Your availability is set up, see .
New advisors already have two event types: Callback and Advisory appointment. You can adjust them or create more.
A template for appointments. Your agent always books a specific event type, for example “Callback” or “Advisory appointment”.
1. Create an event type
Open Configure › Account › Event types and click Add event type. Insaio immediately creates an event type called New event type with 30 minutes and opens it. Enter a title and choose the Duration and the Location: Phone, Video conference or In person. Click Save when you are done.
2. Set the time grid and buffers
The Time slot interval determines at which times appointments are offered, for example every 30 minutes. Under Limits & buffers you use Buffers to block time before or after the appointment, for example for travel.
3. Allow cancelling and rescheduling
Under Adjustments › Reschedule & cancel you decide whether customers may cancel or reschedule the appointment themselves, and until when. Read more in .
4. Create variants
Duplicate an event type to create a variant, for example the same appointment with 60 instead of 30 minutes.
Frequently asked questions
In your campaigns, in the agent skills and on your booking page, see .
Only if Requires confirmation is switched on in the event type. Until you confirm, the appointment is hatched in the calendar.