Booking System

Booking System

Conversion

Customers can book an appointment inside the chat, without leaving your website. Botvee shows only the times you are free, and saves each booking in your dashboard. Use it for consultations, demo calls, salon slots, site visits or any service booked by time.

Before you start

  • The Starter plan or higher — Bookings are not on the Free plan
  • Your services — What people can book, how long each takes and how many people can take one slot
  • Your working hours and timezone
  • Optional: a Google account — To put bookings in Google Calendar and block your busy times

How to set it up

  1. 1

    Switch on Appointment Booking

    Open Dashboard → Explore Features and turn it on. Bookings then appears in the side menu

  2. 2

    Add your services

    Open Dashboard → Bookings → Services and click “Add service”. Give each one a name, duration, break after the meeting, how many people can book the same slot, and which AI agent offers it

  3. 3

    Set your hours

    Open Dashboard → Bookings → Settings. Pick the agent, your timezone, and the days and times you take bookings. Add “Blocked times” for holidays so nobody books them

  4. 4

    Turn on Booking Management

    In Agent Settings, under Pro Controls. Set “Show booking form after N messages” and choose who gets booking emails

  5. 5

    Click “Save Agent Settings”

    The booking option is now live in the chat

  6. 6

    Optional: connect Google Calendar

    So bookings land in your calendar and your busy times are blocked. See Google Calendar

What happens next

  1. 1Customer wants to book
  2. 2Picks a service
  3. 3Picks a date and free time
  4. 4Booking confirmed
  5. 5Both of you get a confirmation
  • The AI shows the booking form when a customer wants to book
  • The customer picks a service, a date and a free time. Only open times are shown, so two people cannot take the same slot
  • You and the customer both get a confirmation email. With WhatsApp connected, customers can choose a WhatsApp confirmation instead
  • On WhatsApp and other channels, the AI shares a link to your booking page

What you can do with it

  • Manage bookings — Confirm, Complete, Cancel or Reschedule each one in Dashboard → Bookings
  • Add bookings yourself — Click “New booking” for phone or walk-in customers
  • Export — “Export CSV” downloads your bookings
  • Send bookings to a spreadsheet — See Google Sheets

Good to know

  • Needs the Starter plan or higher
  • The hours in Bookings → Settings and in Google Calendar Settings are the same hours — change them in either place
  • Booking messages to customers use 2 credits each

Troubleshooting

  • No times are offered — Check that at least one day is switched on in your hours, and that the service is offered by this agent
  • Times are wrong by a few hours — The timezone is wrong. Check it in Dashboard → Bookings → Settings
  • The booking form never shows — Check Booking Management is on in Agent Settings and you saved

Tip

Make a test booking yourself before you tell customers about it.

Can’t find what you are looking for? Contact support