Trouble Shooting - Assistant not Able to Book Appointment

Troubleshooting Appointment Booking with Assistants

1. Check Calendar Settings

   • Go to settings and navigate to calendars.

   • Ensure a team member is assigned, availability is correct, and the calendar is active.

2. Assistant Configuration

   • Access the assistant settings and go to configure, then calendars.

   • Sync a calendar to the assistant to enable appointment booking.

3. Test Appointment Booking

   • Try to book a test appointment to confirm calendar access and functionality.

   • If successful, add the calendar to the assistant.

4. Provide Necessary Functions

   • Add functions like check availability, book appointments, reschedule appointments, cancel appointments, check appointments, create tasks, create notes, and call users.

   • Avoid using schedule and send email functions as they are in beta.

5. Further Troubleshooting

   • If appointment booking still doesn't work, delete and resync calendars.

   • Repeat the process of adding the calendar, testing booking, and confirming functionality.