Appointments Workflow Triggers
Workflow Trigger - Appointment Status
Adaptive AI automates actions based on appointment status updates, reducing manual work and ensuring timely follow-ups.
Read guideAdaptive AI · By Adaptation Living LLC
Appointments
Create, update, reschedule, cancel, and report on appointments.
96 guides in this area
Step-by-step library
Guides for Appointments
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Calendar Settings & Preferences
Collecting Payments in Calendars
Calendar Payments are now possible when booking an appointment. It allows the location to receive payments when a client or customer books for a certain…
Read guideGetting Started w/ Calendars
Add Guests Features in Calendar Bookings
The Add Guests feature allows customers to include additional attendees during the appointment booking process.
Read guideGetting Started w/ Workflows
If/Else Workflow Action - Appointment Filter Options
The Appointment option in If/Else conditions allows users to create more dynamic and customized workflow branches based on appointment-related events.
Read guideNew Mobile App Experience
Unified Appointment Screen in the Adaptive AI Mobile App
Manage every appointment from one place in the Adaptive AI mobile app. The Unified Appointment Screen brings appointment details, attendees, form…
Read guideScheduling Appointments
Coupon Codes in Calendars
Coupon Codes allow you to offer discounts on calendar bookings made via the booking widget.
Read guideScheduling Appointments
Create Appointment Note - Workflow Action
We have introduced a new action under the Appointments category called Create Appointment Note.
Read guideScheduling Appointments
How to Create & Manage Appointment Notes & Sync them Across Records
Capture key context once and have it follow you wherever you work. In Adaptive AI, appointment notes automatically appear on the related Contact,…
Read guideScheduling Appointments
How to Manage Appointments with Appointment List View
Appointment List View in Adaptive AI provides a powerful way to manage appointments using a list-based workspace instead of a traditional calendar layout.
Read guideScheduling Appointments
Manually Booking Calendar Appointments
Need to S chedule Calendar Appointments for someone else- leads, clients, or team members? Here’s how to manually book appointments across Adaptive AI.
Read guideScheduling Appointments
Payments Tab in Calendars
The Payments tab in Adaptive AI’s appointment modal centralizes payment tracking and collection for any booking.
Read guideScheduling Appointments
View Custom Form Submissions (Appointment Side Drawer)
The View Form Submissions feature allows users to see responses from custom booking forms directly within the Appointment Modal.
Read guideScheduling Appointments
Workflow Action: Book Appointment
The Book Appointment workflow action lets your workflow automatically create an appointment on a selected calendar when a trigger fires.
Read guideServices
Add-ons in Services
Add Ons allow users to enhance services by offering additional features or upsells, providing customers with options to customize their booking experience.
Read guideServices
Ask the Booker Location for Services (v2)
Ask the Booker Location for Services (v2) lets businesses collect a customer’s service address directly during booking.
Read guideServices
Manage Service Appointments in the Appointment Modal
Practical Adaptive AI instructions for “Manage Service Appointments in the Appointment Modal,” including setup, verification, troubleshooting, and best…
Read guideServices
Resources in Services
Resources in Services let you reserve the real-world assets needed to deliver an appointment, like rooms, chairs, or stations, so booking stays accurate.
Read guideServices
Workflow Trigger – Service Booking (Services v2)
Learn what the Service Booking (Services v2) workflow trigger does, when it fires, and how it differs from the appointment status triggers.
Read guideSocial Planner
How to auto-optimise the images for social scheduling?
Practical Adaptive AI instructions for “How to auto-optimise the images for social scheduling?,” including setup, verification, troubleshooting, and best…
Read guideTroubleshooting Calendars
Troubleshoot and Fix Calendar Double Booking in Adaptive AI
Double booking usually means an occupied event was not included in conflict checking, a slot allowed more than one attendee, or the same calendar was…
Read guideTroubleshooting Calendars
Why Appointment Time Slots Are Missing on Your Calendar
If appointment time slots are missing, unavailable, or appearing unexpectedly on your calendar, several configuration factors may be responsible.
Read guideCreating Calendars
Cancellation & Reschedule Policy (Booking Widget)
The Cancellation & Reschedule Policy setting allows you to define the time frame during which bookers can access the cancellation or reschedule link on the…
Read guideCreating Calendars
Show seats per slot for Class booking on the booking widget
The “Show seats per slot” setting allows you to display the total remaining seat availability for each time slot on Class Booking calendars.
