Prerequisites
- Connect Calendar: Ensure your Google or Outlook calendar is connected in Settings > Integrations > Calendars.
- AI Provider: You need an active integration with OpenAI, Claude, Gemini, or Grok to use the conversational features.
Configuration Guide
Create Custom Fields
Go to Flows > Custom Fields and create these variables to store booking data:
| Name | Type | Description |
|---|---|---|
date_start | Date & Time | Start boundary for searching slots. |
date_end | Date & Time | End boundary for searching slots. |
appointment_date | Date & Time | The specific slot selected for booking. |
available_slots | Text | Stores the list of free times found. |
Create 'Check Availability' Flow
- Create a new Flow named “Check Availability”.
- Add an Action block.
- Select Appointments > Check Availability.
- Configure it to use the
date_startanddate_endvariables and save the result toavailable_slots.
Create AI Functions
Go to Settings > Integrations > [Your AI Provider] > Functions and add two functions:Function 1: Check Availability
- Name:
check_availability_to_book_appointment - Description: Checks for open slots within a date range if the user doesn’t provide an exact time.
- Data to Collect:
start_datetime->date_startend_datetime->date_end
- Trigger Flow: Select your “Check Availability” flow.
- Output Message:
available_slots
- Name:
book_appointment - Description: Directly books an appointment on your calendar.
- Data to Collect:
date->appointment_date
- Book on Calendar: Select your connected calendar.
- Trigger Flow: None (or a confirmation flow).
- Output Message: “Success! Your appointment is booked for
appointment_date.”
How it Works in Chat
User: “I need a haircut sometime next Tuesday or Wednesday.”- The AI triggers
check_availability_to_book_appointment. - It calculates the dates for “Next Tuesday” and “Wednesday” into
date_startanddate_end. - The system checks your calendar and returns available times.
- Bot: “I have openings on Tuesday at 10 AM and 2 PM. Which works?”
- The AI triggers
book_appointment. - It sets
appointment_dateto that specific Tuesday at 2 PM. - The system creates the event on your calendar.
- Bot: “You are booked for Tuesday at 2 PM!”
System Limit: The calendar integration currently does not allow booking past time slots. They are shown for reference only.
