Skip to content

Appointments and reminders

Booked on the call, reminded before the day

An appointments portal in day, week and month views, a service catalogue with durations, resources and capacity rules, reminders over SMS, WhatsApp and email, and calendar sync that lets the AI voice agent book a real slot while the customer is still on the phone.

14-day free trial · no credit card required

The campaign management screen in the DialerBee admin console for the Northwind Demo tenant: seven campaigns in one table, each row showing its status of draft, stopped, completed or paused, its dialing mode of progressive or preview, its gateway, its queue, and view, start, edit and delete actions, with a search box and status and mode filters above the table
Built by BroadNet, 22 years in telecom 11 languages, Arabic dialect-aware BYOC, your carriers Compliance-supporting controls

Quick answer

What are appointments and reminders in DialerBee? It is the booking side of the platform: an appointments portal with day, week and month views, staff assignment and notes on each booking; a service catalogue holding each service's duration, resource requirements and price, with capacity rules that refuse a booking when the service is full; reminders over SMS, WhatsApp and email on a policy, plus send-now and ICS attachments; calendar sync with Google Calendar and Microsoft 365 at organisation scope and on each agent's own calendar, with free-busy checks and change notifications; AI booking, where the Layla voice agent books, reschedules and cancels during a call after a free-busy check and quotes only catalogue prices; reports covering bookings and a messages-sent report for reminder delivery; and a booking viewer role for read-only access to the diary.

What you get

Everything in one workspace

Day, week and month views

The appointments portal shows the day you are working, the week you are filling and the month you are planning, without exporting anything.

Staff assignment

Every appointment belongs to a member of staff, so the calendar answers who is doing this, not just what is booked.

Notes on the appointment

Notes live on the booking itself, where the person taking the appointment will actually read them.

Service catalogue

Each service carries its duration, the resources it needs and its price, so a booking knows how long it takes and what it occupies.

Capacity rules

Capacity rules are enforced at booking time. When the capacity for a service is full, the booking is refused rather than double-booked and sorted out later.

Reminders on a policy

Reminders go out over SMS, WhatsApp and email on the policy you set, so nobody has to remember to send them.

Send now

When a policy reminder is not enough, send one immediately from the appointment.

ICS attachments

Reminders can carry an ICS attachment, so the appointment lands in the customer's own calendar with one tap.

Google Calendar and Microsoft 365 sync

Sync at organisation scope and to each agent's own calendar, with free-busy checks and change notifications.

Layla books on the call

The AI voice agent books, reschedules and cancels during a phone call, after a free-busy check, quoting only prices that are in the catalogue.

Booking and delivery reports

Booking reports for what was booked, and a messages-sent report for whether the reminders actually went out.

Booking viewer role

A read-only role for the people who need to see the diary without being able to change it.

The diary

A calendar that knows what a service costs you

The appointments portal runs in day, week and month views, with staff assignment and notes on each booking. Behind it is the service catalogue, and that is what makes the diary reliable.

Each service has a duration, the resources it requires and its price. Capacity rules are applied when the booking is made, so a service that is full is refused at the point of booking rather than accepted and untangled afterwards.

  • Day, week and month views in one portal
  • Staff assignment and notes on every appointment
  • Service catalogue with duration, resource requirements and price
  • Capacity rules enforced at booking time; a full service refuses the booking
Live agent monitoring for a demo tenant: counts of agents on call, available, in wrap-up and on break, then a card per agent showing their name, their state and how long they have been in it, the campaign they are on, their language and a listen button

Reminders

Sent is not the same as delivered

Reminders go out over SMS, WhatsApp and email on a policy you set once, and you can send one immediately from the appointment when something changes. An ICS attachment puts the appointment straight into the customer's own calendar.

Then there is the part most systems skip. The messages-sent report tells you what actually left the platform on each channel, next to the booking reports that tell you what was booked. A no-show is a different conversation when you can see whether the reminder ever reached them.

