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Appointment Settings

Appointment Settings is where you configure everything your AI agent needs to book appointments correctly — your availability, services, branches, team behaviour, and booking rules.

Where to Find It​

Dashboard → Appointment Settings

What's Inside​

Appointment Settings has six sections:

Availability​

Set your global calendar — the days and hours you are open for appointments. This is the foundation everything else is built on.

Services​

Define what services your business offers. The agent uses this to understand what type of appointment a customer wants to book.

Branches​

If your business has more than one location, add each branch here. The agent will ask the customer which branch they prefer and book accordingly.

Team & Assignment​

Configure how the AI agent behaves during appointment booking:

  • How many time slots to suggest
  • Whether it can handle reschedule and cancellation requests
  • Whether it asks for confirmation before booking
  • The confirmation message shown to customers
  • Whether to transfer to a human if it cannot handle a request
  • Which team members can handle appointments

Booking Rules​

Set the rules for how bookings work:

  • Buffer time between appointments
  • How far in advance customers can book
  • Minimum notice required before a booking
  • Cancellation notice period
  • Whether to allow rescheduling, cancellation, and duplicate bookings

Appointment Types​

Define the different types of appointments your business offers — for example, General Consultation, Follow-up, or Lab Test. The agent will use these when booking.

In This Section​