Enable calendar booking

Calendar Booking is one of IperChat’s skills. When enabled, the agent can:

• Check availability across a date range.
• Book a slot with the customer’s details.
• Cancel an existing booking.
• Answer questions about hours, service types, and booking rules.

Once configured, phrases like “I’d like an appointment Thursday afternoon” become concrete actions: the agent suggests free slots, collects customer details, and confirms the booking.

Activation

From the ops panel:

1. Open “My Tenant” (side menu → Manage group).
2. Expand the “Skills” section.
3. Find Calendar Booking and enable the toggle (the skill is marked as Experimental). The related permissions are assigned automatically.

Where to manage the calendar

Once the skill is activated, the “Calendar” entry appears in the sidebar (Manage group). The page has two tabs:

• Slots — available/booked/cancelled slots, with filters and bulk actions.
• Configuration — opening hours, slot duration, services offered, and booking policies.

Configuration

Under the Configuration tab you’ll find:

Opening hours

Define hours day by day (Monday → Sunday). For each day, choose Open and Close, or leave the day closed.

Slot duration and services

• Slot duration (minutes) — e.g. 30. The system uses this duration when generating slots automatically.
• Available services — list of appointment types you offer (e.g. Initial consultation, Follow-up visit, 60 min session). Use “Add service” to add more. Every booking must be associated with a service type.

Minimum notice and maximum booking

• Minimum notice (hours) — e.g. 2. Prevents someone from booking “in 5 minutes”.
• Maximum booking (days) — e.g. 30. Caps the booking window.

Notifications

• Booking notification emails — can be configured either here or in My Tenant (shared list).

Click “Save configuration” to apply.

Managing slots

Under the Slots tab:

• Add single slot — create a one-off slot (date, start/end time, service type).
• Add slot list — bulk-generate slots between two dates, with a “Skip existing slots” option to avoid duplicates.
• Delete unbooked slots — bulk-remove available or cancelled slots (booked slots are left untouched).

Each slot has a status of Available, Booked, or Cancelled. From the actions menu you can Edit, Cancel booking, Restore, or Delete the slot. Cancelling a booking sends a notification email to the customer.

Customer experience

Here’s a typical conversation:

Customer: I’d like to book a consultation for next week. Agent: Sure. I have availability Tuesday the 28th at 10:00, 11:00, or 15:30, and Wednesday the 29th at 9:00. Which do you prefer? Customer: Tuesday at 11. Agent: To confirm I need your email and phone. Customer: jane.doe@example.com, +1 555 123 4567 Agent: Perfect. I’ve booked Tuesday April 28th at 11:00 for Jane Doe. You’ll receive a confirmation email. Anything else?

Sync with Google Calendar / Outlook

Automatic two-way sync isn’t available yet. In the meantime, the most practical way to stay up to date is to enable email/SMS notifications under Skills → Calendar in My Tenant: you’ll get an alert for every new booking.

Cancelling and rescheduling

The customer can cancel a booking by talking to the agent. To reschedule, they must cancel and re-book. From the panel, you as an operator can Cancel booking or Edit/Delete the slot directly from the Slots tab.