Calendar and scheduling
Calendar — important notes and behaviors
A reference page of important Calendar behaviors in Interlinked — auto-refresh timing, exception effects on booked appointments, color indicators, privacy rules, and key distinctions to remember.
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Availability and display
- The Calendar is only available for supported Service workflows: Qualify & Schedule, Qualify, Pay & Schedule, Free Appointment, and Paid Appointment.
- The Calendar is not used for Qualify & Transfer or Handoff to Human. These workflows do not involve appointment scheduling.
- The calendar icon only appears in the panel sidebar when a calendar-based workflow is selected.
Views and display modes
- The Calendar supports Month, Week, and Day views. You can switch between them at any time.
- The Calendar offers two display modes: Business hours (shows only your configured working hours) and Full day (shows the full 24-hour day).
- In Business hours mode, appointments scheduled outside your configured hours are hidden from view — they still exist, but are not displayed.
- In Full day mode, private Google Calendar events appear as Busy with no details shown.
Auto-refresh
- The Calendar auto-refreshes every 60 seconds. New appointments appear automatically within one minute of being booked.
- A manual refresh button is available if you need to see updates immediately.
Exceptions and existing appointments
- Booking exceptions can cancel already-booked appointments if those appointments fall inside a newly blocked time.
- When an exception cancels an existing appointment, the affected customer receives a cancellation email.
- If a reason was added to the exception, that reason is included in the cancellation email sent to the customer.
- Always check for existing appointments before creating exceptions on dates that already have bookings.
Color indicators
- A fully blocked day (entire day exception) is shown in red on the calendar.
- A partially blocked day (time-range exception) is shown in yellow on the calendar.
- These colors appear consistently across month, week, and day views.
- Clicking a red or yellow day opens a right-side drawer with more controls, exception details, and the option to edit or remove the block.
Day drawer behavior
- The drawer for a red (fully blocked) day lets you remove the block or convert it to a partial-day block.
- The drawer for a yellow (partially blocked) day lets you block the full day or edit the override hours. It also shows the effective hours — the remaining available time after the block is applied.
Business hours
- Business hours define your regular weekly schedule and can be configured from both the Calendar screen (gear icon) and the setup wizard (Calendar availability step).
- Each day of the week can be configured independently — turned on/off, single time range, or multiple time ranges.
- Business hours and exceptions are separate systems that work together. Business hours define the weekly schedule; exceptions override specific dates.
Appointments
- Clicking a scheduled appointment opens a details modal with customer email, date, duration, notes, and conversation context.
- The modal includes buttons to open the event in Google Calendar and to open the lead conversation in the Interlinked CRM.
- Clicking a Busy event does nothing — this is expected behavior, as private Google Calendar details are never exposed.
Privacy
- Private Google Calendar events always appear as Busy, regardless of the display mode.
- No event title, personal notes, attendee names, or other private information is ever shown to other Interlinked users.
- This is a privacy feature, not missing data. Check your Google Calendar directly if you need to see the details of a Busy event.
Google Calendar connection
- A Google Calendar connection is required for all calendar-based workflows.
- The connection can be managed from the setup wizard (Calendar connection step) or from Connect Channels in AI Config.
- Disconnecting removes the authorization token and revokes Interlinked access. Existing events on Google Calendar are not deleted.
- Reconnecting refreshes the authorization and restores full functionality.
AI booking behavior
- The AI understands natural language dates such as “tomorrow”, “next Monday”, or “Christmas”.
- The AI checks business hours, exceptions, and existing Google Calendar events before offering time slots.
- In workflows that require payment, the appointment is not booked until payment proof is received. The time slot remains available to other customers until payment is confirmed.
- The AI can answer service questions and discuss products during the booking conversation — booking is not limited to pure date selection.
Tip
Bookmark this page as a quick reference. It summarizes the most important Calendar behaviors in one place without the detailed explanations found in the individual articles.
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