Bookings

The Bookings tab is your calendar. When a caller asks for an appointment, your AI checks the right person's availability, finds an open slot, books it, and the new booking appears here. You can also create, reschedule, or cancel bookings yourself.

The workspace has five tabs across the top, plus a Settings panel reached from the gear icon in the header:

• Today — the day's schedule as a hot list, so the first thing you see is what's happening now.
• Calendar — every confirmed, completed, cancelled, or no-show booking on a month grid. Click a day to see what's on it; click a booking to view details, reschedule, or cancel.
• Appointments — the work queue. Buckets along the top let you flip between upcoming appointments, the Waitlist (callers who asked for a time you couldn't offer), and recurring series.
• Auto-sends — the booking-related automatic messages: confirmations, reminders, and follow-ups.
• Alerts — notifications tied to bookings.
• Settings — opened by the gear icon in the header, it slides over the current tab rather than being a tab of its own. Inside, seven sections hold every rule your AI follows when booking: Types & duration, Hours, Rules, Behavior, Booking fields, Resources, and Blocked dates.

Your AI doesn't just check one set of hours. It walks three layers, in order:

1. 1Business hours (the umbrella) — when you're open at all. Outside this, nothing books.
2. 2Booking-window hours — when bookings are allowed inside business hours. Often narrower (e.g., open 8-6 but only book 9-5 to leave buffer at edges).
3. 3Per-team-member hours — when each specific person is bookable. A member can have hours narrower than the booking window (part-time), time-off blocks, and an optional direct calendar (Google or iCal) the system reads in real time to skip busy slots.

1. 1Open Settings from the gear icon and start with Types & duration. Pick which booking types apply to your business (e.g. consultation, demo, follow-up) and set the duration of each. Your AI will only offer types that are turned on.
2. 2In the Rules section, set buffer and advance-notice. Buffer is the gap between bookings (good for travel or paperwork). Advance notice is the soonest a caller can book — set this so callers can't book a slot 5 minutes from now.
3. 3Use Blocked dates to mark days you're closed. Whole-business blackouts apply to everyone; per-team-member blackouts apply only to that person and don't shut the whole calendar.
4. 4Connect outside calendars in Settings → Hours, under "Connected Calendars". Link a Google Calendar or an iCal feed — once connected, busy events on that calendar block the matching member from being booked. Updates as fast as the calendar feed propagates.
5. 5Switch to Today or Calendar to watch the schedule. As your AI books appointments, they appear in real time. Filter by booking type or status using the controls above the calendar.
6. 6When a caller wants a time you're full, they can go on the waitlist — find it as a bucket inside the Appointments tab. If someone else cancels, the waitlist is checked first and the matching caller is texted.