Node: Book appointment (Calendar)

The Book appointment (Calendar) node automatically books a slot in your Appointments/Calendar module, using the flow's contact and conversation (or deal). It automates bookings without an agent needing to open the calendar manually — for example when a lead fills out a form, or when a deal is won and you need to schedule the welcome call.

Requirements

• At least one active calendar must exist in the workspace (the node doesn't create calendars).

Configuration

• Starts at (required): when the appointment begins. Accepts flow variables (e.g. a value the customer typed, or one computed by an earlier step).
• Calendar (optional): name (or part of the name) of the calendar to book into. If left blank, or no match is found, it uses the workspace's default calendar (or the first one available).
• Service (optional): name (or part of the name) of the service type to book within that calendar.
• Title (optional): text for the appointment; if not set, it uses the service's name or defaults to "Appointment".

Example

Flow "Deal won → schedule onboarding": trigger Deal won → Book appointment (Calendar) node with Starts at="{{deal.won_at + 1 day at 10:00}}", Calendar="Onboarding", Service="Welcome call". Once the sale closes, the customer already has a slot booked without anyone opening the calendar.

Tips

• If the requested slot is already taken, the node does NOT fail the flow: it simply skips the booking (you can detect this and alert an agent with another node).
• The appointment is automatically linked to the contact, and if the flow runs inside a conversation or a deal, it's linked to those too.

Troubleshooting

• "Empty starts_at": check that the Starts at field has valid content after variable substitution.
• The appointment wasn't created and there's no visible error: there may be no active calendar in the workspace, or the requested time matched an already-booked slot.