Scheduler overview
Booking pages the AI offers in chat and on calls: the form comes first so the lead is saved before anyone picks a time, then availability, hosts, rules and reminders.
View as MarkdownThe 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
- 1Create the eventScheduler → New event: name, duration, availability windows, and the details to collect.
- 2Share it or embed itSend the
/scheduler/:keylink as it is, or drop the snippet on your own site — any button markeddata-bookbag-scheduleropens it as a modal, and adata-bookbag-scheduler-inlinediv renders it in the page. - 3Pin it in chatThe website widget can carry the event as a pinned booking card: pick a time, leave your details, done — without leaving the thread.
Point a browser at /scheduler/:key and you get a real page you can paste into an email signature or a DM. The embed script and any API client asking the same URL get the page's JSON instead, so there is only one key to know. ?format=json and ?format=html force either.
The form comes first
By default the form is step one and the calendar is step two, and the lead is saved on submit — before anyone picks a time. Someone who fills it in and then drops off is still a name, an email and a phone number you can call, which is the whole point. Turn that off with Save the lead before showing times if you want the calendar first.
What you can configure
| Area | What it covers |
|---|---|
| Availability | Per-weekday open hours with copy-to-open-days, timezone, duration, least notice, days off, and a cap on bookings per day. |
| Questions | The fields on step one: text, textarea, number, email, phone, select (with options) and consent, each required or optional, full or half width. |
| Hosts | More than one and it goes round the team. Each host can bind to its own calendar. |
| Rules | A rule on any answer can end it before the times are ever shown, with the sentence you write — an unqualified lead never sees a calendar. |
| Reminders | Email or SMS, before the call and after a miss, with {{name}}, {{when}}, {{title}} and {{host}} filled in. |
| Calendar | The named calendar the booking lands on — see calendars. |
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%.
"New patient visit" and "cleaning" want different durations and questions. Separate events keep the AI's offer precise and the calendar readable.