Take bookings and appointments

Bookings appears under Sell once you’ve saved a bookings setup. Until then, you start from the Booking & Events card in AI Studio.

Set up bookings

1. Go to AI Studio › Agents and click Set up on the Booking & Events card.
2. Work through the sections on the left:
   • Opening hours and Closures — when customers can book, and days you’re shut.
   • Places — where bookings happen. What you write under “How to get there” is sent to the customer with their booking.
   • Staff — who takes bookings, where and when.
   • Rooms and equipment — optional, for anything that can run out, like a chair or a room.
   • Services — what customers can book: how long it Takes, the Price, Who does it and Where.
3. Click Save setup. Bookings now shows under Sell.
4. Back on the card, click Start to switch the agent on.

For each service you also choose:

• Confirming a booking — Confirmed straight away, or I approve each one.
• Payment — Pay later, Deposit to book or Pay in full to book. If it takes money, the customer gets a payment link, and the time is held for as long as you set in Hold a slot for.
• Reminders — up to five, sent before each booking.

How customers book

When a customer asks, your agent offers up to three real open times and holds the one they pick. A held time isn’t a booking yet. It’s confirmed once anything due is paid — and, if the service is set to I approve each one or your agents aren’t on Autopilot, once you approve it.

Your Bookings tabs

• Schedule — today or the week. Click a booking to Confirm it, Move to another time, Mark attended, Mark no-show or Cancel booking.
• Requests — times that need your decision. Approve, Offer another time, Decline or Hand to a person.
• Waitlist — people waiting for a full time. When a place opens, your agent offers it to the first person whose times fit, while it’s running.
• Events — classes and workshops people register for. Click New event series to add one.
• Numbers — your show rate, what was collected and what happened, by service and staff.
• Setup — the same setup as on the card.

Book someone yourself

1. In Schedule, click New booking.
2. Under 1 · Time, pick the service and an open time.
3. Under 2 · Customer, find the customer and check the Name on the booking.
4. Click Hold this time.

Or click Copy a booking link and paste it into their chat so they can pick a time themselves. The link works for a day.

If something’s not right

• “Start the Booking & Events agent to approve requests — it isn’t running.” Click Start on its card in AI Studio › Agents.
• Every agent slot on your plan is in use. Pause another agent, or move to a plan with more agents.
• A cancelled booking was paid for. Cancelling doesn’t refund it — the message to the customer says you’ll be in touch.
• “Your role can see requests but not decide them.” Ask whoever manages your team.