Using Website Chat for Appointment Booking

Offer available appointment slots only after the visitor provides the required inquiry details. Confirm the selected time.

Website chat can help visitors ask questions and submit an inquiry without waiting for your team. When available for your account, approve its guidance and test the visitor experience before publishing it to a live page.

Confirm website access, the intended brand, and the team member who will follow up with new leads.

Click Check Saved Settings for a sample date and Test Rae replies for the visitor flow. It is suggested to verify that one busy time is excluded.

Click Approve and publish the version, submit a controlled inquire and confirm its appointment appears on the lead and calendar.

Choose the hosts and available times in Rae's sales guidance. Connect the outside calendars a host wants checked. A visitor's confirmed appointment is saved to the lead and calendar; the confirmation appears in chat. That booking alone does not send an email or text invitation. Test a busy slot and a free slot before publishing.

A confirmed visitor appointment appears in the chat and on the lead. Test a time that is free and one already busy, and check whether your team needs a separate email or text follow-up.

Submit a test inquiry from the public site and verify that the conversation, lead, and any appointment appear for the team.

Saving or previewing guidance does not contact a visitor. A published chat can create a lead and start an existing workflow after an inquiry is submitted with permission to follow up.