- AI-Agent
- Ready to Run
Manage Client Appointments
Book, move, or cancel appointments from chat and email confirmations
Use this Agent instantly or customize it - no programming needed
- client messageclient message
Your client's message says whether they want to book, move, or cancel an appointment.
- chat historychat history
Earlier chat messages supply details your client already shared.
- booking rulesbooking rules
Your booking rules set appointment hours, durations, lead time, buffers, and time zone.
- calendar availabilitycalendar availability
Your chosen calendars show busy periods that could block a requested time.
- existing appointmentsexisting appointments
Your existing appointments help identify the booking your client wants moved or canceled.
ClickUp brings in client requests and lets the Agent answer in the same conversation.
Your appointment calendar shows busy times and client appointments, and holds confirmed changes.
- client chat replyclient chat reply
Your client sees a question, open times, or a final result in chat.
- client chat replyclient chat reply
Your client sees a question, open times, or a final result in chat.
- client chat replyclient chat reply
Your client sees a question, open times, or a final result in chat.
- client chat replyclient chat reply
Your client sees a question, open times, or a final result in chat.
- client chat replyclient chat reply
Your client sees a question, open times, or a final result in chat.
- appointment changeappointment change
Your calendar reflects the booking, move, or cancellation after the change succeeds.
- confirmation emailconfirmation email
Your client receives an email confirming the booking, move, or cancellation.
- client chat replyclient chat reply
Your client sees a question, open times, or a final result in chat.
Your email sender sends clients appointment notices and emails you the daily agenda.
- today's datetoday's date
Your business time zone determines which day the morning agenda covers.
- today's appointmentstoday's appointments
Your current appointments supply the client names and times for today's agenda.
- owner email addressowner email address
Your chosen email address receives the daily appointment list.
Your appointment calendar shows busy times and client appointments, and holds confirmed changes.
- daily agenda emaildaily agenda email
You receive today's appointment list and count, or a notice if the calendar is unavailable.
Your email sender sends clients appointment notices and emails you the daily agenda.
- daily agenda emaildaily agenda email
You receive today's appointment list and count, or a notice if the calendar is unavailable.
- daily agenda emaildaily agenda email
You receive today's appointment list and count, or a notice if the calendar is unavailable.
This Agent reads a client's chat request and checks your calendar. It asks about missing details, then makes valid changes and emails the client. Each morning, it emails you today's agenda.
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GmailUsed as:
- Email sender
Gmail sends clients appointment notices and emails you the daily agenda.
Google CalendarUsed as:
- Appointment calendar
Google Calendar shows busy times and client appointments, and holds confirmed changes.
Microsoft OutlookUsed as:
- Email sender
Microsoft Outlook sends clients appointment notices and emails you the daily agenda.
LeadConnectorUsed as:
- Appointment calendar
LeadConnector shows busy times and client appointments, and holds confirmed changes.
monday.comUsed as:
- Appointment calendar
monday.com shows busy times and client appointments, and holds confirmed changes.
ClickUpUsed as:
- Client chat tool
ClickUp brings in client requests and lets the Agent answer in the same conversation.
ZoomUsed as:
- Appointment calendar
Zoom shows busy times and client appointments, and holds confirmed changes.
- Email sender
Zoom sends clients appointment notices and emails you the daily agenda.
BrevoUsed as:
- Email sender
Brevo sends clients appointment notices and emails you the daily agenda.
Acuity SchedulingUsed as:
- Appointment calendar
Acuity Scheduling shows busy times and client appointments, and holds confirmed changes.
Microsoft Office 365Used as:
- Appointment calendar
Microsoft Office 365 shows busy times and client appointments, and holds confirmed changes.
- Email sender
Microsoft Office 365 sends clients appointment notices and emails you the daily agenda.
ClickSend SMSUsed as:
- Email sender
ClickSend SMS sends clients appointment notices and emails you the daily agenda.
KeapUsed as:
- Email sender
Keap sends clients appointment notices and emails you the daily agenda.
LoftyUsed as:
- Appointment calendar
Lofty shows busy times and client appointments, and holds confirmed changes.
SendGridUsed as:
- Email sender
SendGrid sends clients appointment notices and emails you the daily agenda.
Zoho MailUsed as:
- Email sender
Zoho Mail sends clients appointment notices and emails you the daily agenda.
ServiceM8Used as:
- Email sender
ServiceM8 sends clients appointment notices and emails you the daily agenda.
Campaign MonitorUsed as:
- Email sender
Campaign Monitor sends clients appointment notices and emails you the daily agenda.
GetResponseUsed as:
- Email sender
GetResponse sends clients appointment notices and emails you the daily agenda.
MailgunUsed as:
- Email sender
Mailgun sends clients appointment notices and emails you the daily agenda.
MailjetUsed as:
- Email sender
Mailjet sends clients appointment notices and emails you the daily agenda.
lemlistUsed as:
- Email sender
lemlist sends clients appointment notices and emails you the daily agenda.
OneSignalUsed as:
- Email sender
OneSignal sends clients appointment notices and emails you the daily agenda.
BoulevardUsed as:
- Appointment calendar
Boulevard shows busy times and client appointments, and holds confirmed changes.
