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Book appointments

LeadTasker can book appointments with your customers right inside the conversation: it reads the free slots in your Google Calendar, creates the event with a Google Meet link and sends the customer the invitation.

Path: menu AI Agents ("Agentes IA") → LeadTasker → "Agenda" tab → "Configuración" sub-tab (/inbox?view=citas&tab=configuracion).

Availability by plan

Booking appointments is available from the Starter plan. On the Free plan you'll see "Agendamiento disponible desde el plan Starter". See Plans & pricing.

Step 1 — Turn on booking and connect Google Calendar​

  1. On the "Agendar citas" card, switch the toggle on.
  2. Click "Conectar Google Calendar" and authorize access with your Google account. When you're back you'll see "Conectado — LeadTasker usará tu disponibilidad real" (connected — LeadTasker will use your real availability).
  3. Optional: in "Calendario donde se crean las citas" (calendar where appointments are created), paste the ID of another Google calendar (including one shared with you). If you leave it empty, appointments go to your primary calendar.

Booking doesn't work without the calendar connected: the card warns you.

Step 2 — Set your booking hours​

In "Horario de reservas" (booking hours) you choose the start and end time, the time zone, the open days and, if a day opens at a different time, its per-day hours. These hours are what count: LeadTasker will never offer an appointment outside them. (Whatever you write as opening hours in your Business Memory is informational only.)

You also set the default appointment length, which LeadTasker uses when the service has no length of its own in the Memory. With "Pausar mensajes fuera de horario" (pause messages outside hours), the follow-ups LeadTasker sends on its own wait for your hours.

Step 3 (optional) — Your booking link in the Memory​

In "Memoria del negocio" (/launchpad), "Agenda / Calendario" section, you can paste a "Link de calendario" (Calendly, Google Calendar or another tool). It shows on the "Agenda una cita" button of your landing and LeadTasker can share it with your customers.

How the appointment works

When a customer asks for an appointment, LeadTasker proposes times (if the customer asks for a specific day, it looks for availability on that date), asks for their email if it doesn't have it yet, creates the event in your Google Calendar with the Google Meet link and sends them the email invitation. You'll see the appointment on the contact's profile and in the appointments list.

View and manage your appointments​

In "Agenda" → "Citas" (/inbox?view=citas) you see your appointments by date range, with their contact, length and status ("Confirmada", "Pendiente", "Por verificar" (to verify), "Cancelada").

  • "Unirse" (join) opens the meeting link.
  • "Cancelar" cancels the appointment and deletes the event from your calendar. The contact doesn't get an automatic notice: let them know yourself.
  • Appointments "Por verificar" are confirmed ("Confirmar", and the contact gets the confirmation) or discarded ("Descartar").

Want LeadTasker to call the customer to remind them of their appointment? Turn on the "Recordatorio de Voz" (voice reminder — Pro plan) in Automations.