Appointments & Bookings
How the assistant takes appointments and bookings from customers, where you see the requests, and how cancellations work.
Yes. During the conversation the assistant takes the date, time and the customer's contact details, then passes them on to you.
Appointment requests appear as a note in the assistant chat and on the related call record. If your calendar is connected, you can add the appointment to it.
No. The assistant takes the request and passes the date, time and the customer's contact details on to you; it does not check your calendar for availability. You confirm it yourself.
The assistant takes the cancellation request and notifies you. For the cancellation to show in your calendar, you need to delete the event yourself.
Yes. The assistant takes the date, time and number of people, records the reservation request and passes it on to you.
Otros temas
What Is Call.io & How Does It Work?
The basics of Call.io: what it is, how it answers the calls coming in to your business, and how the assistant ends a conversation.
Business Account & Setup
Opening a business account, creating your business profile, and keeping the details on it up to date.
Service Setup & Cancellation
Forwarding your business line to the assistant, switching forwarding off, and what to do when you change operator.