How to Book Appointments Using GHL Voice AI Agent

1. Enable Voice AI in Your Sub-account

Head to your GHL sub-account settings:

• Click on Settings

• Select Conversation AI

• Enable Auto-Pilot Mode so the bot can reply without waiting for manual action

Tip: Use Suggestive Mode first to test responses before going fully automated.

2. Train Your AI Agent

Go to Bot Training and add:

• Common Q&A about booking

• Phrases like “I want to book an appointment,” “Can I schedule a call,” etc.

• Website or calendar links for more context

This helps your AI understand what users are asking.

3. Create a Calendar in GHL

If you haven’t already:

• Navigate to Calendars

• Set up a new calendar with time slots

• Make sure it’s connected to your workflow for booking

You’ll use this in the workflow later.

4. Set Up Your Workflow

Go to Automation > Workflows and create a new one:

• Trigger: Contact replies or inbound call (Voice AI)

• Action 1: Use “If/Else” to check if the contact wants to book

• Action 2: Use Premium Action to send a booking link or webhook to create the booking

• Action 3: Send a confirmation via SMS or email

You can also add tags and notes for follow-up.

5. Use Webhooks or Booking Links

Since the AI can’t click buttons, you’ll use:

• Direct calendar links sent via SMS

• Or use webhooks to auto-book based on intent

Example: “If the contact says ‘Yes, I’m free Monday at 10,’ the bot can pass that to a webhook and auto-book the slot.”