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Scheduler overview

Booking pages the AI offers in chat and on calls: define the event, share the link or pin it in the widget, and let reminders kill the no-shows.

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The scheduler turns "call us to book" into a link — and into something the AI can do. Define an event (a consult, an estimate visit, a table), and it becomes a public booking page the AI offers in chat, texts after a call, or pins in the widget as a two-step booking card.

Setting up an event

  1. 1
    Create the event
    Scheduler → New event: name, duration, availability windows, and the details to collect.
  2. 2
    Share it
    Every event has a public page at its own link — put it in texts, DMs, and email signatures.
  3. 3
    Pin it in chat
    The website widget can carry the event as a pinned booking card: pick a time, leave your details, done — without leaving the thread.

How the AI uses it

  • In chat — the booking tool offers real slots and books one mid-conversation.
  • On calls — the receptionist books during the call and the confirmation text carries the details.
  • In workflows — "missed call → SMS with the booking link" is two steps in the editor.

What a booking creates

A booking is a lead: it lands as a contact and a card on the board with attribution, so the card moved to Booked trigger can start the reminder cadence — the one that cuts no-shows 30–50%.

One event per intent

"New patient visit" and "cleaning" want different durations and questions. Separate events keep the AI's offer precise and the calendar readable.