Create and Manage Bookings

The Booking feature allows your team to manage customer appointments directly within Chatalog. You can create booking items, collect booking information from customers, review booking records, and manage booking statuses from both the Booking page and the Messages Inbox.

This is an add-on feature. Please contact your account manager if you would like to enable it for your organization.

Bookings can be created in two ways:

• Automatically through the AI Agent

• Manually by agents

⚙️ Configure Booking Items

Before creating bookings, you must first create a booking item.

Examples:

• Massage Service

• Consultation Session

• Event Registration

• Product Demo

How to Create a Booking Item

1. Go to Booking > Settings

2. Click Actions

3. Select Add New to create a booking item

1. Enter:

   • Name

   • Description

   • Required Fields

2. Click OK

Required Field Types

You can define custom booking fields using the following field types:

Type	Description	Examples
String	Text input	Customer Name
Number	Numeric input	Contact Number
Date	Date or date-time	Appointment Date
Boolean	True / False option	First-time Visitor

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🤖 Create Booking Automatically with AI Agent

The AI Agent can automatically collect booking information from customers and create bookings during conversations.

Setup Steps

1. Open Flow Builder

2. Add an AI Agent block

3. Configure:

   • Role

   • Goal

   • Completion Criteria

1. Under Actions, configure:

   1. Set Custom Field (optional)

   2. Set Label (optional)

   3. Select Knowledge Base (optional)

   4. Select a booking service

   
2. Connect with other flow blocks and save.

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👤 Create Booking Manually

Agents can also manually create bookings directly from the Messages Inbox or the Booking management page.

How to Create a Booking

1. Open a customer conversation

2. In the Upcoming Bookings section, click Create

1. Select a booking item

1. Fill in the booking information

2. Click Save

The booking will then appear in:

• Booking list

• Customer conversation sidebar

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📅 Manage Bookings

Go to Booking > Bookings to review all booking records.

You can:

• Filter bookings by item

• View upcoming bookings

• Review booking status

• Open booking details

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✅ Confirm or Cancel Bookings

Booking statuses can be updated either manually by agents or automatically by the system.

Supported statuses:

• Pending – The booking has been created and is awaiting confirmation.

• Confirmed – The booking has been confirmed by an agent. This status must be updated manually.

• Cancelled – The booking has been cancelled by an agent. This status must be updated manually.

• Completed – The booking was previously Confirmed, and the scheduled booking time has passed. This status is updated automatically by the system.

• Expired – The booking was previously Pending, and the scheduled booking time has passed without being confirmed. This status is updated automatically by the system.

How to Update Booking Status

1. Open the booking record

2. Update the booking status

3. Save changes

This helps teams track appointment progress and customer confirmations.

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💬 Booking Information in Messages Inbox

When a customer has an upcoming booking, the booking card will appear in the conversation sidebar.

Agents can:

• View booking details

• Review booking status

• Open the booking record

• Create additional bookings

This allows agents to manage conversations and appointments in one place.

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📝 Additional Booking Information

Booking records support:

• Remarks

• Custom fields

• Additional booking metadata

This allows teams to store extra customer or appointment information when necessary.