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Multi-Calendar Booking

Multi-Calendar Booking: Book Appointments Across Multiple Calendars

Multi-calendar booking allows your AI assistant to schedule appointments for different services or team members—all through a single conversation. This is especially valuable for property managers, service businesses, and any team juggling multiple appointment types or staff calendars.


What Is Multi-Calendar Booking?

Multi-calendar booking lets your assistant:

  • Offer clients options to book with various team members or for different appointment types (like a property showing and an applications clerk in the same call or chat)

  • Reference and update each calendar individually, handling rescheduling and cancellations across multiple services

šŸ”„ Tip: Your AI can book, reschedule, or cancel across calendars—making complex scheduling easy for your clients and your team.


How to Set Up Multi-Calendar Booking

1. Prepare Your Assistant & Prompts

  • Create or update your assistant in the builder.

  • In your prompt, clearly list all booking options you want the AI to offer (e.g., ā€œWould you like to book a property showing or a session with the applications clerk?ā€).

  • Click on Add Snippet (top right hand-side of the main prompt editor) and click on calendar matrix.

2. Create & Gather Calendar IDs

  • Navigate to your calendar section and create all needed calendars (e.g., ā€œProperty Showing Calendarā€ and ā€œApplications Clerk Calendarā€).

  • After creation, copy the unique ID for each calendar—these IDs are crucial for mapping requests to the right calendar.

šŸ’”Tip: These IDs can also be found in the AI Builder Calendar Selector

3. Connect Calendars to the Assistant

  • In your assistant builder, go to the calendar section and add each calendar by its ID.

  • Resync and confirm each calendar is correctly connected.

  • If the system only shows one calendar selected at a time, know that the AI can still reference multiple calendars by their IDs within its prompt.

4. Add User Detail Collection (Recommended)

  • Ensure your prompt or flow includes updating the client’s name, email, and phone as they are shared during booking.

  • This ensures each appointment has accurate contact information and improves reliability.

5. Add Calendar Management Tools

  • At minimum you will need the Check Availability and Book Appointment Tools.

  • To also handle rebooking and rescheduling seamlessly add all Calendar Management Tools.


Testing Multi-Calendar Booking

  • Initiate a test conversation and try booking with different calendars.

  • Have the assistant handle multiple appointments and a cancellation or reschedule to ensure everything works as expected.

šŸ’” Pro Tip: If you ever need to adjust calendar options or add new services, simply update the prompt and connect the new calendar ID.

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