Calendar and scheduling NEEDS VALIDATION

Calendar overview

Understand the current Interlinked Calendar, its appointment views, business-hours controls, exceptions, and Google Calendar connection.

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NEEDS VALIDATION

This page includes product areas with mixed maturity or conditional behavior. Verify the current UI and tenant state before using it as external operating guidance.

What Calendar is for

Open Calendar in the Operations section to review appointments, availability, business hours, and booking exceptions. Appointments created through supported customer journeys appear here alongside the information your team needs to follow up.

The Calendar toolbar currently includes:

  • Month, Week, and Day views;
  • Today and previous/next navigation;
  • Business Hours and Full Day display modes;
  • Refresh calendar;
  • Configure Business Hours; and
  • Exceptions.

Screenshot: Calendar page showing the Month, Week, and Day views, Business Hours toggle, Configure Business Hours, and Exceptions controls

When Calendar can book

Calendar tools are used by appointment-capable service workflows such as Qualify & Schedule, Qualify, Pay & Schedule, Free Appointment, and Paid Appointment. A service workflow can also offer quotes, direct purchases, or human conversations without using appointment booking.

Before an agent can offer times, the relevant service, calendar connection, business hours, and any required payment or qualification settings must be ready. The agent readiness card is the best place to see which dependency is missing.

How availability is determined

The agent considers:

  1. your regular business hours;
  2. date or time exceptions;
  3. existing events in the connected Google Calendar; and
  4. the service’s duration, attendance method, location, or other requirements.

Only times that pass the relevant checks should be offered. Read How AI booking works for the customer conversation and Google Calendar connection for the connection itself.

Calendar and the service catalog

The Services area describes what customers can book, request, buy, or discuss. Calendar describes when an appointment can happen. Keep the service’s duration, attendance method, location, payment choice, and calendar dependency consistent with the schedule.

Read Create and configure a service before expecting a new service to appear as a reliable booking option.

Select Exceptions from the Calendar toolbar to manage single-day, date-range, or recurring blocks. Select a scheduled appointment to open its details and, when available, the linked CRM conversation or Google Calendar event.

Private events appear as Busy without private titles or notes. This is expected; read Privacy and busy events.

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