Qualify, Pay & Schedule workflow
Learn how the Qualify, Pay & Schedule workflow works in Interlinked — a premium service workflow combining lead qualification, deposit collection, and Google Calendar appointment booking.
When to use this workflow
Choose Qualify, Pay & Schedule when you need all three stages: understand the customer, collect a deposit, and book an appointment. This is the most comprehensive service workflow and is ideal for premium services like specialized consultations, personal training packages, wedding planning, or any high-value service where both qualification and upfront payment are required before scheduling.
How the AI handles conversations
- Greet the customer and introduce your services.
- Ask qualification questions — The AI asks your custom questions to understand the customer’s needs.
- Store the answers — Qualification data is saved to the customer’s lead profile.
- Present available time slots — The AI checks your Google Calendar and shows available appointment times.
- Collect the deposit — After the customer selects a time, the AI shares your bank details and asks for the deposit transfer receipt.
- Book the appointment — Only after payment is confirmed does the AI create the Google Calendar event.
Important
The AI strictly follows the sequence: connect → qualify → select time → payment → book. The appointment is not booked until the payment proof is received. This prevents no-show reservations and ensures commitment from the customer.
Custom configuration steps
This workflow has the most custom steps of any workflow:
Qualification questions
Same as Qualify & Schedule — define the questions the AI asks during the qualification phase.
Google Calendar connection
Connect your Google Calendar via Google OAuth for availability checking and event creation.
Calendar settings
- Minimum notice — Minimum hours before an appointment can be booked (default: 24h).
- Maximum notice — Maximum days in advance an appointment can be booked (default: 30 days).
Calendar availability
Set your available days, hours, and date exceptions. The AI only offers slots within your availability that do not conflict with existing calendar events.
Booking rules
- Deposit amount — The fixed amount or percentage the customer must pay as a deposit before the appointment is confirmed.
Bank accounts
Provide your bank details (bank name, account holder, 18-digit CLABE) so the AI can share them when requesting the deposit payment.
What to do next
Continue to the shared steps: Upload your product catalog, Add business context, Connect channels, and Publish and go live.
Related in Interlinked
Connect this documentation topic to the relevant product, workflow, or commercial context.