Cal.com

Connect Cal.com so your agent checks free slots and books appointments. Create an event type, generate an API key, connect Google Calendar and Outlook.

For appointments, bhomy uses Cal.com. There you define which appointments exist and when you're available. Your agent reads this during the conversation and books directly. You connect Google Calendar, Outlook and other calendars in Cal.com so that busy times there are taken into account.

What you need in Cal.com

WhatWhat for
A Cal.com accountthe basis for calendars and bookings. bhomy uses the cloud version at cal.com
An event typethe appointment type your agent books, for example "Initial consultation, 30 minutes"
An availabilitythe times when bookings are allowed, with the right time zone
An API keyso that bhomy may read free slots and create appointments

Step 1: create an event type

  1. Sign in to Cal.com and create a new appointment type under Event Types.
  2. Give it a title and a duration. If you offer different lengths, you can allow several durations.
  3. Assign an availability and check its time zone, such as Europe/London.
  4. Set minimum notice, buffers and the booking window the way you want them. Your agent sticks to them.
  5. Save. The browser's address bar now shows the Event Type ID, a number.

Step 2: generate an API key

  1. In Cal.com, open Settings › Developer › API Keys.
  2. Create a new key, give it a name such as "bhomy" and choose an expiry.
  3. Copy the key. It starts with cal_live_ and is shown only once.

Step 3: connect the calendar in bhomy

Enter the API key and event type ID in your agent's calendar tool, switch on Agent can book appointments directly and click Connect. The detailed steps are under Booking appointments.

Google Calendar and Outlook

Connect your calendars in Cal.com and choose which ones are checked for conflicts. A private appointment in Google Calendar then also blocks the time your agent offers. If you like, Cal.com adds booked appointments to one of these calendars.

Several types of appointment

For several types of appointment, create one event type per type and add several calendar tools to your agent, each with its own Name, such as "Initial consultation" and "Follow-up". Say in the prompt when each type of appointment fits.

What the agent does with Cal.com

ActionAgent
Check free slotsyes
Book an appointmentyes, if Agent can book appointments directly is on
Confirmation to the callerby SMS, if set up
Cancel or reschedule an appointmentno, the agent notes the request or puts the caller through to your team