Calendar and scheduling

Appointment details

Learn what information is shown when you click on an appointment in the Interlinked Calendar — customer details, booking context, conversation links, and Google Calendar integration.

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Viewing an appointment

When you click on a scheduled appointment on the Calendar, a details modal opens with comprehensive information about the booking. This gives you everything you need to prepare for the meeting without leaving the calendar.

Screenshot: Appointment details modal showing customer information, date, duration, and booking context

Information shown in the modal

The appointment details modal includes the following information:

Customer email

The email address the customer provided during the booking conversation. This is the email where the appointment confirmation was sent.

If you click on the email address, your default email client opens so you can send a message to the customer directly.

Appointment date

The full date and time of the scheduled appointment, displayed in your configured timezone.

Appointment duration

The length of the appointment. This helps you understand how much time to allocate for the meeting.

Appointment notes and context

This section contains the context the AI gathered during the booking conversation. It typically includes:

  • That it was booked with AI — A label indicating the appointment was created through an automated conversation, not manually.
  • Customer name — The name the customer provided during the conversation.
  • Appointment purpose — What the customer wants to discuss or the type of service they are interested in.
  • Relevant conversation details — Key information from the conversation that helps you prepare, such as the customer’s specific needs, questions they asked, or preferences they mentioned.

Tip

The appointment context is especially valuable when using a qualification workflow. All the qualification answers the customer provided are included in the appointment details, so you can review them before the meeting starts.

Qualification data (when applicable)

If the appointment was created through a Qualify & Schedule or Qualify, Pay & Schedule workflow, the modal also shows the answers to your custom qualification questions. This allows you to review the customer’s profile and prepare accordingly before the meeting.

Actions in the modal

The appointment details modal includes two important action buttons:

Open in Google Calendar

This button opens the appointment event directly in your connected Google Calendar. Use it when you need to:

  • View the full calendar event details
  • Edit the event time or duration in Google Calendar
  • Add notes or attachments to the event
  • Share the event with colleagues

Open the lead conversation

This button takes you to the original lead conversation in the Interlinked CRM — the Instagram, Facebook, or WhatsApp conversation where the appointment was scheduled.

This is useful when you want to:

  • Review the full conversation history with the customer
  • See exactly what the customer said during the booking process
  • Follow up with the customer through the same messaging channel
  • Check any additional context from the conversation

Note

Each appointment is linked to a specific conversation on a specific channel. The lead conversation button takes you directly to that conversation in the CRM, preserving the full history of the interaction.

Busy events

If you click on an event labeled Busy on the calendar, nothing happens. No modal opens and no details are shown.

This is expected behavior. Busy events are private events from your connected Google Calendar that Interlinked intentionally does not expose. See Privacy and busy events for a full explanation.

Important

Busy events are not broken or missing appointments. They are personal Google Calendar events that are displayed without details to protect the calendar owner's privacy. If you see a Busy event and wonder what it is, check your Google Calendar directly.

What the appointment looks like in Google Calendar

When the AI books an appointment, it creates a Google Calendar event that includes:

  • The customer’s name in the event title
  • The customer’s email as an attendee
  • A description containing the conversation context, appointment purpose, and qualification data (if applicable)
  • The correct date, time, and duration

Both the business owner and the customer receive email notifications from Google Calendar when the event is created.

What to do next

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