Configure Scheduling Rules for Booking Links

📆 How to Configure Scheduling Rules for Booking Links

When using Sloane to book appointments with your callers, its critical to specify your scheduling preferences so Sloane knows things like the maximum number of appointments you want to have in a given day, the duration of appointments and other details.

1. Log into your Dashboard
2. Navigate to Texting in the sidebar
3. Click on Booking Links
4. In the Booking Link tab, verify you already Connected Your Calendar
5. Scroll down to Scheduling Rules
6. Adjust the values in the following dropdowns:
• Minimum Notice (hours)
• Maximum Advance (days)
• Time Increments (minutes)
• Buffer Before (minutes)
• Buffer After (minutes)

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Next Steps...

🕑 Create Booking Slots

1. Log into your Dashboard
2. Navigate to Texting in the sidebar
3. Click on Booking Links
4. In the Booking Link tab, verify you already Connected Your Calendar
5. In the Booking Links tab, scroll down to Booking Slots
6. Select Add Slot to expand the Edit Booking Slot window
7. Adjust the values in the following dropdowns:
• Slot Name
• Duration
• Price
• Meeting Type
• Description

💬 Enable Sloane to Text Callers Booking Links

1. Log into your Dashboard
2. Navigate to Texting in the sidebar
3. Click on Booking Links
4. In the Booking Link tab, verify you already Connected Your Calendar
5. Scroll down to Text Message which contains your pre-loaded Booking Link
6. Verify your Booking Link looks like https://app.hi-sloane.com/book/[your-company-name]
7. Either use the pre-loaded Text Message as is or customize it -- but make sure you don't change your unique Booking Link
8. Enable the Toggle Button and let Sloane start texting callers your Booking Link