# Have the agent book appointments Connect Google, Microsoft 365 or Square, then set the duration and availability. - Role: Manager - Duration: 6 min - On: Web, Mac - Learning Centre: https://callizy.ca/en/apprendre/rendez-vous-agent - Manager path · Lesson 5 - Open this screen in Callizy: https://app.callizy.ca/en/manager?view=calendars ## This lesson’s video [Give the agent knowledge and have it book appointments](https://media.callizy.ca/apprendre/apprendre-gest-5.mp4) · 2:28 Video in French with English subtitles. The English version is coming. - 0:00 What you need - 0:19 Import a page from your website - 0:44 Write a page - 0:57 Connect your calendar - 1:16 Set up appointments - 1:43 What Camille does on the phone - 1:58 Test Camille ## Before you start - Your AI receptionist: see [Create and test your AI receptionist](https://callizy.ca/en/apprendre/creer-sa-receptionniste). - A Google, Microsoft 365 or Square account. ## Step by step 7 steps, about 6 min. Screenshots show Callizy in French. Button names are given in English. ### 1. Connect your calendar (1 min) In **Calendars**, click **Connect a calendar**. Choose **Google Calendar**, **Microsoft 365** or **Square Appointments**, give the calendar a name, then **Continue**. Menu: Administration › Calendars › Connect a calendar ![The "Pick a provider" window to connect a calendar: three choices, "Google Calendar", "Microsoft 365" and "Square Appointments", each in its own card.](https://callizy.ca/images/apprendre/guides/rendez-vous-agent-1.webp) ### 2. Allow access (30 s) Google, Microsoft or Square asks you to allow access, then brings you back to Callizy. Your calendar appears in the list, with the **Active** status. ![The “Calendars” tab of the Callizy dashboard: a connected Google calendar with the status “Active” and “No agent” in the assigned agents column.](https://callizy.ca/images/apprendre/guides/rendez-vous-agent-2.webp) ### 3. Turn on appointment booking (30 s) Open your agent, **Actions** tab. Open **Appointment booking**, click **Activate** and choose your calendar. ![An agent’s “Actions” tab: the “Appointment booking” section, marked “calendar linked”, shows one calendar set to 30 minutes, Monday to Friday, 9 a.m. to 5 p.m.](https://callizy.ca/images/apprendre/guides/rendez-vous-agent-3.webp) ### 4. Tell it what to ask (1 min) Under **Ask before booking**, write what it needs to know, for example the job address and the type of project. The agent asks these questions one at a time and writes the answers in the appointment notes. ![The "Appointment booking" panel of the AI agent: the "Ask before booking" field is filled in with the job address and the type of project.](https://callizy.ca/images/apprendre/guides/rendez-vous-agent-4.webp) ### 5. Set the duration and the availability (1 min) **Appointment duration**: for example 60 minutes; **Buffer time**: the free time between two appointments. Under **Availability**, click **Edit availability** and choose the days and the hours, for example Monday to Friday, from 8 a.m. to 5 p.m. With Square, the duration and the hours are set in Square. ![An agent’s appointment settings: “Appointment duration” at 60 min and “Availability” Monday to Friday, 8 a.m. to 5 p.m., with the start time highlighted.](https://callizy.ca/images/apprendre/guides/rendez-vous-agent-5.webp) ### 6. Choose the confirmation sent to the customer (30 s) Under **Options**, **Confirmation method**: **SMS**, **Email**, **Both** or **None**. At the top, click **Update**: otherwise, nothing is saved. ![The appointment booking options: under “Confirmation method”, “Both” is selected, and the “Notify the company on every new appointment” box is checked.](https://callizy.ca/images/apprendre/guides/rendez-vous-agent-6.webp) ### 7. Test (1 min) Click **Test**: your settings are saved, then the agent calls your cell phone with **Call me**. Ask it for an appointment: at the end, it is in your calendar. ## Key points - A connected calendar is not enough: as long as appointment booking is not turned on in its actions, the agent books none. - On the phone, the agent checks your calendar before offering a time, and books when the customer says yes. - With Square Appointments, the duration and the hours are set in Square. ## Not working? ### The “Activate” button does not appear 1. Connect a calendar first in **Calendars**: without a calendar, the button shown is **Connect a calendar**. ### The agent books no appointments 1. Check that **Appointment booking** shows “calendar linked”. 2. Click **Update**, at the top, then test again. ### Callizy shows “Calendar connection failed” 1. Start **Connect a calendar** again and accept the permissions requested by Google, Microsoft or Square. ### Callizy shows “This Square account does not have Square Appointments. Turn it on in Square (free), then reconnect.” 1. Turn on Square Appointments in Square (it is free), then reconnect the calendar. ## Frequently asked questions ### Am I notified of a new appointment? Yes: under Options, **Notify the business**, check **Notify the company on every new appointment** and choose Email, SMS or both. ### Can the agent move or cancel an appointment? Yes, if you check these permissions under **What the agent can do**: find, cancel, or edit and reschedule existing appointments. ### Can I manage an appointment myself? Yes: see [Manage appointments by hand](https://callizy.ca/en/apprendre/rendez-vous-manuels). ## Video transcript Camille's knowledge, and her appointments. In three minutes. Here's the result: Camille knows your services, and she puts appointments in your calendar, even when you're on a job site. To get there, you need Camille, your website address, and a Google, Microsoft 365 or Square account. In “AI voice agents”, click Camille, then the “Knowledge” tab. “Import from a URL”. Type the address of a page on your site, your services for example, then “Import”. Callizy reads the page and formats it. Read it over, fix what needs fixing. Too long? “Clean with AI” keeps the prices and the facts. “Add page”. One page at a time: do it again for your prices or your FAQ. What isn't on your site, write it: “Create a page manually”. A title, then your text, like in a document. “Add page”. Each page has its own switch: turned off, Camille no longer reads it. Now, appointments. In “Calendars”, click “Connect a calendar”. “Google Calendar”, “Microsoft 365” or “Square Appointments”. Here, Google. Give it a name, then “Continue”. Google asks you to allow access, then brings you back here: the calendar is active. Back to Camille, “Actions” tab. Open “Appointment booking”, click “Activate”, and choose your calendar. What she must ask before booking: here, the job address. The appointment duration: sixty minutes. Her availability: Monday to Friday, from 8 a.m. to 5 p.m. Under “Options”, the client confirmation: text, email, or “Both”. With Square, duration and hours are set in Square. On the phone, Camille checks your calendar before offering a time, asks for the job address, and books when the client says yes. Remember one rule. A connected calendar isn't enough. Until you activate it in her actions, Camille books no appointments. One last step: “Test Camille”. Your settings are saved, then she calls your mobile phone. “Call me”. Ask her a question from your pages, then ask for an appointment. At the end, the summary shows up here, and the appointment is in your calendar. Callizy, the phone that answers when you can't. Updated October 18, 2026.