Appointment Scheduling Manager Setup

The Appointment Scheduling Manager in Chitchatbot.ai helps your business simplify booking and manage appointments seamlessly. With it, you can:

  • Share your availability with customers.

  • Automatically sync appointments to your Google or Outlook Calendar.

  • Send automatic confirmations and reminders.

  • Prevent double bookings.

πŸš€ Getting Started with Appointment Scheduling

1. Create Your Calendar

πŸ“ Go to: Tools > Appointment Scheduling β†’ Click Add

  • Set your availability: This is the most important step. Your calendar will only offer slots based on this.

  • Chitchatbot.ai will automatically generate:

A confirmation flow

  • A reminder flow

✏️ You can customize these flows anytime under Flows. Just look for flows named after your calendar.

By connecting your external calendar:

  • Appointments booked via your bot are auto-synced to your Google/Outlook calendar.

  • Your external calendar availability is used to prevent double bookings.

  • Users automatically receive a calendar invitation via email.

πŸ”” Important: Be sure to collect the user’s email address before scheduling so they receive the invite.

There are three main ways to share your booking link:

πŸ”— A. Share via the Bot

  • Go to: Tools > Appointment Scheduling

  • Click the menu icon next to the calendar β†’ Copy your scheduling link.

  • Use the link in a button (for channels that support buttons + URLs).

πŸ’¬ For SMS or channels that don’t support buttons, send the link as plain text.

πŸ“¨ B. Share from the Inbox

  • In live chats, click the Calendar icon inside the Inbox.

  • This lets you quickly send the scheduling link to any user manually.

4. View Scheduled Appointments

πŸ“ Go to: Tools > Appointment Scheduling > Appointments

From here, you can:

  • View all upcoming bookings

  • Manage customer data

  • Reschedule or cancel appointments

βœ… Summary

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