The Booking action tells your agent that you want it to conversationally book an appointment at this point in the job flow.

When using the conversational booking action, you can choose to select a calendar to book to within your connected source(s) by name or by calendar ID. To see more about using the calendar ID as a way to dynamically book to different calendars, see this article HERE.

Remember, one CloseBot agent can work for unlimited connected sources of the same source type. For example, if this is a HighLevel type job flow, you can connect multiple HighLevel accounts to the same agent with this job flow. In this case, the first source you connect becomes the master. Calendar names from the master source will appear in the dropdown. Any additional connected source must have a calendar of the same name for the booking action to work.

You can also choose to book to a calendar based on calendar ID. This calendar ID is provided by your source's calendar (found within the source CRM). This can be either a hard-typed value or a variable.

The short description should be... short. It should include what kind of appointment it is and what the duration is. It shouldn't include any more details than that.

Any additional information that you feel your agent should know about only while working on this booking can be included here.

Conversational booking prioritizes contact timezone if the contact in your source has a timezone set. If they do not have a timezone set, it falls back to use your source timezone. If this is a local business without bookings that need to be dynamic depending on timezone, nothing else needs to be done for the agent to book accurately. However, if contacts can book from timezones different from your source timezone, remember to add an objective prior to the booking action to collect and update contact timezone. Learn more about objectives HERE.

By default, conversational appointment rescheduling is disabled. If you would like to turn it on, navigate to the job flow settings and enable conversational rescheduling. With this enabled, the Agent will be able to conversationally reschedule any appointments it finds for the contact, even ones not originally scheduled by the Agent itself.

For troubleshooting calendar booking issues, make sure to check out this helpful troubleshooting article HERE. There are small changes you can make to drastically improve conversational booking performance.

Conversational booking is one of the amazing use cases of CloseBot that should not be overlooked. The ability to have AI qualify leads and book qualified leads to your calendar is a massive help for any small business or a large business looking to scale 📈