AI Appointment Booking Assistant Setup

Service Scope

AI Appointment Booking Assistant Setup is a fixed-scope service for one booking assistant, one existing customer channel, and one existing supported calendar.

Connect an AI assistant to an existing booking journey so customers can understand the appointment options and reach the right booking step.

Review the Existing Booking Rules

We review one existing calendar and up to three appointment types. The client supplies the approved availability, duration, timezone, notice, and cancellation rules.

• 1 existing calendar
• Up to 3 appointment types
• Approved availability and booking rules
• 1 primary language

Prepare the Booking Conversation

We configure one assistant and up to six intake fields. Up to 15 approved FAQ entries explain appointment requirements, preparation, location, or service details.

• 1 booking assistant
• Up to 6 intake fields
• Up to 15 approved FAQ entries
• Up to 15 operating instructions

Connect the Available Booking Action

We connect the assistant to the calendar’s supported booking action. Where direct booking is unavailable, the assistant uses the approved booking link. Rescheduling or cancellation is configured only when supported by the selected native booking feature.

• 1 supported booking connection or booking-link route
• Available appointment confirmation behavior
• Reschedule and cancellation routing where supported
• 1 human escalation destination

Testing and Quality Review

We review the delivered configuration or materials against the approved scope and representative examples.

• Up to 20 booking scenarios
• Availability, timezone, and required-field checks
• Review booking confirmation and human escalation

What's Included

• 1 appointment booking assistant
• 1 existing customer channel
• 1 existing calendar
• Up to 3 appointment types
• Up to 6 intake fields
• Up to 15 approved FAQ entries
• Up to 15 operating instructions
• 1 supported booking connection or booking-link route
• Up to 20 test scenarios
• 1 handoff session of up to 60 minutes
• 1 consolidated correction round
• 14 calendar days of setup support

Client Requirements

Before work begins, the client must provide the information, access, and approvals required for the selected service.

• Final approved business information, source material, and required wording
• Permission to use the supplied material and appropriate access to the selected accounts
• A named business owner for approvals and consolidated feedback
• A working supported calendar and approved availability
• Access to the selected assistant platform and customer channel
• Appointment types, intake questions, and booking policies
• A named owner for booking issues and escalations

Delivery and Revisions

Standard delivery is 7–10 business days after all required content, access, account capabilities, and approvals are received. External account, carrier, or vendor approval delays are outside this delivery window.

One consolidated correction round is included. Corrections cover the approved role, sources, and quantities. New use cases, changed requirements, additional integrations, or replacement source material are separately scoped.

The package includes 14 calendar days of setup support after client acceptance for questions and minor corrections within the delivered scope. This support does not include continuous monitoring or new functionality.

Important Scope Boundaries

The following items are not included unless specifically stated:

• A new scheduling platform or complex staff-availability architecture
• Payment collection or payment-platform setup
• Multiple calendars, locations, channels, or custom calendar APIs
• Software subscriptions, AI model or API usage, hosting, telephony, and paid connector fees
• Additional languages, channels, sources, or work beyond the stated quantities
• Ongoing monitoring, maintenance, or content updates after the included support period

AI-generated answers, classifications, and extracted information may be incorrect. The client’s responsible team member reviews outputs and approves sensitive actions. This service does not promise error-free or fully autonomous operation.