Optni AIHelp guides

Calendar and bookings

Book an appointment yourself

Staff bookings use the same live times Ava and Max offer, so nobody double-books. Max texts the customer a confirmation and reminders.

Who can do this: Everyone.

Steps

  1. Step 1: In Calendar, select New appointment.

    The calendar with the New appointment button ringed.

  2. Step 2: Choose the location and the booking type, then select Next.

    Leave the provider on First available, or pick one.

    The first step of the booking dialog with a booking type selected.

  3. Step 3: Pick a time, then select the time button to continue.

    Times come from the providers' hours and calendars, in the location's time zone. Use the arrows to see other weeks.

    Live time slots with one selected.

  4. Step 4: Search for the customer, or select New to add one.

    For a new customer, enter their name and mobile number.

    The customer step with a search and matching contacts.

  5. Step 5: Check the summary and select Book appointment.

    Max sends the confirmation, then reminders 24 hours and 2 hours before (not during quiet hours).

    The confirm step listing customer, booking, time and provider, with the Book button ringed.

Good to know

  • Times respect each provider's weekly hours, the minimum notice, how far ahead people can book and the buffer after each booking.
  • If someone else takes the time while you're choosing, you're sent back to pick another. See When a time is taken.
  • You can also book from a contact's page.