Cal.com
Let your agents check the free times of a Cal.com event type and book them while they talk with your customers.
What it does
An agent that books with Cal.com reads the free times of one event type, offers them and books the one the person picks, with their name and email. The workspace connects one Cal.com account, shared by every agent that books with it.
An agent books one way only: once Cal.com is its booking method, the channels it answers book with Cal.com too.
Before you start
- A Cal.com account with at least one event type.
- A NuTalk agent you can edit.
Connect Cal.com
- Open the agent and its Actions tab.
- Under Booking method, choose Cal.com.
- In the Cal.com card, press Connect Cal.com, sign in on Cal.com and come back to NuTalk.
The connection belongs to the workspace: every agent in it can use it.
Choose the event type
- Pick the Event type the agent books. Its length comes from Cal.com.
- Set the Time zone the agent tells customers times in.
- Press Save changes.
Make it the booking method
In Booking method, press Use this method and confirm. The agent now offers times and books in Cal.com.
Test a booking
- Call the agent and ask for an appointment.
- Check that the booking appears in Cal.com.
Tell the agent how to book
Add a few lines about booking to the agent's instructions, for example:
Example instructions
# Booking appointments When someone wants a meeting: 1. Ask which day and time suit them. 2. Check the free times and offer two or three. 3. Once they choose, ask for their full name, their email and what they want to discuss. 4. Book the appointment and confirm the day, the time and the email. Spell the email back to confirm it. If no time fits, offer to look at the following week.
Best practices
- Set buffer times between meetings in Cal.com, so bookings don't land back to back.
- Have the agent spell the email back: a typo there keeps the person from getting Cal.com's invitation.
- Tell the agent what to do when no time fits, such as offering the following week.
Troubleshooting
| Issue | Solution |
|---|---|
| The agent finds no free times | Check the event type's availability in Cal.com, and that the event type can be booked. |
| Cal.com no longer accepts the connection | On the agent's Actions tab, press Reconnect Cal.com. It fixes every agent that books with that account. |
| Times are in the wrong time zone | Set the agent's Time zone in its Cal.com card, on the Actions tab. |