Scheduling logic

The Scheduling module helps agents book and manage appointments without creating overlapping events.

#Scheduling concepts

The scheduling workspace includes:

• Calendar view.
• Appointments table.
• Event types.
• Availability rules.
• Settings.

#Availability

Availability determines when a resource can be booked.

Define:

• Resource name.
• Day of week.
• Start time.
• End time.
• Optional notes or settings.

#Event types

Event types describe what can be booked.

Examples:

• 15-minute intro call.
• 30-minute consultation.
• 60-minute implementation review.

#Booking flow

When a user asks for a slot, the agent should:

1. Identify the event type.
2. Ask for missing attendee details.
3. Check availability.
4. Offer valid slots.
5. Confirm before booking.
6. Create the appointment record.

#Overlap protection

Scheduling should reject overlapping appointments for the same resource and time window. Still test this manually before going live.

Test:

• Same resource, same time.
• Same resource, overlapping duration.
• Different resource, same time.
• Reschedule requests.

#Related guides

• Scheduling module
• Agent workflows and module actions