Affinity Design
User Guide

Appointments & Scheduling

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

How Appointments Work

Your AI agent 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.

Directly on Your Calendar

For complex scheduling or bulk rebooking, open your connected GoHighLevel calendar directly.

Appointment Types

You configure the appointment types available for your business:

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

Manage appointment types yourself from Settings → Appointment Types. Add, edit, or remove types any time.

Rescheduling & Cancellations

  • Reschedule — Ask Command to move an existing booking, or update it directly in your calendar
  • Cancel — Ask Command to cancel, or cancel directly in your calendar

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, contact Support about integration options.

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