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Native scheduling lets you manage services, providers, availability, and appointments inside BoundBot. It is available on Pro and Business. Open Sales → Scheduling to use the Appointments, Services, and Availability tabs.

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Set up scheduling

1

Create the booking profile

Set the public workspace slug, business details, default language, and booking-page settings. Publish the profile only when it is ready for customers.
2

Add providers

Create each person or resource customers can book. Give every provider an explicit timezone and optionally link the matching team member.
3

Define availability

Add weekly working hours, including split windows when needed. Use date overrides for holidays or special hours, and add manual blocks for unavailable periods.
4

Create a service

Set the service title, description, duration, slot interval, buffers, notice period, booking horizon, daily limit, location, confirmation mode, required contact fields, and assigned providers.
5

Publish and test

Publish both the scheduling profile and the service. Open the public link in a private browser window, book a test slot, and confirm it appears under Appointments.
A service is not publicly bookable until both the scheduling profile and that service are published. Assigned providers also need valid availability in their own timezone.

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Service policies

Use the service settings to control:
  • Instant or Request confirmation
  • in-person, phone, video, or custom location instructions
  • minimum booking notice and maximum booking horizon
  • before-and-after buffers
  • daily booking limits
  • cancellation and rescheduling cutoffs
  • required email or phone details
  • custom questions for the customer
Request-mode appointments can expire if your team does not confirm them within the configured window. Instant-mode appointments are confirmed when the slot is successfully reserved.

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Connect Google Calendar

Connect a provider’s primary Google Calendar from the scheduling availability setup. BoundBot uses the connection to avoid conflicts and projects confirmed appointments onto that calendar. Use a calendar owned by the provider and verify the selected calendar before publishing. If you disconnect it, BoundBot continues to use its own availability and appointment records, but external calendar conflict protection is no longer available.

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Share a booking page

The public URLs use your workspace and service slugs:
The public booking flow supports English and Bangla. Customers choose a provider, timezone, date, and available slot before entering the contact details required by the service. They can also add an optional User / Patient ID reference; BoundBot keeps that reference staff-only and does not include it in the public appointment response or bot confirmation.

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Let the bot schedule conversationally

BoundBot can find services and slots and prepare bookings in WebChat, Messenger, and WhatsApp conversations. WebChat voice can use the same scheduling catalog. For a reusable bot tool, create a BoundBot Scheduling action, choose the bot and a published service, and write clear instructions for when the bot should offer it.
A conversational booking uses a two-step confirmation boundary. BoundBot first presents the service, provider, time, timezone, contact information, and answers for review. It creates the appointment only after the customer explicitly confirms in a later message.

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Manage appointments

Use Appointments to filter the agenda by day, week, month, or a custom date range and by provider, service, or status. You can create a staff appointment, review its source and customer details, confirm or reject a request, reschedule or cancel an active appointment, and mark a confirmed visit completed or no-show. Customers receive a secure management link after booking. Depending on the service policy and current status, that page lets them cancel or reschedule. Appointment emails include calendar details. WhatsApp reminders require approved Meta templates before they can be delivered outside the normal customer-service window.

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Access and plan changes

Scheduling administrators can configure the profile, services, providers, access, integrations, and all appointments. A Scheduler can manage all appointments without changing configuration. A Provider can manage only the linked provider’s appointments, availability, and calendar connection. If the team moves below Pro, existing appointments remain visible and scheduled notifications continue, but new bookings and configuration changes are blocked until scheduling access is restored.
Native scheduling does not currently collect payments, create recurring appointments, manage group capacity or waitlists, assign providers round-robin, create video rooms, or connect Outlook and CalDAV calendars. Do not collect symptoms, diagnoses, insurance information, or other medical data in service questions or appointment notes; this feature does not claim healthcare compliance or provide EHR integration.

Actions

Add a BoundBot Scheduling action to a selected bot and published service.

WebChat voice

Let a visitor find a slot and confirm a booking in a browser voice call.

Inbox

Review the conversation that produced a booking and follow up manually.

Plans and limits

Compare scheduling availability across plans.