> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# In-Chat Booking

> Let your AI assistant book meetings directly in chat, voice, SMS, and email conversations

## Booking Without Leaving the Conversation

Your AI assistant doesn't just answer questions — it can book meetings on your calendar in the same conversation. When a customer says "Can we hop on a call this week?", the assistant offers available times, takes their details, and confirms the booking, all without sending them to a separate booking page.

## What It Looks Like in Each Channel

<Tabs>
  <Tab title="Chat">
    The assistant detects intent to book and renders a booking widget inline in the chat. The customer picks a date, picks a time, and enters their details — right there in the chat window. Once confirmed, the assistant follows up with a friendly summary.

    If you have multiple event types, the assistant first asks which one to book (or shows a picker). If only one event type is enabled, it goes straight to dates and times.
  </Tab>

  <Tab title="Voice">
    On a phone call, the assistant walks through booking conversationally:

    1. Lists the available event types ("Would you like a 30-minute intro call or a 60-minute deep dive?")
    2. Confirms which one to book
    3. Reads off available times for the customer's preferred day
    4. Confirms the time the customer picks
    5. Captures their name, email, and phone
    6. Books and reads back the confirmation

    The customer never has to type anything — the whole booking happens by voice.
  </Tab>

  <Tab title="SMS">
    The assistant replies with a booking link plus a quick summary of the next available times. The customer taps the link to complete the booking on the public page.

    For simple cases, the assistant can also book directly without redirecting the customer.
  </Tab>

  <Tab title="Email">
    The assistant includes a booking link in its email reply, formatted with the next few available time slots. The customer clicks the link to pick a time.
  </Tab>
</Tabs>

## How the Assistant Decides When to Book

Your AI assistant uses your event types and availability automatically. You don't need to write special instructions for booking — when a customer expresses interest in scheduling, the assistant offers it.

You can shape the experience by:

* **Limiting which event types** an assistant offers (configure per-bot from the event types list)
* **Updating event type names and descriptions** so the assistant has clear context to share
* **Configuring custom questions** so the assistant gathers qualifying info before booking

<Tip>
  A short, descriptive event type name like "30-min Discovery Call" works much better than something generic like "Meeting" — it gives the AI clear language to use in conversation.
</Tip>

## After the Booking

Once a customer books in conversation:

<CardGroup cols={2}>
  <Card title="Confirmation Email" icon="envelope">
    Sent to the customer with the meeting details
  </Card>

  <Card title="Calendar Event" icon="calendar-check">
    Added to the host's connected Google Calendar
  </Card>

  <Card title="Inbox Update" icon="inbox">
    The conversation continues with the assistant's confirmation
  </Card>

  <Card title="CRM Link" icon="users">
    The booking is associated with the customer's contact record
  </Card>
</CardGroup>

## Switching Booking Providers

If you use Calendly or Cal.com instead of Clarky's built-in scheduler, your AI assistant uses those instead. Switch providers from **Booking > Settings** — see the [providers guide](/features/booking/providers) for setup.

<Note>
  Each AI assistant uses one booking provider at a time. The assistant's chat, voice, SMS, and email flows all use the same provider you've selected.
</Note>

## Troubleshooting

<AccordionGroup>
  <Accordion title="The assistant isn't offering to book">
    * Make sure your workspace has at least one **active** event type
    * Confirm the event type is enabled for that specific assistant (check the chips on the event types list)
    * Verify your booking provider is set in **Booking > Settings**
  </Accordion>

  <Accordion title="The assistant offers booking but no times are available">
    Check the [Availability guide](/features/booking/availability) — usually no slots means working hours aren't set, the date is outside your max-days-ahead window, or all hosts are busy on connected calendars.
  </Accordion>

  <Accordion title="In voice, the assistant isn't completing the booking">
    Voice booking uses a step-by-step flow. If the assistant gets stuck, the customer can usually re-state their preferred time clearly, or you can fall back to sending them the public link.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Booking Providers" icon="plug" href="/features/booking/providers">
    Use Calendly or Cal.com instead
  </Card>

  <Card title="Event Types" icon="calendar" href="/features/booking/event-types">
    Configure what assistants can book
  </Card>
</CardGroup>