ClearTalk
Calendars

Calendars

How booking works in ClearTalk — event types, schedules, connected calendars, and the two places an appointment can live.

When an agent books an appointment, three things have to be true: it has to know what is being booked, when you're available, and where the appointment gets written. Calendars is where you set all three.

The two places a booking can live

Before setting anything up, decide where appointments should end up. Every agent binds to one source.

ClearTalk Calendar

Built in

  • You define event types and schedules here.
  • Bookings appear on the Bookings tab.
  • Connected calendars block busy times automatically.
  • The right choice if your calendar lives in Google or Outlook, or nowhere in particular.

CRM Calendar

Your connected CRM

  • Books directly into a calendar in your CRM.
  • Availability comes from the CRM's own rules.
  • Appointments show up where your team already works.
  • The right choice if your CRM is already the system of record.
Set on the agent, under Appointment booking. One agent, one source — but different agents can use different ones.

If your team already lives in a CRM calendar, book there. Two calendars that both think they're authoritative is the most reliable way to double-book a customer.

How the built-in calendar fits together

Three tabs under Calendars, and they build on each other in order:

  1. 1

    Schedule — when you're available

    Weekly hours in a specific time zone. Most businesses need exactly one.

  2. 2

    Event Types — what people can book

    Duration, location, buffers, and the notice you need. Each one runs on a schedule.

  3. 3

    Bookings — what's actually on the books

    Everything booked by an agent, by hand, or by a customer, in one list.

Set them up in this order — event types can't be created until a schedule exists.

What the agent does with all this

When an agent is set to book appointments, it gains two abilities automatically — look up open times, and book one. You never configure these; they're created and kept in sync with whatever calendar you bound the agent to.

Agentsends toYour calendar

  1. 1.The caller asks about availability, so the agent looks up open times.
  2. 2.Your schedule, event-type rules, existing bookings, and connected-calendar busy times are all applied.
  3. 3.It gets back a list of real, bookable slots.

Callersends toBooked

  1. 1.The agent offers a couple of times and the caller picks one.
  2. 2.It confirms the time back before committing — no booking happens on a maybe.
  3. 3.The appointment is written, linked to the call and the contact, and read back for confirmation.
What happens behind a thirty-second exchange on a call.

If the slot got taken between the lookup and the booking, the agent is told and offers a different time rather than silently failing. Full detail in Booking in conversations.

Where to go next

Availability and connected calendars

Weekly hours, time zones, and connecting Google, Outlook, or Calendly so you're never double-booked.

Event types

Duration, buffers, notice, daily limits, and location — every setting and what it's for.

Booking in conversations

How an agent offers times and books them, on a call or over text.

Managing bookings

Upcoming, past, and cancelled — and what each booking source tells you.

Opt-outs and blocked numbers

How STOP is handled, the four ways a number lands on the blocklist, and the one situation where unblocking is legitimate.

Availability and connected calendars

Setting your weekly hours and time zone, and connecting Google, Outlook, or Calendly so agents never book over something you already have.

On this page

The two places a booking can liveHow the built-in calendar fits togetherWhat the agent does with all thisWhere to go next