Creating Services

A service is a type of appointment your AI receptionist can book -- for example, "Initial Consultation", "Property Showing", or "Follow-Up Call". You need at least one service before your AI can schedule appointments.

Creating your first service

  1. Open Calendar from the dashboard sidebar.
  2. Click the My Services tab.
  3. Click the Add New Service button (or Create Your First Service if you have no services yet).
  4. A form drawer opens on the right side of the screen. Fill in the service details described below.
  5. Click Save when you are finished.

After saving, a success modal confirms the service was created and gives you the option to test your AI receptionist with the new service.

Service settings

Basic information

  • Title -- the name of the service (e.g., "30-Minute Consultation")
  • Duration -- how long the appointment lasts, in minutes
  • Description -- an optional summary shown to customers on the booking page
  • Scenario -- optional instructions for your AI about how to handle this service during calls

Hosts

Add one or more team members who can be booked for this service. For each host you can set:

  • Name/title -- displayed to customers
  • Pricing -- base price and pricing type
  • Priority -- determines the order hosts are offered when multiple are available

Host strategy

Choose how hosts are assigned when a customer books:

  • Assign to the first available host
  • Let the customer choose a host

Location

Set where the appointment takes place:

  • In-person at a physical address
  • Phone call
  • Video meeting link
  • Custom location

Capacity

Set the maximum number of participants allowed per time slot. For group appointments, you can also enable the All-or-Nothing option with a minimum number of participants required for the booking to proceed.

Additional questions

Add custom questions that customers must answer when booking (for example, "What is the reason for your visit?"). Answers are attached to the calendar event for your reference.

Custom schedule

Optionally override your global availability hours with a schedule specific to this service.

Notifications

Configure whether email and SMS notifications are sent when appointments are booked.

Managing existing services

Each service appears as a card on the My Services tab. From a service card you can:

  • Toggle on/off -- enable or disable the service without deleting it
  • Edit -- click the edit icon to reopen the service form and make changes
  • Delete -- permanently remove the service
  • Copy Booking Link -- copy a direct link to this service's booking page
  • Preview Booking Page -- open the public booking page for this service in a new tab
  • Embed on Website -- get HTML embed code for your site

Searching services

Use the search bar above the service cards to filter by service name or host name.

Click Copy Public Booking Link at the top of the My Services tab to copy a link to your general booking page, which shows all active services. Share this link with customers or add it to your website.

Embedding the booking page

Click Embed on Website to open a modal with HTML embed code you can paste into your website. This embeds your full booking page directly on your site.