  • SMS, WhatsApp and email reminders on a policy
  • Send-now from the appointment for the exceptions
  • ICS attachment so the appointment lands in the customer's calendar
  • Booking reports, plus a messages-sent report for reminder delivery
The reports screen in the DialerBee admin console for the Northwind Demo tenant: fifteen standard report cards covering campaign summary, agent performance, CDR, compliance audit, cost analysis, quality metrics, call recordings, abandoned calls, queue performance, DNC compliance, inbound and outbound calls, agent utilization, lead conversion and supervisor overview, above a date-range selector and a generate report button

Calendars and the AI

Booked on the call, against a real free-busy check

DialerBee syncs with Google Calendar and Microsoft 365, both at organisation scope and to each agent's own calendar, with free-busy checks and change notifications so a slot taken elsewhere does not stay bookable here.

That is what lets the Layla AI voice agent book, reschedule and cancel during a phone call. It checks free-busy before it offers a time, and it quotes only prices that are in the service catalogue, so the caller is never promised a slot that is gone or a price nobody set.

  • Google Calendar and Microsoft 365 sync at organisation scope
  • Each agent's own calendar syncs too, with change notifications
  • Free-busy checks before a time is offered
  • Layla books, reschedules and cancels on the call, using only catalogue prices
  • Booking viewer role for read-only access to the diary
The DialerBee agent workspace for a demo tenant: a conversation list on the left, a customer record in the middle with contact fields, dated notes and linked records, and a Customer 360 panel on the right with History, Notes and CRM tabs and a set disposition button

How it compares

A booking page beside your phone systemDialerBee appointments
Where the booking is madeOn a web form, while the phone rings unansweredOn the call itself, by an agent or by the Layla AI voice agent
AvailabilityWhatever the booking page believesA free-busy check against Google Calendar or Microsoft 365, at organisation scope and per agent
OverbookingTwo bookings land in the same slot and someone sorts it outCapacity rules refuse the booking when the service is full
Prices quoted by the AIWhatever the model saysOnly prices that are in the service catalogue
RemindersOne channel, and no proof it arrivedSMS, WhatsApp and email on a policy, send-now, ICS attachments, and a messages-sent delivery report

Frequently asked questions

What is the appointments portal in DialerBee?+

It is the diary the contact center books into. It runs in day, week and month views, every appointment has a member of staff assigned and notes attached, and the services behind it come from a catalogue that sets each service's duration, the resources it needs and its price.

Can two people be booked into the same slot?+

Capacity rules are applied when the booking is made. If the capacity for that service is full, the booking is refused at that moment rather than accepted and untangled later.

How do reminders go out?+

Over SMS, WhatsApp and email, on a reminder policy you configure once. You can also send a reminder immediately from an appointment when something changes, and reminders can carry an ICS attachment so the appointment lands in the customer's own calendar.

How do I know a reminder was actually sent?+

There is a messages-sent report covering reminder delivery, alongside the booking reports that cover what was booked. That separation matters, because a no-show where the reminder never left is a different problem from a no-show where it did.

Which calendars does DialerBee sync with?+

Google Calendar and Microsoft 365. Sync runs at organisation scope and also against each agent's own calendar, with free-busy checks before a slot is offered and change notifications when something moves on the other side.

Can the AI voice agent book an appointment during a call?+

Yes. Layla books, reschedules and cancels from a phone call. It runs a free-busy check before it offers a time, and it quotes only prices that exist in the service catalogue, so the caller is not offered a slot that is taken or a price nobody set.

Can someone see the diary without being able to change it?+

Yes. The booking viewer role gives read-only access to bookings, which suits reception cover, a franchise owner or a client who wants visibility without edit rights.

Does this work in Arabic?+

The platform handles 11 languages and the AI voice agent is Arabic dialect-aware, so a booking call can be taken in Arabic. Reminder templates are yours to write, in whichever language your customers read.

See a slot booked on a live call, on a demo tenant

A 30-minute walkthrough on a demo tenant, in English or Arabic.