work ahead.
The after-hours call answering checklist for home-service teams
A practical checklist for service areas, intake questions, on-call handoffs, booking limits, and launch testing before you turn on after-hours answering.
Read the guide
A practical appointment-confirmation workflow for dental and med spa teams
Plan reminders, confirmations, rescheduling requests, and staff handoffs around your practice’s scheduling rules and approved patient communications.
Read the guide
A dealership lead-response playbook your BDC can actually use
Build a dealership lead workflow around intent, rooftop routing, appointment requests, ownership, and a useful handoff between AI and your BDC.
Read the guidePut your next call in good handsMore covered.
More covered.
Less on your mind.
From $149/month. Month-to-month. No setup fee.