Scheduling module

The Scheduling module lets agents check availability, book appointments, reschedule meetings, and manage event types.

#What it includes

The scheduling workspace includes:

• Calendar
• Appointments
• Event types
• Availability
• Settings

#Use cases

Use Scheduling for:

• Consultations.
• Demos.
• Service appointments.
• Clinic or provider bookings.
• Restaurant or hospitality reservations.
• Internal meeting requests.

#Set up Scheduling

1. Go to Modules.
2. Add a Scheduling module.
3. Configure availability and event types.
4. Open the agent.
5. Enable the module under Agent Settings → Modules.
6. Save changes.

#Test appointment booking

In Playground, try:

Do you have anything open Friday afternoon?

Verify:

• The agent checks available slots.
• The agent asks for required booking details.
• The appointment is created only when enough information is available.
• The confirmation includes date, time, duration, and attendee details.

#Avoid double bookings

Scheduling enforces overlap checks for appointments. Still, you should test:

• Same resource, same time.
• Different resource, same time.
• Rescheduling existing appointments.
• Last-minute booking requests.

#Related guides

• Scheduling logic
• Modules overview
• Create your first agent