Book appointments by phone without a secretary

Before you start

• Be a manager on the Callizy account.
• A Google, Microsoft 365, Square or Wix calendar. Square and Wix need the Team plan.
• Your cell phone at hand, for the test call.

1. 1

   Connect your calendar

   1 min

   In Calendars, click Connect a calendar. Choose Google Calendar, Microsoft 365, Square Appointments or Wix Bookings, then allow access. The calendar shows up in the list.

   Administration/Calendars/Connect a calendar

   Open this screen in Callizy
2. 2

   Create the agent

   2 min

   In AI voice agents, click Create agent, then Inbound agent. Under Starting point, click Appointment booking. Enter your website address, then Find the pages and Create the agent. It asks for the reason, the times that suit, the name and the callback number.

   Administration/AI voice agents/Create agent

3. 3

   Give it your calendar

   2 min

   Open the agent, Actions tab, then Appointment booking. Click Activate and choose your calendar. Set the Appointment duration and your Availability. Under Ask before booking, write what it must know. The details: Have the agent book appointments.

   Administration/AI voice agents/your agent/Actions/Appointment booking

4. 4

   Choose the customer confirmation

   30 s

   Under Confirmation method: SMS, Email, Both or None. To be alerted yourself, check Notify the company on every new appointment. At the top, click Update.

5. 5

   Connect it to your number

   1 min

   On the agent’s card, click Connect. Always: it takes every call. When nobody answers: your team rings first. Then Set up.

6. 6

   Test it

   1 min

   Click Test, then Call me. Ask for an appointment like a customer. At the end, it is in your calendar, and in Calendars, Appointments tab.

Not working?

Frequently asked questions