Overview

Velaro's appointment booking feature allows customers to schedule meetings, service calls, or demos directly inside a chat conversation — no redirect to an external booking page required. Integrates with Calendly and Microsoft Outlook calendar.

Supported Platforms

• Calendly — personal and team event types, round-robin scheduling
• Microsoft Outlook / Exchange — direct calendar access via Microsoft Graph
• Square Appointments — for service-based businesses (salons, fitness, etc.)

How It Works

The bot calls the check_availability skill to retrieve open slots based on the customer's preferred date/time. The customer selects a slot in the chat, and the bot calls book_appointment — creating the calendar event and sending confirmation to both parties automatically.

Bot Workflow Example

1. Customer: "I'd like to book a demo"
2. Bot asks for preferred date and time
3. Bot shows available slots from the connected calendar
4. Customer picks a slot
5. Bot confirms, creates event, sends calendar invite to customer's email

Using the Workflow Builder

For more control, use the Book Appointment workflow node in Workflows → Builder. This gives you a step-by-step guided flow with custom questions, service type selection, and location preference collection before showing available slots.

Reminders

Velaro automatically sends SMS or email appointment reminders 24 hours and 1 hour before the scheduled time. Customers can reply CANCEL or RESCHEDULE directly in the SMS to manage their appointment.