Integrating your Booking Calendar with Chatbots and Routing Forms streamlines scheduling by asking relevant screening questions to qualify leads before committing your time and resources.
Benefits of Using Booking Calendars with Chatbots and Routing Forms:
Lead Qualification: Ask tailored questions to identify the client’s needs and route them to the appropriate Booking Calendar for scheduling.
Streamlined Scheduling Experience: Clients can book appointments directly within the Chatbot or Routing Form, reducing friction and improving convenience.
Setting Up Booking Calendars in Chatbots
Click Chatbots in the left-hand menu.
Select the Chatbot you want to edit.
In the right-hand menu, scroll down to Booking Calendar Action.
Drag the Booking Calendar Action into your Chatbot workflow.
Use the Select a booking calendar dropdown to choose the desired calendar.
Click Save.
Setting Up Booking Calendars in Routing Forms
Click Routing Forms in the left-hand menu.
Select the Routing Form you want to edit.
In the right-hand menu, scroll down to Booking Calendar Action.
Drag the Booking Calendar Action into your Routing Form workflow.
Use the Select a booking calendar dropdown to choose the desired calendar.
Click on Save.