Calendar & Booking
Calendar & Booking controls whether your agent can check availability and create confirmed appointments.
Two separate controls
Section titled “Two separate controls”- Availability checking allows your agent to offer current appointment options.
- Confirmed booking allows an agreed option to be written as an appointment.
Enable only the capability you are ready to support.
Recommended setup order
Section titled “Recommended setup order”- Confirm the business timezone before reviewing any time.
- Connect and verify the intended calendar.
- Define the availability callers may use.
- Turn on availability checking and test several date requests.
- Turn on confirmed booking only after the offered times are correct.
- Complete a real booking and verify the resulting calendar entry.
Turning availability checking Off prevents new availability lookups. Turning confirmed booking Off prevents new appointments from being created. Neither setting should be treated as a substitute for disconnecting or deleting an external calendar.
Information needed for a booking
Section titled “Information needed for a booking”A booking requires the caller name and callback information. Additional intake details may appear when they are supported and enabled for your setup.
Ask only for details the team needs to prepare for the appointment. Keep qualification questions focused on caller fit rather than duplicating booking intake.
Fresh availability
Section titled “Fresh availability”Availability can change. Your agent checks current availability before completing a booking. If an option is no longer open, the caller should be offered another valid choice rather than receiving a false confirmation.
Verify the result
Section titled “Verify the result”Use a real call to select an offered time. Confirm the appointment in the authoritative calendar and in Agent Center. Spoken agreement is not proof that the write completed.
Open Appointments to review the calendar-wide list of confirmed RevSystems Calendar bookings. A booking created during a voice-agent call can also remain visible in Inbox.
Calendar & Booking is the only Agent Center section that should control appointment availability and booking behavior. Keep qualification criteria focused on caller fit, then reference booking as an outcome only when this section is ready.
For setup and testing steps, see Prepare appointment booking.