Read guideCalendar Integrations
Use Embedded Adaptive AI Calendar Booking for Facebook Lead Ads
Embedded Appointment Booking helps Facebook Lead Ads convert more form submissions into booked appointments by letting leads schedule directly after…
Read guideCalendar Settings & Preferences
Configure Recurring Calendar Appointments
Recurring appointments are appointments or meetings that occur at regular intervals, such as every day, every week, or every month.
Read guideCreating Calendars
View Calendar & Appointments in User Timezone
You can now choose any timezone to view appointments across the platform. This user-specific setting controls how appointment times appear in Calendar View,…
Read guideCalendar Integrations
Guide To iCloud Calendar Integration
Integrating your iCloud account and calendars with Adaptive AI allows seamless two-way syncing of events, availability, and appointment scheduling.
Read guideCalendar Groups
Adaptive AI Group Calendar Overview and Setup Guide
This article explains how to use Group Calendars in Adaptive AI to streamline bookings by combining multiple calendars under one link for flexible…
Read guideCalendar Groups
Adding Unassigned Calendars to Groups
An unassigned calendar can be placed into an existing calendar group without recreating the calendar or changing its core booking configuration.
Read guideCalendar Settings & Preferences
Buy Now, Pay Later with Klarna and Affirm in Calendars
Buy Now, Pay Later in Calendars lets businesses offer installment-based payment options during booking checkout.
Read guideCreating Calendars
Calendar Availability - Weekly Working Hours & Date-Specific Hours
Set your booking hours with confidence in Adaptive AI calendars! This article shows how to use Weekly Working Hours for your baseline schedule and…
Read guideCalendar Settings & Preferences
Configuring Calendar Widget Style (Classic & Neo)
Adaptive AI provides two calendar widget styles—Classic and Neo—that determine how your booking calendar is displayed to clients.
Read guideCalendar Rooms & Equipment
Creating Rooms in Adaptive AI
Learn how to create and configure Rooms to manage physical spaces and avoid double bookings.
Read guideGetting Started w/ Calendars
Embedding Adaptive AI Calendars using HTML Code
A calendar embed places the live booking widget on an external page. Use the generated snippet so the calendar identifier and required resources remain intact.
Read guideCalendar Rooms & Equipment
How to Create Equipment
or projectors—used during scheduled services. By connecting equipment to calendars, you prevent double-bookings and maintain operational efficiency.
Read guideCreating Calendars
How to Enable Consent Checkbox Calendars
Adaptive AI calendars can display a consent checkbox that asks contacts to provide consent when booking a meeting.
Read guideCalendar Settings & Preferences
PayPal in Calendars
Adaptive AI now lets you accept PayPal for calendar bookings—giving clients a familiar, trusted checkout experience while you get paid instantly.
Read guideCalendar Settings & Preferences
Setting Up Linked Calendars & Conflict Calendars
Adaptive AI lets you synchronize external calendars (Google, Office 365, Outlook.com) to keep your availability up to date and prevent double-bookings.
Read guideCalendar Integrations
Setting Up Reserve with Google for Local Services Ads
Google has updated the Reserve with Google setup process for Local Services Ads. Businesses must now configure Google Organic Booking in Adaptive AI and…
Read guideTroubleshooting Calendars
Troubleshooting Tool for Calendar
AI, such as booking conflicts or missing availability. It provides visibility into common setup problems, helping users take immediate action to restore…
Read guideGetting Started w/ Calendars
Using Custom Values in Calendars
You can now use Custom Values directly inside Calendar settings to personalize appointment details, notifications, and booking experiences.
Read guideManaging Affiliates
Affiliate Pay Per Sale for Forms, Surveys, Calendars
Pay Per Sale commissions for Forms, Surveys, and Calendars allow you to reward affiliates when a tracked contact completes a qualifying purchase.
Read guideCreating Calendars
Calendar Widget Customization
Practical Adaptive AI instructions for “Calendar Widget Customization,” including setup, verification, troubleshooting, and best practices by Adaptation…
Read guideCreating Calendars
Calendar Widget Reorder
The Calendar Widget Reorder feature allows users to customize the order of steps in the calendar widget: the Date & Time Selector, the Form, and Payments…
Read guideEvents
Check-in Experience for In Person Events
Check-in allows event organizers to mark attendees as arrived at their venue using the mobile app.
