Bookings — Appointments From Your Chatbot
Bookings
The Bookings page lists every appointment a visitor booked through the chatbot: which appointment type, who booked it, when, and in which calendar. It fills up automatically once Book appointments is switched on. The built-in calendar needs no Google account.
Bookings Table
Each booking is displayed with the following columns:
| Column | Description |
|---|---|
| Chatbot | The chatbot the booking came through |
| Title | Appointment type and, if given, the visitor's name |
| Customer | Visitor's name and email address, if asked. A missing one shows as a dash. Below, if given: phone number, the answers to your extra details and what it is about as a note, for example "Company: Example Ltd". |
| Start | Start date and time |
| End | End date and time |
| Provider | Local (built-in calendar) or Google (Google Calendar) |
| Timezone | Time zone of start and end: the chatbot's, or with Google Calendar the selected calendar's |
| Created | When the booking was made |
You choose what the chatbot asks for in Book appointments.
Actions
- CSV export: Export bookings to CSV (requires a paid plan, see the pricing page). If you tick bookings, only those are exported and the button shows how many, e.g. Export (3). With nothing ticked, you get every booking the table currently shows, with your filters, date range and search applied.
- Bulk delete: Select and remove multiple bookings at once
Besides customer name and email, the CSV file has the columns Phone, Note (what it is about) and Extra Details. Extra Details holds the answers as "Label: answer", several separated by semicolons.
Setup
Switch on the Book appointments card under Dashboard → your assistant → Functions. There, under Where do appointments go?, you also choose whether appointments go to the built-in calendar or to Google Calendar.