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Manage Your Bookings with AI Partner

Use your AI Partner to quickly view upcoming customer bookings, retrieve contact details, and manage appointments by canceling them directly from the chat interface.

Written by Leodith T.

Your AI Partner can help you efficiently manage your business bookings directly from the chat interface. Quickly view upcoming appointments, retrieve customer contact information, and cancel bookings with simple conversational prompts.
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View and List Upcoming Bookings

  1. Navigate to your Durable dashboard.

  2. In the chat field on your dashboard home page, type a prompt to query your bookings. For example, you might type: "Can you please provide a list of all bookings I have coming up next week?"

  3. Click the Send button (paper airplane icon) to submit your request.

  4. The AI Partner will display a summary of your upcoming bookings, typically in a table format, showing details such as the Date, Time, Client Name (e.g., "Jane Doe"), and the Service booked (e.g., "Initial Consultation").

Retrieve Customer Contact Details

  1. After viewing your bookings, or as a new request, type a prompt in the chat field to get contact information for your clients. For example: "Can you list all the contact details for these bookings?"

  2. Click the Send button.

  3. The AI Partner will display the Client's name, Email (e.g., [email protected]), and Phone number (e.g., (555) 123-4567) for each relevant booking.

Cancel a Booking

  1. In the chat field, type a prompt to cancel a specific booking. For example: "Can you cancel the booking with John Smith for the Standard Consultation?"

  2. Click the Send button.

  3. The AI Partner will summarize the booking details it found and ask for confirmation.

  4. Click Yes, cancel it to confirm the cancellation.

  5. The AI Partner will confirm that the booking has been canceled and may provide an updated summary of your remaining bookings.

Ideas to try

  • Query specific bookings: "Show me all my bookings for tomorrow."

  • Find contact information for a client: "What is the phone number for Sarah Johnson's booking?"

  • Cancel a booking by service and date: "Cancel the booking for Website Review on October 26th."

  • List all bookings for a future period: "What bookings do I have scheduled for next month?"

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What's next

Explore how your AI Partner can assist with other business tasks, such as generating a Competitive Intelligence Report or creating social media posts.

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