AI Agents and Booking Studio

What is this?

An AI agent can take bookings for you straight from a conversation. Customers ask “Do you have anything on Friday?” and the agent checks your real calendar, offers free times, and books — then confirms. It uses the same services, team hours, and rules as your booking page, so it can’t offer a time you couldn’t take. You switch this on by giving the agent the Booking Studio capabilities. See Capabilities for how capabilities work.

What can I do here?

The Booking Studio capability group has these capabilities:

Capability	What it does	Needs the customer’s OK?
Search Services	Lists your bookable services, how long each takes, who does it, and any questions to answer	No
Check Service Availability	Lists free start times for a service, optionally for one person or group size	No
Get My Service Bookings	Looks up the customer’s own upcoming bookings	No
Book Service	Books the customer at a free time	Yes
Reschedule Service Booking	Moves one of the customer’s own bookings to another free time	Yes
Cancel Service Booking	Cancels one of the customer’s own bookings	Yes

How to use it

Open AI Agents and open or create an agent. You can start from a ready-made template in the Booking category — Appointment and Service Booking Agent, Rescheduling and Cancellation Agent, or Booking Confirmation Agent.
Open the agent’s Capabilities tab and, under Booking Studio, turn on the capabilities you want.
Publish your services and make sure people have working hours — the agent only sees what a customer could book.
Test it in the agent’s Test tab before going live.

How the agent behaves

It never guesses a time. It checks availability first and offers a few options, not the whole list.
It asks before it changes anything. For booking, moving, or cancelling, it states the service, time, and person, and waits for a clear yes.
It only touches the customer’s own bookings. It always acts for the person it’s talking to.
It can’t book a service with a waiver. Waivers must be signed on the booking page, so the agent sends the customer there instead.
It uses your service’s questions. It collects answers to any questions you set up on the service.

Bookings made this way are marked AI agent in the Bookings list.

Marking visits complete

Complete a booking — marking a visit done and recording the notes — is a staff-only action. It’s available over MCP to team members and API keys, never to a customer’s chat.

Using Booking Studio from other tools (MCP)

If you connect an AI tool to your workspace over MCP, these tools are available:

Tool	What it does	Mode	Permission needed
`search_services`	List the channel’s published bookable services	Read	`services:view`
`check_service_availability`	List free start times for a service	Read	`services:view`
`get_service_bookings`	List a contact’s upcoming bookings	Read	`services:view`
`book_service`	Book a contact into a service at a free time	Write	`services:edit`
`reschedule_service_booking`	Move a booking to another free time	Write	`services:edit`
`complete_service_booking`	Mark a visit completed and add private notes	Write	`services:edit`

Cancelling a booking isn’t offered over MCP — it stays in the dashboard and in the agent’s customer chat, with the customer’s confirmation. See the MCP tool catalog.

Troubleshooting / Technical Notes

The agent says it can’t see the calendar. Turn on Check Service Availability, and make sure the service is published with people who have working hours.
The agent won’t book. The service may need a waiver (send them to the booking page), or the customer hasn’t clearly confirmed.
The agent offers a time that isn’t free. It shouldn’t — it only offers returned times. Check the service’s rules and the person’s calendar sync.
The Booking Studio group is missing from Capabilities. Booking Studio may not be enabled for your plan or platform.
A booking made by the agent needs approval. It follows the service’s rules: if approval is required, it’s created as Pending until you approve it.

​What is this?

​What can I do here?

​How to use it

​How the agent behaves

​Marking visits complete

​Using Booking Studio from other tools (MCP)

​Troubleshooting / Technical Notes

​Related docs