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 from the Channels area and approve the calendar permissions shown by Google.
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 a product catalog, Add business context, Connect channels, and Finish onboarding.
Related in Interlinked
Connect this documentation topic to the relevant product, workflow, or commercial context.