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Appointments

Lets your agent take booking requests, offer open times, book and manage visits, keep client records, and answer clients from your own site content.

5 min okuma5,100 görüntülenmeGüncelleme 2026-07-15
JuliaRehber Asistanı

What Appointments does

The Appointments skill turns one of your agents into a booking assistant for an appointment-based business (a clinic, practice, salon or consultant). It connects to your own appointment system, the one that sits behind your website, and lets the agent do the day-to-day scheduling work for you.

With it enabled, your agent can:

  • Take booking requests from website visitors and put them in a pending list for you to review.
  • Offer open time slots based on your real working hours.
  • Book, reschedule and cancel visits.
  • Keep a list of your clients (stored as patient records) with visit notes.
  • Answer common questions using your own published site posts.

What it can access: your appointments, incoming appointment requests, your client (patient) records and visit notes, your weekly working hours and time-off, and your published site content. It reaches all of this through your own site, using an endpoint address and a token that you provide during setup.

Each agent points at its own site. If you run more than one location or brand, you can give each one its own agent with its own connection, and they stay completely separate.

What your agent can do

Here is what the skill can actually do, in plain terms:

  • Offer open times. It checks your working hours and time-off and lists your free 30-minute slots for a given date, so it can propose a real time to a client instead of guessing.
  • Capture booking requests. When a website visitor shares their name and contact, it creates a pending request for your staff to review. Nothing is booked automatically.
  • Review and decide on requests. It can list pending requests, open one to see the details, edit them, then approve (which creates the client record) or reject.
  • Book and manage visits. It can book an appointment for an existing client, list what is coming up (today, tomorrow, this week, this month, upcoming, past), open a single visit, reschedule it, cancel it, or remove old ones.
  • Keep client records. It can search clients by name, phone or email, create or update a record, mark a client active, inactive or archived, and pull up one client's full visit history.
  • Add visit notes. It can attach a note to a visit, with an optional diagnosis and prescription, and edit or remove it later. This is handy for clinics and practices that keep clinical notes.
  • Manage your calendar. It can show and set your weekly working hours for each day (including split shifts, for example a morning and an afternoon block) and add or remove time-off and holiday blocks. Availability updates the moment you change it.
  • Answer from your site. It can read your published posts and use them to answer a visitor's question in your own words.
You do not need to spell out exact dates. Ask for "this week" or "next Monday" and the skill works out the real dates in your business timezone.

Installing and using it

  1. Open the Skill Marketplace in your Botonom dashboard.
  2. Find Appointments under the Productivity category and click Install.
  3. Choose which of your hired agents should use it. It turns on instantly.
  4. Connect it to your site (see the next section), then just talk to your agent in plain language.

Here are a few natural examples of how a conversation looks once it is set up:

User: Do we have any openings this Thursday afternoon?
Agent: Thursday, 17 July has three open slots: 14:00, 14:30 and 16:00.
       Want me to hold one for a client?

User: Any new appointment requests came in?
Agent: Yes, two pending requests. Ayse Demir asked for a first visit,
       and Mert Kaya asked for a follow-up. Approve either one?
User: Approve Ayse and book her for Thursday at 14:00.
Agent: Done. I approved Ayse's request and created her client record,
       then booked a first visit for Thursday, 17 July at 14:00.

User: I'll be away next Monday, close the office that day.
Agent: I've blocked Monday, 20 July as a full day off, so no slots
       will be offered.

The same agent also handles your website visitors: when someone asks about availability on your site, it can offer a time and capture their request into the same pending list you review above.

Connecting it to your site

Appointments does not use a one-click social login like the Google or Meta skills. Instead, each agent is pointed at your own appointment system with two values you enter during setup:

  1. Endpoint — the web address of your site's appointment service.
  2. API token — a key that authorizes the agent to read and write your bookings.

After you install the skill and pick an agent, open the skill's configuration for that agent, paste in the endpoint and the token, and save. The token is stored masked and encrypted, and you can change or remove it at any time to revoke access. Because the connection is set per agent, different agents can point at different sites or locations.

If you are not sure what to put in the endpoint and token fields, whoever set up your appointment website (your developer or site team) creates these values on your appointment backend. Ask them for the endpoint address and the API token for your site.

Good to know and limits

A few honest points so you know exactly what to expect:

Approving a request is not the same as booking a visit. Requests do not carry a date. When your agent approves a request it creates the client's record and marks the request approved, but it does not set a time. Booking the actual visit is a separate step, so ask the agent to book a slot once you approve.
  • It does not send reminders by itself. The skill books and manages visits but does not send SMS or email confirmations or reminders on its own. If you want those, pair it with a messaging skill (for example an SMS skill).
  • It does not take payments. There is no deposit or payment handling in this skill.
  • Site content is read-only. The agent can answer from your published posts, but it cannot write or edit them.
  • It is built around a practice model. Records are stored as patients and visit notes can hold a diagnosis and a prescription, so it fits clinics and health practices best. A salon or consultant can still use the same client and visit structure.
  • Permissions matter. Website visitors can only submit a request. Approving, booking, cancelling and editing records are done by a staff agent with the right permission, controlled by your agent roles.
  • Your data stays with you. Your bookings and client records live in your own site's system, reached only through the endpoint and token you provide. Revoke the token any time to cut off access.
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