Taking bookings

If you take appointments, your receptionist can book them straight into your calendar while on the call. This is optional, and off until you connect a calendar.

Connecting your calendar

1. Go to Settings, then Bookings.
2. Connect Google Calendar or cal.com.
3. Once connected, choose which appointment types your receptionist is allowed to book.
4. Turn bookings on (you'll need at least one appointment type).

How a booking goes

Your receptionist offers to book the caller in, checks your live availability, and reads back a couple of options. The caller picks one, and your receptionist books the slot into your calendar under their name. The caller then gets a text confirming the appointment, with a link to reschedule or cancel if they need to.

Booked appointments show up on the lead in your portal, marked so you can see they're in your calendar. Booked callers skip the usual thank-you text, since the confirmation already covers it.

Updated on: 23/07/2026