SuperchatUsed as:
- Email sender
Superchat sends clients appointment notices and emails you the daily agenda.
ActiveCampaign PostmarkUsed as:
- Email sender
ActiveCampaign Postmark sends clients appointment notices and emails you the daily agenda.
Mailchimp TransactionalUsed as:
- Email sender
Mailchimp Transactional sends clients appointment notices and emails you the daily agenda.
Microsoft ExchangeUsed as:
- Appointment calendar
Microsoft Exchange shows busy times and client appointments, and holds confirmed changes.
- Email sender
Microsoft Exchange sends clients appointment notices and emails you the daily agenda.
SenderUsed as:
- Email sender
Sender sends clients appointment notices and emails you the daily agenda.
SimplyBook.meUsed as:
- Appointment calendar
SimplyBook.me shows busy times and client appointments, and holds confirmed changes.
Made for your industry
Manage Client Appointments is made for businesses in these industries.
- Financial Services
Schedule client meetings and email the owner today's appointments.
Show all Agents for the Financial Services industry - Healthcare
Book patient appointments and confirm schedule changes by email.
Show all Agents for the Healthcare industry - Real Estate
Book buyer and seller appointments and confirm any changes.
Show all Agents for the Real Estate industry - Legal Services
Book client consultations and confirm changes to the calendar.
Show all Agents for the Legal Services industry - Insurance
Schedule policyholder appointments and confirm changes by email.
Show all Agents for the Insurance industry - Home Services
Schedule customer visits and offer open times when plans change.
Show all Agents for the Home Services industry - Beauty and Wellness
Book client visits, offer open times, and confirm changes by email.
Show all Agents for the Beauty and Wellness industry - Automotive Services
Book service appointments and keep customers informed of changes.
Show all Agents for the Automotive Services industry - Veterinary Services
Book pet appointments and confirm changes with their owners.
Show all Agents for the Veterinary Services industry
Made for your role
Manage Client Appointments is made for people in these roles.
- Administrative Assistant
Keep the owner's appointment calendar and daily agenda current.
Show all Agents for the Administrative Assistant role - Customer Service Representative
Reply to booking requests in chat with available times.
Show all Agents for the Customer Service Representative role - Scheduling Coordinator
Book, move, or cancel client appointments around existing plans.
Show all Agents for the Scheduling Coordinator role - Business Owner
Keep client bookings current and get today's agenda by email.
Show all Agents for the Business Owner role - Real Estate Agent
Keep buyer and seller appointments current as plans change.
Show all Agents for the Real Estate Agent role - Receptionist
Answer appointment requests in chat and confirm changes by email.
Show all Agents for the Receptionist role - Insurance Agent
Schedule policyholder appointments and confirm changes by email.
Show all Agents for the Insurance Agent role - Financial Advisor
Book client meetings around existing appointments and confirm changes.
Show all Agents for the Financial Advisor role - Office Manager
Track today's appointments and keep booking changes clear.
Show all Agents for the Office Manager role - Service Advisor
Schedule customer visits and confirm appointment changes.
Show all Agents for the Service Advisor role - Hairstylist
Book salon appointments and email today's client list.
Show all Agents for the Hairstylist role
Made for your department
Manage Client Appointments is made for people in these departments.
- Client Services
Keep client bookings current and offer alternatives when times conflict.
Show all Agents for the Client Services department - Administration
Keep the owner's calendar current and send the daily agenda.
Show all Agents for the Administration department - Customer Service
Handle appointment requests in chat and confirm the result by email.
Show all Agents for the Customer Service department - Scheduling
Check availability before booking or changing client appointments.
Show all Agents for the Scheduling department
How Manage Client Appointments works
5 steps, in order, on every run.
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Read the client requestRead the chat thread to understand the client's request. Ask for missing details before changing the calendar.
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Check appointments and open timesFind an existing appointment by client email for a move or cancellation. Check open times against the calendars and booking rules you chose.
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Offer times or ask for clarityOffer three valid times when the requested slot is busy. Ask which appointment the client means if more than one matches.
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Make the change and confirmRecheck availability, then make a clear change. Email the client and reply in chat after success; report a calendar failure without confirming.
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Send the morning agendaList today's appointments from your chosen calendar and email you the times and total. Send a clear-day message when none are scheduled.
How to Get Started
Connect the tools you already use, such as Gmail, Google Calendar or Microsoft Outlook.
29 tools
- Connect the client chat, the appointment calendar, and an email sender; choose the chat conversation clients use for scheduling.
- Choose the appointment calendar, any other calendars that block availability, the owner's email address, and the daily agenda time.
- Set the business time zone, appointment hours, allowed durations, lead time, buffer time, and how far ahead clients may book.
- Tell clients to provide their name and email address in chat; set the rule that changes or cancellations require a matching client email and an unambiguous appointment.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Manage Client Appointments:
Yes, if you connect it as your appointment calendar. You can also choose other calendars that block your availability.
Your client gets three available alternatives in chat. The appointment stays unchanged until they choose a time.
You set a matching-email rule for moves and cancellations. If several appointments match, the Agent asks your client which one they mean.
Yes. You choose the morning time and business time zone. The email shows today's appointments and total, or says your day is clear.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.