Appointment Setting at Scale
Turn inbound intent into booked appointments with fast routing, reminders, and a clean handoff to your team.
Service businesses, clinics, home services, and any team that lives on the calendar
More bookings from the same traffic
Speed + structure captures intent before it cools
Less manual scheduling back-and-forth
AI offers slots and confirms details automatically
Fewer no-shows and empty calendar blocks
Automated reminders and re-engagement
Clear ROI on marketing channels
Source → booking → revenue attribution
What's included
- Instant lead capture from calls, forms, chat widget, and messaging
- Structured qualification flows confirm fit, urgency, and service area
- Google Calendar integration offers real availability and books directly
- Round-robin or roster-based routing to the right rep or location
- Automated SMS and email confirmations with calendar links
- Reminder sequences reduce no-shows and last-minute cancellations
- Re-engagement automations for leads who drop mid-booking
- After-hours AI voice captures intent and schedules next-day slots
- Full CRM timeline shows every touch before the appointment
- Source and campaign tags attribute bookings to marketing spend
- Human takeover anytime with warm context from AI conversations
- Post-appointment follow-up and review request automations
Key outcomes
More booked appointments from the same demand
Less lead leakage between channels
Clear attribution from source → booking → outcome
How it works
1
Capture
Inbound calls, messages, and forms create or attach to a lead with source tags.
2
Qualify
Structured questions confirm fit, urgency, service area, and preferred contact method.
3
Book
Offer real calendar options, confirm details, and route to the right team or location.
4
Remind
Automated confirmations and reminders reduce no-shows and keep leads engaged.
5
Follow up
Re-engage drop-offs, log outcomes, and attribute bookings to campaigns and channels.
Typical ROI levers
Conversion
More bookings from the same traffic
Speed + structure increases intent capture.
Efficiency
Less manual back-and-forth
Automated routing + reminders reduce workload.
Attribution
Know which sources book
Connect source → booking → revenue.
Modules that power it
Next step
FAQ
Can AI book directly on our calendar?
Yes — with Google Calendar connected, AI offers real availability and creates events.
What if the lead needs a human?
Warm transfer or inbox handoff delivers full qualification context to your team.
Do reminders go out automatically?
Yes. SMS and email reminder sequences are configurable per tenant.
Can we route by location or service type?
Assignment rules support roster, round-robin, and location-based routing.
Does after-hours booking work?
AI voice captures intent 24/7 and books or schedules follow-up for the next available slot.
How do we track which ads drive bookings?
UTM tags and source fields flow from capture through CRM to analytics.
Can we reduce no-shows?
Reminder sequences and re-engagement automations target drop-offs before and after booking.
Is the chat widget included?
Embeddable AI chat with booking intent is available on Business plans and above.
Go deeper
Related guides
Quick estimate
Use this to justify investment without diving into technical details.
Impact calculator (estimate)
This is a directional estimate based on your inputs. Actual results depend on your industry, offer, and operations.
10%
15%
Estimated incremental revenue (USD/month)
$10,125
+7 extra closes/month (directional)