Prepare appointment booking
Prepare booking as a complete action before using it in a qualification outcome.
Configure the booking section
Section titled “Configure the booking section”Open Calendar & Booking. Confirm the business timezone and intended availability. Enable availability checking first, then confirmed booking when you are ready for real appointments.
Test the caller path
Section titled “Test the caller path”A dependable test should:
- ask for a day or time range;
- hear current options;
- select one of those options;
- provide the required name and callback information;
- clearly confirm the final choice.
If the selected time changes, the current availability should be checked before the appointment completes.
Verify the appointment
Section titled “Verify the appointment”After the call, confirm the entry in the authoritative calendar and Agent Center. The caller’s agreement or a spoken confirmation is not enough by itself.
Add booking to an outcome
Section titled “Add booking to an outcome”Only after the standalone booking test succeeds should you add Book an appointment to a qualified or not-qualified action order. Then test that full qualification-to-booking path separately.
If the action does not complete, use Booking did not complete.