Google Calendar Integration

📅 How to Use Google Calendar Integration for Scheduling Appointments

Welcome! This guide will walk you through how to integrate Google Calendar into your workflows to easily schedule appointments. 🚀

Accessing the Workflows Page

1. Navigate to the Agent Page: Go to the agent page in your system.

2. Click on Workflows: At the top, click on the “Workflows” tab to enter the workflows page.

Creating a New Workflow

1. Create Workflow: On the workflows page, click on the “Create Workflow” button.

2. Name Your Workflow: Give your workflow a relevant name, such as “Schedule Appointment.”

3. Select Call Type: Choose “Inbound Calls” for this tutorial. You can also set up workflows for outbound calls.

Setting Up Initial Questions

To gather essential information from the caller, set up a few initial questions using the drag-and-drop editor:

1. Who would you like to schedule an appointment with? (Useful if multiple doctors are available)

2. What is your first name?

3. What is your last name?

4. What is your email address?

5. Are you an existing patient?

Integrating Google Calendar

1. Add Google Calendar: Click on the “+” icon and select “Add Google Calendar.”

2. Connect Google Calendar: Follow the prompts to connect your Google Calendar account.

Configuring Appointment Details

1. Appointment Name: Give your appointment a name (e.g., “Doctor’s Appointment”).

2. Duration: Set how long the appointment will be.

3. Available Times and Days: Specify the days and times when appointments can be booked. This helps avoid scheduling outside working hours.

Adding Appointment Features

Enhance the appointment description with additional features:

1. Live Variables: Insert live variables to automatically pull information from previous questions (e.g., email address, phone number).

2. Appointment Details: Add details such as the patient’s name and the purpose of the appointment.

Saving and Activating the Workflow

1. Save Workflow: Once all details are set, click “Save” to activate your workflow.

2. Live Scheduling: Users can now schedule appointments by requesting to do so.

Advanced Customizations

For more complex workflows:

1. Different Appointment Types: Set up different types of appointments with varying durations (e.g., head appointment - 15 minutes, foot appointment - 30 minutes).

2. Multiple Doctors: Assign different doctors to different appointment types.

Post-Appointment Actions

1. Transfer Calls: Link up transfer calls as needed.

2. Send Confirmation Messages: Set up automated text messages to confirm appointment details after booking.

Final Tips

• Use the chat bot for additional guidance and tutorials.

• Customize the workflow to fit your specific needs and preferences.

That’s it! You’re all set to use Google Calendar for scheduling appointments. If you have any questions or need further assistance, feel free to reach out. Happy scheduling! 📅✨