Appointment Setter
by Katexs
Checks the calendar, books live, confirms — 24/7 without a human.
Overview
Your calendar is your revenue engine — but filling it takes hours of back-and-forth. This agent checks live availability, books appointments in real time, handles reschedules, and sends confirmations. It works across every channel — voice, chat, SMS — so customers book when and how they want, not when your office is open.
What it handles
- Checks live calendar availability across all providers
- Books appointments by voice, chat, or SMS in real time
- Handles reschedules and cancellations instantly
- Sends confirmations and reminder sequences automatically
- Syncs with Google, Outlook, and practice management systems
Channels
VoiceChatSMSEmail
Integrations
Google CalendarCalendlyMicrosoft OutlookZapier
Workflow
- 01
Booking Request
Customer asks to book by any channel.
- 02
Live Availability
Agent checks real-time calendar and offers open slots.
- 03
Book & Confirm
Appointment locked; confirmation and reminders scheduled.
- 04
Sync & Remind
Calendar synced; reminders fire automatically before the appointment.
What you'll need
- Calendar integration with real-time sync
- Booking rules by service type and provider
- Cancellation and rescheduling policy
