AI ASSISTANTS · BOOKINGS AI

Booked, confirmed, reminded—with a clear recovery path.

Bookings AI can coordinate approved appointment types, confirmations, reminders, rescheduling, and no-show recovery against your configured calendar.

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Bookings AI can support approved prospect or client appointment types. Your firm sets consent, calendar, reminder, escalation, and stop rules.

CALENDAR FLOW ILLUSTRATIVE · CONFIGURABLE ROLE

AI ROLEBOOKED

01OFFER

02CONFIRM

03REMIND

04RECOVER

SOURCEGrowth CRM recordSTATUSConfigured per firm

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 can run an approved reminder and recovery cadence consistently; delivery and attendance still depend on the configured systems and recipient.

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.

Booking lifecycle (workflow):

See the journey from available slot to completed meeting. Availability approved → appointment booked → confirmation sent → reminders delivered → attended, rescheduled, cancelled, or no-show → approved recovery or human follow-up. → See the Booking Lifecycle → (#booking-lifecycle)

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 can be configured for calendar booking against real availability, confirmation and reminder workflows across supported channels, and no-show recovery sequences with approved pre- and post-consult follow-up. It is deployed into your CRM sub-account and tuned by PGT, while your team retains visibility and takeover control.

APPROVED KNOWLEDGECHANNEL & CONSENT RULESCRM CONTEXTHUMAN APPROVALSESCALATION & STOP CONDITIONS

WHAT IT DOES, CONCRETELY

Configured capabilities for BOOKINGS AI.

When enabled and tested for the approved audience, channels, permissions, and stop rules, this role can perform the actions below.

Offers real, current availability from your calendar

Books consultations without the back-and-forth

Sends immediate booking confirmations

Sends timed reminders across text and email

Recovers no-shows with a friendly rebooking sequence

Runs pre-consultation touches so prospects arrive prepared

Runs post-consultation follow-up so they keep moving

Handles reschedules and cancellations cleanly

Logs configured booking, reminder, and status events 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.

PRACTICE READINESS DIAGNOSTIC

Benchmark Your Firm's Intake & Follow-Up Leaks

Before configuring BOOKINGS AI, see how your practice currently scores on lead response speed, front-desk capture, and proposal follow-through.

Take the 60-Second Scorecard →Run 360° Digital Audit

BETTER TOGETHER

Bookings AI supports the calendar. These roles support adjacent handoffs.

HANDOFF 01

Reception AI — can offer supported times to eligible callers, then hand an approved confirmation workflow to Bookings AI. Meet Reception AI →

HANDOFF 02

Lead Response AI — can offer supported times to eligible leads after an approved response and qualification workflow. Meet Lead Response AI →

HANDOFF 03

Closer AI — can support approved proposal or engagement-document follow-up after a consultation. Meet Closer AI →

QUESTIONS PRACTICES ASK

Questions practices ask before putting this role to work.

How can AI scheduling support attendance?

For eligible appointments, Bookings AI can send configured confirmations and timed reminders by approved text or email channels, then offer a supported rescheduling path after a missed appointment. Reminder delivery and attendance depend on provider delivery, contact consent, calendar state, timing, and the recipient; the workflow does not guarantee attendance.

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 roles support approved inquiry capture and response. Bookings AI supports eligible appointment availability, confirmations, reminders, rescheduling, and missed-appointment follow-up. Each role is configured and tested for its own stage, with delivery conditions, stop rules, and human handoffs.

Can I still handle scheduling manually when I want to?

Yes. For enabled appointment types, Bookings AI can run the configured confirmation and reminder workflow, while authorized users can book, reschedule, cancel, pause, or take over according to the calendar and permission rules.

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

Give eligible appointments a configured reminder and recovery path.

Book a 20-minute strategy call and we'll map the eligible appointments, approved reminder cadence, rescheduling path, and human handoff for Bookings AI — whether or not we work together.

Book a Free Strategy Call →Test Reception AI

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