Read guideServices
Configuring Staff in Services
handle. This article walks through adding staff, assigning them to services and defining availability.
Read guideCalendar Groups
Deactivating Calendar Groups
Deactivating every calendar in a group is a broad availability change. Use it for a deliberate pause, and verify that no live links or automations still…
Read guideEvents
Embed Events with Code Snippet
This article explains how to embed your Adaptive AI event pages directly into your own websites, funnels, or external platforms using a simple embed code.
Read guideEvents
Events - How to Manually Add Attendees
This article explains how to manually register attendees for your Adaptive AI events without requiring them to complete the public registration form.
Read guideEvents
Events and Workflows Integration
Journey This article explains how to connect Adaptive AI Events with Workflows to automate registration confirmations, pre-event reminders, check-in…
Read guideEvents
Events: Custom CSS with Live Element Selection
Adaptive AI's Events Custom CSS editor eliminates the need to manually inspect the DOM.
Read guideServices
Global Settings in Services
Global Settings in Services centralizes the most important configuration choices for your Services module.
Read guideCalendar Integrations
Hide Third-Party Calendar Details
Private Mode for Synced Events controls whether other platform users can read third-party event details.
Read guideCalendar Integrations
How Calendly Syncs With Adaptive AI Calendars
This article explains how syncing works between Adaptive AI and Calendly after the integration is connected.
Read guideCalendar Availability Settings
How to Bulk Edit Calendar Availability for Multiple Team Members
Bulk Edit Availability in Adaptive AI helps you update availability for multiple team members from one calendar settings area.
Read guideCalendar Service Menus
How to Create Service Menus for Calendars
multiple services from individual calendars on a single page, helping clients book exactly what they need — quickly and conveniently.
Read guideServices
How to Create Services?
Services helps you create bookable services so customers can self-schedule online with confidence.
Read guideCalendar Groups
How to Find Group Calendar ID in Adaptive AI
This article shows you how to locate the ID for any Group Calendar in Adaptive AI, a key step for integrations, automation, and API use.
Read guideGetting Started w/ Payments
How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases.
Read guideTroubleshooting Calendars
How to Re-Integrate Google Calendar for a User
This article guides you through re-integrating your Google Calendar with Adaptive AI to resolve sync issues and restore calendar functionality.
Read guideCalendar Settings & Preferences
How to Use List View in the Adaptive AI Mobile Calendar
This article will show you how to use the new List View in Adaptive AI’s mobile Calendar module.
Read guideCalendar Integrations
iCloud - How to Integrate iCloud with Adaptive AI Calendars
Practical Adaptive AI instructions for “iCloud - How to Integrate iCloud with Adaptive AI Calendars,” including setup, verification, troubleshooting, and…
Read guideCalendar Integrations
Integrate Calendly with Adaptive AI Calendars
This article will walk you through connecting your Calendly account to Adaptive AI calendars.
Read guideCalendar Integrations
Integrating Google with Adaptive AI Calendars
This article guides you through connecting your Google Account to Adaptive AI Calendars for seamless event syncing and efficient calendar management.
Read guideCalendar Integrations
Integrating Outlook with Adaptive AI Calendars
This article guides you through connecting your Outlook Account to Adaptive AI Calendars for seamless event syncing and efficient calendar management.
Read guideCalendar Integrations
Integrating Zoom with Adaptive AI Calendars
Learn how to integrate Zoom with Adaptive AI calendars to automatically generate Zoom meeting links for appointments.
Read guideServices
Locations in Services (v2)
A location is the place where your service takes place — essentially, the meeting point between you and your customer.
Read guideCalendar Integrations
Microsoft Teams Integration For Calendars
By connecting your Microsoft Teams account, you can automatically generate dynamic meeting links, reducing manual steps.
Read guideEvents
Multi-Attendee Registration in Adaptive AI Events Guide
Adaptive AI Events now collects attendee information for every ticket in a multi-ticket registration, enabling organizers to track individual participants…
Read guideEvents
Multi-Attendee Registration with Individual Details and Data Copying
Copying Adaptive AI Events supports collecting individual attendee information for every ticket in a registration.
Read guideCreating Calendars
Multiple Meeting Location Selector in Calendar
The Multiple Meeting Location Selector feature allows you to add multiple meeting locations to your calendar settings.
Read guideCreating Calendars
One Time Link
Practical Adaptive AI instructions for “One Time Link,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.
