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.
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 itEvery event has a public page at its own link — put it in texts, DMs, and email signatures.
- 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.
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.