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Schedule appointments

Create Agent

Let Your AI Agent Manage Bookings Based on Your Availability

Save time and streamline scheduling by allowing your AI Agent to book appointments automatically. With Jotform’s Schedule Appointments feature, your agent can manage bookings based on your availability, set scheduling limits, and customize advanced settings to match your preferences. Whether for client meetings, consultations, or service appointments, you stay in control while your AI Agent handles the scheduling process effortlessly.

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  • AI Agents Features
  • Tools Category
  • Schedule appointments

Streamline your booking process with Jotform’s appointment scheduling feature, allowing clients to book on any device anytime.

AI-Managed Appointment Booking

Allow your AI Agent to schedule appointments based on your real-time availability, reducing scheduling conflicts and improving efficiency. Users can book time slots instantly, making it easier to manage meetings without manual coordination.

Smart Availability Management

Customize your available slots, intervals, and break times to ensure appointments fit within your preferred schedule.

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Set Scheduling Limits & Rules

Control how and when appointments can be booked with start and end dates, daily limits, holiday exclusions, and more.

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Appointment Settings for AI Scheduling

Customize how your AI Agent manages appointments with flexible scheduling settings. From defining availability to setting booking limits and advanced preferences, you have full control over how and when appointments are scheduled.

User Guide

Availability Settings

Define when and how long appointments can be booked, ensuring a structured schedule.

  • Appointment Slot Duration – Set how long each meeting lasts to keep scheduling structured and predictable.
  • Intervals – Control buffer times between appointments to allow preparation and avoid back-to-back bookings.
  • Lunchtime – Block out midday breaks to ensure personal or team downtime.
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Limits Settings

Restrict scheduling based on specific criteria to avoid overbooking and manage your workload effectively.

  • Start & End Date – Define a booking period to control when appointments can be scheduled.
  • Rolling Days – Allow users to book a certain number of days in advance for better scheduling control.
  • Enter Holidays – Block off public holidays or non-working days automatically.
  • Max Appointments Per Day – Limit the number of bookings per day to prevent overload.
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Advanced Settings

Further customize the scheduling experience to match your needs.

  • Location – Specify if the meeting is in-person, virtual, or includes a custom location.
  • Time Zone – Ensure accurate scheduling by setting a preferred time zone.
  • Start Week On – Set which day your calendar week begins.
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Advanced AI Automation & Integration

Take your AI Agent’s functionality to the next level with seamless integrations and multi-step automation. Whether syncing appointments with Google Calendar or setting up complex action triggers, you have full control over how your AI interacts and automates tasks.

Stay Organized with Real-Time Calendar Sync

Automatically sync all scheduled appointments to Google Calendar, ensuring your availability is always up to date. This seamless integration eliminates the risk of double bookings and allows you to manage your schedule effortlessly across all your devices.

Enhance AI Logic with Multi-Step Actions

Create intelligent, automated workflows by setting up multiple conditions and triggers for your AI Agent. With the ability to define whether ANY or ALL conditions must be met, your AI can execute multiple actions simultaneously, providing precise, efficient, and dynamic responses based on user interactions.

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CATEGORIES
  • Introduction14
  • FeaturesGet Started 6
  • FeaturesChatbot 6
  • FeaturesConversations 5
  • FeaturesCustomer Support 4
  • FeaturesLive Chat 2
  • FeaturesPhone Agent 5
  • FeaturesVoice Agent 4
  • FeaturesForms 3
  • FeaturesActions 4
  • FeaturesTools 20
  • FeaturesIntegrations 7
  • FeaturesMultichannel Support 13
  • FeaturesEnterprise 3
  • FeaturesSecurity 4
AI Agents Features
Tools
Show video
Learn More: Show video

Show video

Enable your AI Agent to play relevant videos in response to user input. Provide dynamic and engaging information in every conversation.

Find in website
Learn More: Find in website

Find in website

Set up your agent to search websites for specific content. Whether it’s the latest news, product updates, or blog posts, your AI Agent can scan any website and return a list of relevant content.

Trigger workflow
Learn More: Trigger workflow

Trigger workflow

Let your agent start predefined workflows based on user interactions, whether submitting a form, processing approvals, or kicking off a complex approval sequence.

Send email notifications
Learn More: Send email notifications

Send email notifications

Enable your AI Agent to draft, customize, and send emails automatically, streamlining communication.

Show list of items
Learn More: Show list of items

Show list of items

Enable your AI Agent to display links, images, and actions to help users find what they need.

Schedule appointments
Learn More: Schedule appointments

Schedule appointments

Set up your agent to schedule appointments and manage bookings based on your availability.

Take notes
Learn More: Take notes

Take notes

Your AI Agent can monitor conversations and send you real-time email alerts whenever specific topics are mentioned.

Send API requests
Learn More: Send API requests

Send API requests

Allow your agent to interact with webhooks or external APIs to retrieve and send data.

Collect signature
Learn More: Collect signature

Collect signature

Enable your agent to request and collect e-signatures.

Get consent
Learn More: Get consent

Get consent

Allow your agent to obtain consent for terms and conditions.

Take photo
Learn More: Take photo

Take photo

Let your AI Agent use your webcam to take photos.

Forms
Learn More: Forms

Forms

Set up your AI Agent to automatically show a designated form based on specific prompts.

Show Location
Learn More: Show Location

Show Location

Allow your AI Agent to provide users with real-time location support by integrating Google Maps.

Calendly
Learn More: Calendly

Calendly

Enable your AI Agent to assist with calendar management by automatically sharing your Calendly link.

Create Task on Jotform Boards
Learn More: Create Task on Jotform Boards

Create Task on Jotform Boards

Streamline your workflow by allowing Jotform AI Agents to create tasks on Jotform Boards automatically.

Show Images
Learn More: Show Images

Show Images

Make conversations more engaging with visual content by letting your AI Agent display images at just the right moment.

Display PDF
Learn More: Display PDF

Display PDF

Your AI agent can automatically present the appropriate PDF when users ask for it.

Checklist
Learn More: Checklist

Checklist

Whether it’s onboarding steps, troubleshooting procedures, or daily to‑dos, your AI agent can show the right checklist at the right moment.

Shopify
Learn More: Shopify

Shopify

Let your AI Agent guide customers through product discovery, checkout questions, and order updates using real-time data from your Shopify store.

Set Appointment on Outlook
Learn More: Set Appointment on Outlook

Set Appointment on Outlook

Empower your AI Agent to automatically schedule meetings in your Outlook Calendar.

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