Affinity Design
Client Guide

Appointments & Scheduling

Viewing, booking, and managing your appointments through your AI agents

How Appointments Work

Your AI agents can schedule appointments in real-time during calls. When a caller requests a booking, the agent checks availability and confirms the appointment.

Viewing Appointments

The Appointments section shows all upcoming and past bookings:

ColumnDescription
Date & TimeWhen the appointment is scheduled
TypeService or appointment category
ContactWho the appointment is with
StatusConfirmed, pending, or canceled
Booked byWhich agent or person created the booking
SourceCall, portal, or manual

Booking an Appointment

Via Phone Call

Your AI agent handles this automatically:

  1. Caller requests an appointment
  2. Agent checks available times
  3. Caller confirms a slot
  4. Agent books it and sends confirmation

Via Command

Ask Command to book for you:

  • "Book an appointment for John Smith next Tuesday at 2pm"
  • "Schedule a consultation for this week"
  • "What openings do we have tomorrow?"

Command uses your GoHighLevel calendar integration to check availability and create bookings.

Via Your Agency

For complex scheduling or rebooking, contact your agency directly.

Appointment Types

Your agency configures the appointment types available:

TypeTypical DurationExample
Consultation30 minInitial client meeting
Follow-up15 minPost-service check-in
Service call60 minOn-site visit
CustomVariesConfigured by your agency

Appointment types and durations are configured by your agency. If you need a new type added, contact them.

Rescheduling & Cancellations

  • Reschedule — Contact your agency or ask Command to move an existing booking
  • Cancel — Contact your agency or ask Command to cancel

Cancellations through Command require confirmation, since they affect your calendar and the other party.

Calendar Integration

Appointments sync with your GoHighLevel calendar. If you use a separate calendar system, ask your agency about integration options.

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