Calendar Booking Stage

The Calendar Booking stage integrates appointment scheduling into your voice agent. Callers can check availability, book, cancel, or reschedule appointments.

Overview

Calendar Booking nodes connect to your calendar system to:

Check available time slots
Book new appointments
Cancel existing bookings
Reschedule appointments
Look up appointment details

Calendar Booking nodes are colored green with purple accents and are inherently global (available throughout the flow).

Configuration

Enabled Operations

Select which calendar operations this node can perform:

Operation	Description
`check_availability`	Find available time slots
`book`	Create a new appointment
`cancel`	Cancel an existing appointment
`update`	Reschedule an appointment
`find`	Look up an existing appointment

Enable only the operations needed for your use case.

Duration

Appointment length in minutes (15-480).

Duration: 30  # 30-minute appointments

Appointment Type

Label for the type of appointment:

Appointment Type: "Consultation"
# or
Appointment Type: "Demo Call"
# or
Appointment Type: "Support Session"

Confirmation Settings

Setting	Description
Require Confirmation	Ask caller to confirm before booking
Auto Check Availability	Automatically check slots before offering times
Days to Check	How far ahead to look (1-90 days)

Business Hours

Define when appointments can be scheduled:

Business Hours:
  Start: "09:00"
  End: "17:00"

Messages

Message	When Used
Success Message	Booking completed successfully
Failure Message	Booking could not be completed

Transitions

Calendar Booking nodes have operation-specific transitions:

Transition	Trigger
`BOOKING_SUCCESS`	Appointment booked successfully
`BOOKING_FAILED`	Booking operation failed
`SLOT_AVAILABLE`	Available slots found
`SLOT_UNAVAILABLE`	No slots available
`APPOINTMENT_FOUND`	Existing appointment located
`APPOINTMENT_NOT_FOUND`	No matching appointment

Example Configurations

Simple Booking Flow

Operations: [check_availability, book]
Duration: 30 minutes
Type: "Consultation"
Require Confirmation: true
Auto Check: true
Days to Check: 14
Business Hours: 09:00 - 17:00

Success Message: |
  Your appointment is confirmed for {{appointment_time}}.
  You'll receive a confirmation email shortly.

Failure Message: |
  I'm sorry, I couldn't complete the booking.
  Would you like to try a different time?

Transitions:
  - BOOKING_SUCCESS → End Call (Success)
  - BOOKING_FAILED → Conversation (Retry)
  - SLOT_UNAVAILABLE → Conversation (Alternatives)

Full Calendar Management

Operations: [check_availability, book, cancel, update, find]
Duration: 60 minutes
Type: "Service Appointment"
Require Confirmation: true
Auto Check: true
Days to Check: 30
Business Hours: 08:00 - 18:00

Success Message: |
  Done! Your appointment details have been updated.

Failure Message: |
  I encountered an issue. Let me connect you with
  our scheduling team.

Transitions:
  - BOOKING_SUCCESS → Confirmation Node
  - BOOKING_FAILED → Human Transfer
  - APPOINTMENT_NOT_FOUND → Data Extraction (get details)

Availability Check Only

Operations: [check_availability]
Duration: 45 minutes
Days to Check: 7
Business Hours: 10:00 - 16:00

Transitions:
  - SLOT_AVAILABLE → Data Extraction (collect info)
  - SLOT_UNAVAILABLE → Conversation (offer callback)

Conversation Flow Example

Here’s how a typical booking conversation flows:

Agent: "I can help you schedule an appointment. What day works best for you?"
Caller: "How about next Tuesday?"
Agent: "Let me check availability for Tuesday... I have openings at 10 AM,
        2 PM, and 4 PM. Which would you prefer?"
Caller: "2 PM works"
Agent: "Great! I have you down for Tuesday at 2 PM for a 30-minute
        consultation. Should I confirm this booking?"
Caller: "Yes, please"
Agent: "Your appointment is confirmed for Tuesday, January 15th at 2 PM.
        You'll receive a confirmation email shortly. Is there anything else?"

Integrating with Data Extraction

Combine Calendar Booking with Data Extraction for complete flows:

┌─────────────────┐
│  Data Extract   │
│  - name         │
│  - email        │
│  - date pref    │
└────────┬────────┘
         │ all_extracted
         ▼
┌─────────────────┐
│Calendar Booking │
│  check & book   │
└────────┬────────┘
         │ BOOKING_SUCCESS
         ▼
┌─────────────────┐
│    End Call     │
│  Confirmation   │
└─────────────────┘

Best Practices

Confirm Before Booking

Always enable confirmation to prevent accidental bookings.

Offer Alternatives

When preferred times aren’t available, suggest 2-3 alternatives.

Set Realistic Windows

Don’t offer times too far in advance. 2 weeks is usually sufficient.

Handle Failures

Always have a fallback path for booking failures (human transfer or callback).

Data Extraction

Collect customer info before booking

Transitions

Handle booking outcomes

End Call

Confirm successful bookings

Getting Started

Agent Builder

Agent Configuration

Test Agent

Publish

Calendar Booking Stage

Overview

Configuration

Enabled Operations

Duration

Appointment Type

Confirmation Settings

Business Hours

Messages

Transitions

Example Configurations

Conversation Flow Example

Integrating with Data Extraction

Best Practices

Confirm Before Booking

Offer Alternatives

Set Realistic Windows

Handle Failures

Data Extraction

Transitions

End Call

​Overview

​Configuration

​Enabled Operations

​Duration

​Appointment Type

​Confirmation Settings

​Business Hours

​Messages

​Transitions

​Example Configurations

​Conversation Flow Example

​Integrating with Data Extraction

​Best Practices

Confirm Before Booking

Offer Alternatives

Set Realistic Windows

Handle Failures

​Related

Data Extraction

Transitions

End Call

Overview

Configuration

Enabled Operations

Duration

Appointment Type

Confirmation Settings

Business Hours

Messages

Transitions

Example Configurations

Conversation Flow Example

Integrating with Data Extraction

Best Practices

Related