How do appointments get booked automatically?
When a lead agrees to a time over SMS, the AI books it on your calendar and notifies you.
Steps
- When a lead in an active SMS conversation agrees to a time, the AI finds an open slot on your Google Calendar and books it.
- It creates the event with a client-safe title (e.g. "Health Insurance Meeting — <name>") and records the meeting in the CRM.
- You get a notification (email, plus SMS if you have SMS alerts on), and the lead gets a confirmation text.
- The booked meeting shows on your Appointments and Calendar pages.
If the calendar event can't be created (e.g. calendar not connected), the booking still saves and you get a "booking created but NO calendar event" email telling you to add it manually.
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.