# Book appointments by phone without a secretary

The agent checks your calendar, books the time slot and sends the confirmation.

- Role: Manager
- Duration: 8 min
- On: Web, Mac
- Learning Centre: https://callizy.ca/en/apprendre/rendez-vous-sans-secretaire
- Open this screen in Callizy: https://app.callizy.ca/en/manager?view=calendars

## 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.

## Step by step

6 steps, about 8 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**, **Square Appointments** or **Wix Bookings**, then allow access. The calendar shows up in the list.

Menu: Administration › Calendars › Connect a calendar

### 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.

Menu: Administration › AI voice agents › Create agent

### 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](https://callizy.ca/en/apprendre/rendez-vous-agent).

Menu: Administration › AI voice agents › your agent › Actions › Appointment booking

### 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. 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. 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.

## Key points

- The agent only offers free slots from your calendar, within your availability.
- It only says “it’s booked” once the booking is done.
- Without appointment booking turned on, it takes the request and alerts you: the team calls back to confirm the time.

## Not working?

### Callizy shows “Calendar connection failed”

1. Start **Connect a calendar** again and accept every permission asked.

### The agent books nothing

1. In **Actions**, the **Appointment booking** row must say “calendar linked”.
2. Click **Update**, at the top, then test again.

### Square or Wix shows the “Included in Team” badge

1. Square Appointments and Wix Bookings need the Team plan. Google Calendar and Microsoft 365 are in every plan.

## Frequently asked questions

### Can the agent move or cancel an appointment?

Yes, if you check it under **What the agent can do**, in **Appointment booking**.

### Can I add an appointment myself?

Yes: see [Manage appointments manually](https://callizy.ca/en/apprendre/rendez-vous-manuels).

### What about reminders the day before?

An AI call campaign can call your customers the day before: see [Confirm tomorrow’s appointments](https://callizy.ca/en/apprendre/confirmer-rendez-vous).

Updated October 29, 2026.