Read guideGetting Started w/ Calendars
User Permissions in Calendars
The Calendar module now supports granular user permissions, allowing you to control who can view and manage different aspects of the calendar system.
Read guideTroubleshooting Calendars
Why Google Calendar Integration Breaks
What Causes the Google Calendar Integration to Break? When Google Calendar integration is disrupted, it's usually caused by one of the following:
Read guideCommunication Workflow Actions
Workflow Action - WhatsApp Customer Service Window Check
Practical Adaptive AI instructions for “Workflow Action - WhatsApp Customer Service Window Check,” including setup, verification, troubleshooting, and best…
Read guideEvents Workflow Triggers
Workflow Trigger - Call details
This article explains the Call details workflow trigger, a powerful tool that automates actions based on the outcome of calls.
Read guideEvents Workflow Triggers
Workflow Trigger - Customer Replied
The “Customer Replied” workflow trigger is a powerful tool designed to automate actions based on customer responses.
Read guideEvents Workflow Triggers
Workflow Trigger - Form Submitted
This article provides a comprehensive overview of the "Form Submitted" workflow trigger, a powerful tool that automates actions when a form is submitted in…
Read guideEvents Workflow Triggers
Workflow Trigger - User Replied
The User Replied trigger fires whenever a user (member of your team), sends a message to a contact.
Read guideMembership/Courses Sites
Course Preview and Drip Scheduling Improvements
Learn how Adaptive AI’s latest course enhancements improve admin previews, Kajabi imports, and drip scheduling reliability to help deliver smoother and more…
Read guideFoundational Setup
Getting Started - Setup A Booking Calendar
schedule without lifting a finger. Sounds great, right? Let's walk you through getting this set up so you can easily secure up to 20 appointments in your…
Read guideRentals
Rentals - Creating a Booking
This article explains how to manually create a booking in Rentals. It walks through every field in the Create Booking form, how to add listings, customers,…
Read guideRentals
Rentals - Editing a Booking
This article provides a complete guide to editing bookings in Rentals. It explains how to access the Edit Booking screen, understand what each section…
Read guideRentals
Rentals - Overview of Bookings
This article explains the Appointments List View for Bookings in Rentals — where you can view and manage all listings that have been booked, along with…
Read guideCalendar Settings & Preferences
Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications
With customizable calendar notifications, you can send In-App and tailored emails, SMS and WhatsApp messages when appointments are booked, canceled,…
Read guideRentals
How to Set Up WhatsApp Notifications for Rentals
This guide walks through how to enable WhatsApp as a notification channel for your Rental bookings, configure recipient settings for customers and internal…
Read guideRentals
Rentals - Blocked Slots for Listings
Blocked Slots for Rental Listings help you reserve rental inventory when items are unavailable for reasons outside of customer bookings.
Read guideRentals
Rentals - Taxes
Manage rental bookings in Adaptive AI with transparent manual taxes in Rentals. This guide article what the feature is, who it’s for, how it works, and how…
Read guideGeneral
Bot Detection Preventing Statistics Increment and Automation Execution
Execution Keep your email engagement metrics honest. This feature identifies bot-driven opens and clicks and stops them from inflating stats or triggering…
Read guideSurveys
Enhanced Consent Checking for Voice AI Outbound Calling (Forms, Surveys, Calendars)
Voice AI outbound calling in Adaptive AI now validates consent across Forms, Surveys, and Appointment Forms/Calendars before dialing.
Read guideRentals
Rentals - Global Settings
The Global Settings page in Rentals allows you to control how your rental business operates at a global level.
Read guideRentals
Rentals - Listings & Categories
This article explains what Listings and Categories are in Rentals, how to access the Rentals module, and how they work together to organize your rental…
Read guideRentals
Rentals - Overview & How to Get Started
Use this article as your starting point, then follow the linked guides to set up your rentals with confidence.
Read guideRentals
Rentals Create & Edit Listings
You can create listings quickly using the New Listing modal and later configure more advanced settings using the Edit Listing page, which includes multiple…
Read guideServices
Services (v2) – Reporting Guide (Migrate from old widgets)
We’ve introduced Services (v2) Reporting, a dedicated module within the Reporting Dashboard for all service-based insights.
Read guideWorkflow Builder
Workflow Action - Math Operation
The Math Operation action in workflows allows users to perform calculations on numbers and dates, enabling automated lead scoring and scheduling.
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