Enabling appointment booking on your agent

Enable appointments

1. Go to your agent's Appointments page (or Duties page).

2. Toggle Enable Appointments on.

Connect a calendar

On the same page, you will see the Calendar Integration section:

Google Calendar

1. Click Connect Google Calendar.

2. Complete the Google OAuth flow.

3. Once connected, your email and calendar appear in the integration section.

Microsoft Outlook

1. Click Connect Microsoft Outlook.

2. Complete the Microsoft OAuth flow.

3. Your Outlook calendar is linked for availability checks.

Connected state

When a calendar is connected, you will see:

• The connected email address

• A Disconnect button to remove the integration

Without a calendar

If appointments are enabled but no calendar is connected:

• The agent overview shows a "Calendar not connected" urgency alert

• The appointments page shows a placeholder availability warning

• The agent will still attempt to book but cannot verify real availability

Testing

After connecting, make a test call and ask to book an appointment. Verify:

• The agent offers real available slots from your calendar

• The booking appears in your calendar app

• The appointment shows up on the Appointments page