Start with the service
Configure whether the service can be booked, its confirmed duration and the branches where it is available.
AI appointment scheduling for service businesses
Customers ask for appointments in conversation: 'Tomorrow afternoon', 'With my usual trainer', or 'At the city branch'. Connectail helps gather the service and preferences, then uses the booking information your business has configured. A requested time becomes a confirmed appointment only after the required checks.
Prepare bookable services, confirmed durations, working hours and relevant staff assignments. Messaging channels and additional branches depend on your plan and account eligibility.
Built around the enquiry
Configure whether the service can be booked, its confirmed duration and the branches where it is available.
Prepare branch working hours, eligible staff and service assignments so appointment options reflect your setup.
Review appointment requests and conversations when the customer needs a specific arrangement or a service is not ready for automated booking.
Questions to prepare for
A chatbot reply saying 'yes' is not enough. Your booking setup determines which appointment can be offered.
Information to prepare: The requested service, branch hours and configured availability.
Your team's next step: Offer an eligible option and complete the required customer confirmation.
Information to prepare: That person's active service and branch assignments and available schedule.
Your team's next step: Check the requested person or ask whether another eligible person is acceptable.
Information to prepare: The current request, the new preference and any applicable business rules.
Your team's next step: Recheck the details and availability instead of assuming the earlier option remains valid.
A practical start
Mark the intended services as bookable and confirm their durations. Add branch hours and service availability.
Assign eligible staff to the appropriate services and branches. Review their working availability and booking configuration.
Try an available time, an unavailable time and a changed preference. Check the saved result and customer confirmation before using the live channel.
Before you begin
Connectail supports appointment workflows on eligible connected channels, including WhatsApp when included in your plan. The service, branch, staff and availability setup still determine whether the booking can proceed.
A request records what the customer would like. A confirmed appointment must pass the required service, availability, customer-detail and confirmation checks. Do not count the illustrative example here as a booking.
These are relevant service-business workflows when the business prepares the correct services and schedules. For a clinic, keep the assistant focused on administrative enquiries and appointment details, with clinical questions handled by qualified staff.
Complete the service's booking setup first. A customer can still have an enquiry, but the assistant should not assume a duration or invent an available appointment.
This page describes Connectail's configured appointment workflow. Verify any external calendar integration or payment requirement separately; neither is promised by this page.
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Start with your own business information
Test a response and review the captured context before connecting live customer channels.
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