The booking feature lets your agent schedule appointments with users directly in the chat. Users select a date, time slot, and duration, then fill out a booking form.Documentation Index
Fetch the complete documentation index at: https://mind-e.co/docs/llms.txt
Use this file to discover all available pages before exploring further.
Setting up booking
Enable the booking action
Go to your agent’s Settings tab and add a new Booking action. Give it a name and configure when the AI should offer it (e.g., “when the user wants to schedule a meeting”).
Configure basic settings
| Setting | Description |
|---|---|
| Booking title | Title shown in the booking interface |
| Booking description | Optional description or instructions |
| Timezone | Your timezone (IANA format, e.g., “America/New_York”) |
| Slot interval | Time between available slots: 15, 30, or 60 minutes |
| Buffer minutes | Gap between consecutive bookings |
Set duration options
Add one or more duration options that users can choose from:
- Label — what the user sees (e.g., “30-minute consultation”)
- Duration — length in minutes
Configure availability
Set your weekly schedule — which days and hours you’re available:
Adjust start and end times for each day. Toggle days on or off.
| Day | Default hours | Default status |
|---|---|---|
| Sunday | 09:00–17:00 | Disabled |
| Monday | 09:00–17:00 | Enabled |
| Tuesday | 09:00–17:00 | Enabled |
| Wednesday | 09:00–17:00 | Enabled |
| Thursday | 09:00–17:00 | Enabled |
| Friday | 09:00–17:00 | Enabled |
| Saturday | 09:00–17:00 | Disabled |
Set booking rules
| Rule | Description |
|---|---|
| Min notice hours | Minimum hours before a slot can be booked (prevents last-minute bookings) |
| Max advance days | How far ahead users can book |
| Max bookings per slot | 1 for exclusive appointments, higher for group slots |
Customize the booking form
Configure the fields users fill out when booking. Default fields are Name and Email. You can add:
- Text fields — for custom information
- Email fields — with email validation
- Phone fields — for phone numbers
- Textarea — for longer messages
- File upload — accepts PDF, DOCX, XLSX, PPTX, PNG, JPG, TXT
Blocking dates
Block specific dates when you’re unavailable (holidays, days off, etc.):- Go to the booking configuration
- Add a blocked date with the date (YYYY-MM-DD format) and an optional reason
- No slots will be available on blocked dates
How users book
When the AI triggers the booking action in a conversation:- The user sees available dates based on your schedule and blocked dates
- They select a date and see available time slots
- They choose a duration option (if multiple are configured)
- They fill out the booking form
- They receive a confirmation code
Managing bookings
View and manage all bookings in your agent’s dashboard. Each booking shows:- Date and time
- Duration
- Confirmation code
- Form data submitted
- Status
Booking statuses
| Status | Description |
|---|---|
| Pending | Awaiting confirmation |
| Confirmed | Booking is confirmed |
| Declined | Booking was declined |
| Cancelled | Booking was cancelled by user or admin |
| Completed | Appointment has taken place |
| No show | User didn’t attend |