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Bookings & scheduling

Booked, confirmed,
and automatically handled.

Your agent doesn't just answer questions — it books appointments, confirms them, and follows up. Here's how.

5 steps
10 min read
Growth & Pro plans
1
Step one

Connecting your booking system

Chime integrates directly with the most widely used booking and scheduling platforms. Once connected, your agent can check live availability, create new bookings, and send confirmations — all within the conversation thread, without the customer ever leaving the chat.

Navigate to Settings, then Integrations to connect your calendar. The connection takes under five minutes for all supported platforms — you'll authenticate with your provider and grant Chime read and write access to your calendar.

Calendly
Acuity Scheduling
Vagaro
Square Appointments
Custom booking flow
Settings → Integrations
Connect your booking platform in under 5 minutes
Pro tip
If you don't use a booking platform yet, Chime can still handle the front-end of booking conversations. It collects the customer's requested date, time, party size, and service, then notifies you to confirm manually. It's not fully automated, but it still removes the back-and-forth entirely and your inbox will be a lot quieter.
2
Step two

Defining your booking rules

Booking rules tell your agent exactly how to handle scheduling requests. Without them, your agent can't book intelligently — it might offer slots you can't serve, double-book, or accept same-day requests you need advance notice for. Booking rules are the constraints that make automation safe.

You define which services are bookable, how long each takes, what your availability windows are, and any lead time or buffer requirements. These rules are applied to every booking request your agent handles, every time, with zero deviation.

Define
Available services
Which services can be booked via chat and their duration
Set
Availability windows
Your open hours per day and any blackout dates
Add
Lead time rules
Minimum advance notice required before a booking is valid
Pro tip
Include your cancellation policy as a booking rule, not just in your knowledge base. When it's defined as a rule, your agent communicates the policy automatically every time a booking is confirmed — not just when a customer asks about it. This sets expectations upfront and dramatically reduces disputes later.
3
Step three

Setting up confirmations and reminders

Once a booking is created, Chime can send an automated confirmation message immediately — containing the date, time, service, and your cancellation policy. No action from you required. The customer receives everything they need to know in the same conversation thread they used to book.

Beyond the initial confirmation, Chime can send automated reminder messages at intervals you define. The most effective combination is a 24-hour reminder and a 2-hour reminder before the appointment.

Immediately
Booking confirmation
Date, time, service, and cancellation policy sent instantly after booking is created
24 hours before
Day-before reminder
Confirms appointment details and gives customer a chance to reschedule with enough notice
2 hours before
Same-day reminder
Final touch — address, parking info, or any prep instructions you've configured
40%
Reduction in no-show rateBusinesses using Chime's automated reminder sequence saw no-show rates drop by 40% in testing. Reminders are one of the highest-ROI features you can activate.
Pro tip
Reminder messages significantly reduce no-shows not just because they jog memory, but because they give customers an easy, low-friction way to reschedule early rather than simply not showing up. The 24-hour reminder does most of the heavy lifting — if you only activate one, make it that one.
4
Step four

Handling rescheduling and cancellations

When a customer asks to reschedule or cancel, your Chime agent handles the entire request according to your defined policy — no human intervention required. It checks your calendar for available alternatives, presents options to the customer, and updates the booking once the customer confirms a new time.

For cancellations, your agent enforces the policy you've defined — including any late cancellation fees or deposit forfeitures. It communicates the policy politely but consistently, applying the same rules whether the customer is a first-timer or a regular.

Agent checks live availability before offering alternatives
Cancellation policy communicated every time
Booking system updated automatically on reschedule
Owner notified for late cancellations per policy
Pro tip
Define "last minute cancellation" precisely in your policy. If it means within 24 hours of the appointment, say so explicitly — with the number. Your agent will apply that definition consistently every single time, which is more than most human staff achieve. Consistency in policy enforcement is one of the biggest operational gains Chime provides.
5
Step five

Reviewing your booking dashboard

All bookings made through Chime appear in your booking dashboard — a clean table view showing the channel, service type, appointment time, and customer details for every reservation. You can sort, filter, export to CSV, or push bookings to your calendar app of choice.

Beyond the individual bookings, Chime generates a weekly summary email that includes your booking conversion rate — the percentage of booking inquiries that became confirmed appointments. This metric tells you more about your agent's commercial effectiveness than any other single number.

Upcoming bookings
Export CSV
Sync calendar
Customer
Service
Date & time
Channel
Status
Maya T.
Full session
Apr 2, 2:00pm
iMessage
Confirmed
James R.
Consultation
Apr 3, 11:30am
WhatsApp
Confirmed
Priya K.
Half session
Apr 4, 4:00pm
iMessage
Pending
Pro tip
Use the weekly summary email to track your booking conversion rate over time — how many inquiries turned into confirmed appointments. This is the clearest signal of how well your agent is performing commercially. If conversion drops, it usually means a gap in your knowledge base or a booking rule that's creating friction. Review conversations from that week to diagnose the cause.
Fully hands-off
Every booking handled.
Every customer answered.

Stop managing your inbox. Start running your business. Chime handles the conversation layer for you.

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