Set up a Book appointments campaign
How the agent books meetings on your calendar or sends a booking link, what the Booking step needs, and why the campaign cannot publish yet.
Last reviewed November 7, 2026
It cannot publish yet
You can set up a Book appointments campaign today, but you cannot publish it. Until Growth Dept switches calendar connections on, the publish check says "Calendar connections are not available yet". Booking has been tested only against a simulated calendar.
What it does
The campaign contacts people your system sends with a Custom API meetings/requested or leads/updated event, and people you add from a file or with Enroll from your leads. On a call, the agent looks up open times on your calendar for the next seven days, offers up to five, and books the one the person picks. If they would rather choose a time themselves, or the calendar cannot book, it texts the booking link. Texts and emails ask the person to reply with a day or to pick a time through the link.
The run ends as Meeting booked when the agent books on a call. The objective earns no revenue and has no Offer step, and an order from the lead does not stop the run.
The Booking step
| Field | What to enter |
|---|---|
| Calendar service | Calendly, Cal.com, Chili Piper, HubSpot Meetings or GoHighLevel Calendars. Required. |
| Calendar | The calendar from the account you connected. Until an account is connected, the field is a box for the calendar id. Required. |
| Meeting length, in minutes | What the agent tells people, from 5 to 240. 30 by default. |
| Booking link for calls | Required even when calls are off. It is what the agent sends when it cannot book a time itself. |
| Booking link for texts and emails | Goes where {{ booking_link }} stands in texts and emails. Left empty, those messages go out with that spot blank. |
Before you publish
- A calendar service and calendar chosen, and that account connected. Otherwise the check asks you to connect it.
- The booking link for calls.
- The steps every campaign needs: a brand, at least one channel, a brief and a hand-off address in General settings.
The template's guardrails tell the agent to offer only times the calendar returns, never to say a meeting is booked before the booking is confirmed, and not to quote prices. The recommended sequence calls within minutes, sends a text and an email in the first hour, calls and texts again over the next two days, then ends.
Run a test uses made-up calendar answers and books nothing. Why a meeting did not get booked lists what can go wrong on a real call.