Appointment booking chatbot launch checklist

Appointment type: {{service_name}}
Booking goal: {{new_booking | reschedule | cancellation | qualification_only}}
Required customer details: {{name}}, {{preferred_day}}, {{preferred_time}}, {{service_notes}}
Staff review needed when: {{handoff_condition}}

Do not start with copy. Start with the operational job the chatbot should complete.

Ask only what the team needs to book or route the appointment:
1. What service do you need?
2. What day and time window works best?
3. Is there anything the team should know before confirming?
4. Do you want the next available time or a specific provider?

Keep qualification short. Long intake forms increase drop-off and make handoff harder.

Calendar checks:
- Business hours are configured.
- Blocked days and exceptions are configured.
- Appointment duration is clear.
- The chatbot can explain when no matching time is available.
- Confirmation copy does not promise a time before the booking is actually created or approved.

For Interlinked, connect the workflow to Google Calendar and validate the calendar rules in setup.

Route to the team when:
- The customer asks for an unavailable time.
- The request contains medical, legal, financial, or sensitive context.
- The service requires staff approval.
- The customer is angry, confused, or asking for an exception.
- The chatbot is unsure which service or duration applies.

Manual review should preserve the conversation context, preferred time, and customer notes.