Calendar booking
Turn on booking so the AI chatbot books, reschedules and cancels in Google Calendar or Outlook from chat, and set each booking's hours, length and details.
What this does
With Google Calendar or an Outlook calendar connected to Small Business Chatbot and booking turned on, the AI chatbot checks your free times during a chat, offers slots, and books, reschedules or cancels appointments in that calendar. The settings on this panel apply to its bookings and to your public booking page.
Connecting the calendar, Google Meet and Microsoft Teams links, the public booking page and disconnecting are in Google Calendar and Outlook.
Turn on booking in chat
- Open the panel
In the app, open Chat Widget › Calendar Booking. Until a calendar is connected, the panel shows Connect Your Calendar.
- Connect your calendar
Under Connect Your Calendar, click Connect Calendar and sign in with your Google or Microsoft account. Google Calendar and Outlook covers the sign-in. When you finish, the panel shows your booking settings.
- Turn on booking in chat
Under the booking page card, tick the box beside Turn on calendar booking for the chat agent. The label next to it changes to Active. This switch saves on its own. Booking in chat starts when this box is ticked.
Chat Widget › Calendar Booking, October 2026 - Save your settings
In the panel's sections, change the settings you need. At the bottom of the panel, click Save Changes. The panel shows Settings saved.
Settings
Meeting Messaging
| Field | What it does | Default |
|---|---|---|
| Default Meeting Title | The title of each booked meeting | Empty |
| Default Meeting Description | The meeting's description. Left empty, the AI writes one. | Empty |
| Default Location | A meeting link or address added to every meeting | Empty |
With Google Calendar connected, the panel also shows Add Google Meet location, which adds a new Google Meet link to each meeting. With an Outlook calendar, the button is Add Microsoft Teams location. Add Google Meet or Microsoft Teams links has the steps.
Availability Defaults
| Field | What it does | Default |
|---|---|---|
| Timezone | The time zone for your hours | America/Toronto |
| Availability start time and Availability end time | The daily window the chatbot offers times in | 9:00 AM to 5:00 PM |
| Available Days | The days the chatbot offers. Pick at least one. | Monday to Friday |
| Appointment Duration | 15 to 180 minutes, in 15-minute steps | 30 minutes |
| Buffer before meetings (minutes) and Buffer after meetings (minutes) | Time blocked around each meeting, 0 to 240 in steps of 5 | 0 |
| Number of calendar slots the AI will suggest | How many times the chatbot offers at once | 3 |
The chatbot offers only times inside these hours that are free in your calendar.
Booking Requirements
| Field | What it does | Default |
|---|---|---|
| Collect name | Shows a name field on the booking page. Require name before booking makes it required. | On, required |
| Require email? | Makes email required on the booking page and in chat | Off |
| Collect phone | Shows a phone field and passes the number to the CRM and appointment workflows. Require phone before booking makes it required. | Off |
| Require location? | The chatbot asks for a meeting location before it confirms. Available when no default location or video link is set. | Off |
Turn on Require email? if you send confirmations or reminders by email. Calendar invitations and workflow emails go to the email address the visitor gives.
Booking Window
| Field | What it does | Default |
|---|---|---|
| Minimum booking notice | The shortest time between now and a meeting's start, in days, hours and minutes | 1 day |
| Maximum booking horizon (days) | How far ahead someone can book, 1 to 730 days | 60 |
Booking Page Appearance
Button color and Outline and link color set the booking page's buttons and outlines. Reset colours returns both to #006BFF.
Workflow Integrations
Four buttons create email workflows as drafts: Create Booking confirmation, Create 24-hour reminder (24 hours before, 1 hour before and 1 day after), Create Internal notification and Create Cancellation follow-up. Nothing sends until you publish the draft in Workflows.
Booking Availability
Invitee rescheduling and cancellation turns on or off the secure links that let people who booked reschedule or cancel. It is on by default.
Disconnect calendar
The last card resets the connection. Disconnect or switch accounts covers what it removes and what it keeps.
Booking links on phone calls
With Allow voice agent to send consultation link on under Voice Agent › Settings, the AI receptionist can offer to text a caller your booking link during the call. Bookings made on your booking page follow the settings above. Greeting and call rules covers the setting.
If something goes wrong
| What you see | Why | What to do |
|---|---|---|
| Save Changes is greyed out | No day is ticked, or a buffer isn't 0 to 240 in steps of 5. | Tick at least one day and fix the buffer. |
| We could not save changes. Try again. | The save didn't reach the server. | Click Save Changes again. |
| Unable to update calendar tool settings. Please try again. | The booking switch didn't save. | Tick the box again. |