AFGenie

by AgentFaKtory

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GuidesDocs: scheduling-appointments

Scheduling & Appointments

Manage multi-provider scheduling with AI booking assistant, availability windows, and calendar sync.

Set up appointment scheduling, configure provider availability, and manage bookings via WhatsApp.

Interactive embeds & checklists

On this page

IntroductionSetting up providersAvailability windows & scheduling rulesCalendar sync & two-way integrationCustomer booking flowManaging bookings

Introduction

AFGenie's scheduling feature lets customers book, reschedule, and cancel appointments directly via WhatsApp. No apps or portals required—just natural conversation with an AI assistant that understands availability, preferences, and booking rules. Perfect for healthcare, consulting, salons, services, and any business that relies on appointments.

Setting up providers

Providers represent the people or resources customers can book appointments with (e.g., doctors, consultants, meeting rooms). Navigate to the Scheduling tab in your dashboard and click "Add Provider" to get started.

  • Go to Dashboard > Scheduling tab

  • Click "Add Provider" button

  • Enter provider name (e.g., "Dr. Smith", "Conference Room A")

  • Set appointment duration (15, 30, 60 minutes, etc.)

  • Define availability windows (days and hours)

  • Configure buffer time between appointments

  • Add calendar sync (Google Calendar, Outlook, etc.)

  • Save and activate the provider

Availability windows & scheduling rules

Control when customers can book appointments by defining availability windows, buffer times, and blackout dates for each provider.

  • Weekly schedule: Set available days and hours (e.g., Mon-Fri 9am-5pm)

  • Custom time slots: Define specific slots per day

  • Buffer time: Add gaps between appointments (5, 10, 15 minutes)

  • Advance booking window: Minimum/maximum days ahead customers can book

  • Blackout dates: Block specific dates for holidays or vacation

  • Same-day booking cutoff: Prevent last-minute bookings

Calendar sync & two-way integration

Sync AFGenie appointments with Google Calendar, Outlook, or other calendar providers to avoid double-bookings and keep your schedule unified.

  • Connect Google Calendar or Microsoft Outlook

  • Two-way sync: AFGenie appointments appear in your calendar

  • Busy time blocking: Existing calendar events block AFGenie slots

  • Automatic conflict prevention

  • Multiple calendars per provider

  • Real-time sync (appointments update within minutes)

Customer booking flow

Customers interact with your AI assistant via WhatsApp to find available slots, book appointments, and receive confirmations—all through natural conversation.

  • Customer initiates booking via WhatsApp

  • AI suggests available time slots based on preferences

  • Customer selects preferred date and time

  • AI confirms booking and sends confirmation message

  • Automatic reminders sent before appointment

  • Customers can reschedule or cancel via WhatsApp

  • All changes sync to provider's calendar automatically

Managing bookings

View and manage all appointments from your centralized dashboard. Track upcoming bookings, view appointment history, and make manual adjustments when needed.

  • Dashboard view: See all appointments across providers

  • Filter by date, provider, or status

  • Manual booking: Add appointments directly from dashboard

  • Reschedule or cancel bookings

  • View customer details and appointment notes

  • Export booking data for reporting

  • Set up automated reminder schedules

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