Connect a calendar
Three providers, in the builder’s goal step or later in Dashboard → Agent → When a new client calls.Google Calendar
Sign in with Google. Works with personal Gmail and Google Workspace.
Outlook / Microsoft 365
Sign in with Microsoft. Works with Microsoft 365 business accounts.
Calendly
Paste a personal access token from Calendly → Integrations → API & webhooks,
then pick the event type she should book.
1
Choose your provider and sign in
A popup opens for Google or Microsoft. Approve calendar access and it closes
itself.
2
Pick the calendar she books into
If you have several, choose the one your consultations live on. With Calendly,
pick the event type instead.
3
Set her booking rules
See below — this is what keeps her from offering a 7pm Sunday slot.
4
Check the openings she'd offer
The panel shows the next openings she’d offer right there. If those look
wrong, your rules need adjusting, not your calendar.
Her booking rules
No calendar access? Use a scheduling link
Pick Send callers a scheduling link instead and give her any public booking URL (Calendly, Acuity, TidyCal, a Microsoft Bookings page). She emails it after the call and the caller picks their own time. You lose the live booking — some callers never open the email — but it takes ten seconds to set up and needs no access to your calendar. You can switch to a connected calendar later without rebuilding anything.What she puts on the invite
The caller’s name, their number, and what the call is about — the intake she just took, so the attorney opens the event already knowing the case. The caller gets a confirmation from your calendar provider the same way any other invitee would.Troubleshooting
She says there's nothing available
She says there's nothing available
Almost always the rules, not the calendar: too much notice required, too
narrow a From / Until, or a buffer wide enough to swallow every gap. Check
“next openings she’d offer” after each change.
She booked over something
She booked over something
She only reads the calendar you selected. If your real availability is spread
across several calendars, either consolidate them or use the one that shows
everything as busy.
The sign-in popup never finished
The sign-in popup never finished
Reconnect — the panel offers a retry link when a sign-in was abandoned. Popup
blockers are the usual cause.
Calendly event types are empty
Calendly event types are empty
The token was created on a different Calendly account, or it lacks access to the
event types. Generate a fresh personal access token and paste it again.

