AI ASSISTANTS · BOOKINGS AI

Booked, confirmed, reminded — and they actually show up.

Bookings AI is your scheduling coordinator: it books consultations, confirms them, sends reminders, and recovers no-shows — so the meetings on your calendar turn into clients.

Bookings AI handles new-prospect scheduling, confirmations, and reminders. Anything sensitive is routed to a human, and existing-client comms stay human unless you opt in.
CALENDAR FLOW LIVE SYSTEM
AI ROLEBOOKED
01OFFER
02CONFIRM
03REMIND
04RECOVER
SOURCECRM recordSTATUSConnected
THE LEAK BETWEEN BOOKED AND SHOWED

A consultation nobody shows up to is a lead you paid for twice.

An extension of the Response Leak lives after the booking. You worked to earn the inquiry, you got the consult on the calendar — and then it evaporates: a forgotten time slot, a reschedule that never rebooks, a silent no-show. Every empty slot is a warm prospect lost and an hour of your day you can't get back. Manual confirmation calls and reminder emails help, but you don't have time to run them consistently — especially in season.

Bookings AI runs them every time, so the meetings you earned actually happen.

HOW IT WORKS

The whole scheduling lifecycle, run for you.

When a prospect is ready to meet, Bookings AI offers real, current availability from your calendar and books the consultation — no back-and-forth. It sends an immediate confirmation, then reminders on a timed cadence (a few days out, the day before, the hour before) across text and email. If someone doesn't show, it triggers a warm recovery sequence to rebook them rather than letting the lead die. Pre- and post-consultation touches keep prospects engaged before the meeting and moving after it. Everything logs to your CRM.

Demo callout:

Watch a consult booked and confirmed. [Interactive demo — pick a time, get the confirmation and reminder flow, and see a no-show recovery play out.]See it work →

INBOUND SIGNAL
01Understand contextCRM READ
02Take the approved actionWORKFLOW
03Log the outcomeCRM WRITE
04Escalate when judgment is neededHUMAN
WHAT POWERS IT

Calendars, reminders, and recovery — automated.

Bookings AI runs on calendar booking against real availability, confirmation and reminder workflows across SMS and email, and no-show recovery sequences with pre- and post-consult follow-up. It's deployed into your own CRM sub-account and tuned by a real PGT team, so scheduling runs itself while you keep full visibility — and can rebook, reschedule, or reach out yourself from the mobile app anytime.

APPROVED KNOWLEDGECHANNEL & CONSENT RULESCRM CONTEXTHUMAN APPROVALSESCALATION & STOP CONDITIONS
WHAT IT DOES, CONCRETELY

What BOOKINGS AI does, concretely.

01
Offers real, current availability from your calendar
02
Books consultations without the back-and-forth
03
Sends immediate booking confirmations
04
Sends timed reminders across text and email
05
Recovers no-shows with a friendly rebooking sequence
06
Runs pre-consultation touches so prospects arrive prepared
07
Runs post-consultation follow-up so they keep moving
08
Handles reschedules and cancellations cleanly
09
Logs every booking, reminder, and status change to your CRM
HUMAN CONTROL

Automation where it helps. A clean handoff where judgment begins.

The workflow is configured around eligible audiences, consent and suppression rules, approved knowledge, allowed actions, escalation conditions, and explicit stop conditions.

AI OWNSSpeed, consistency, logging, and approved follow-up.
HUMAN OWNSSensitive, professional, account-specific, and exception decisions.
BETTER TOGETHER

Bookings AI keeps the calendar full. These fill it.

HANDOFF 01
Reception AI — books the prospects who call, then hands the confirm-and-remind lifecycle to Bookings AI. Meet Reception AI →
HANDOFF 02
Lead Response AI — works new form and ad leads until they book, feeding Bookings AI a steady stream to confirm. Meet Lead Response AI →
HANDOFF 03
Closer AI — takes the prospect after the consultation and chases the proposal to a signature. Meet Closer AI →
QUESTIONS PRACTICES ASK

Questions practices ask before putting this role to work.

How does AI scheduling reduce no-shows?

Bookings AI confirms every consultation immediately, then sends timed reminders by text and email before the meeting, and rebooks anyone who misses it with a friendly recovery sequence. Consistent, well-timed reminders are what keep booked prospects showing up — and it never forgets to send them.

Will it double-book me or offer bad times?

No. It books only against your real, current calendar availability and the rules you set — buffers, hours, meeting types, and limits. You control what's bookable; it just fills the slots you've approved and keeps everything in sync.

How is this different from Reception AI or Lead Response AI?

Those assistants capture and qualify new prospects. Bookings AI runs the scheduling itself — confirming, reminding, and recovering no-shows so the consultations they book actually happen. They work as a chain on one CRM, each handling its stage of the funnel.

Can I still handle scheduling manually when I want to?

Yes. Bookings AI runs the routine automatically, but you can book, reschedule, or reach out yourself anytime from the mobile app. It handles the volume and the reminders; you keep full control over your calendar.

Does it contact existing clients?

By default it handles new-prospect consultations. It can manage existing-client review or renewal bookings if your firm opts in; otherwise, existing-client scheduling stays with your team, and anything sensitive routes to a human.

See all questions →
START WITH ONE USEFUL ROLE

Turn booked consultations into clients who show.

Book a 20-minute strategy call and we'll map how Bookings AI would confirm, remind, and recover every consultation on your calendar — whether or not we work together.

No pressure. No obligation. A plan you can use either way.