When Schedule Appointments is set up, your agent can offer callers a slot and write the booking straight to your calendar — no follow-up email required. You configure it under Optimize → Schedule Appointments.
The page has two parts: a list of appointment types at the top, and a calendar connection panel below. You can edit appointment types whether or not your calendar is connected, but bookings won't actually happen on calls until both are set up.
Connecting Google Calendar
CoreReach currently supports Google Calendar. Other providers aren't user-facing yet.
To connect:
Click Connect in the calendar connection panel.
A Google consent screen opens (in a popup on desktop, or as a full-page redirect on mobile and tablet). You'll be asked to allow access to your calendar events and your list of calendars.
After you approve, you come back to the Schedule Appointments page with a green Connected badge.
If multiple calendars are available on your Google account, pick which one to use from the dropdown — your primary calendar is marked (Primary). If you didn't grant the calendar-list permission during consent, your primary calendar is used automatically and a message explains why the dropdown isn't available.
To disconnect, click Disconnect in the same panel — you'll be asked to confirm before the connection is removed. Reconnecting goes through the same flow.
Defining appointment types
You can have up to 3 appointment types. Each one tells your agent what kinds of meetings a caller can book.
Each type has:
Name — what the appointment is (e.g., "Consultation," "Initial Assessment"). Your agent will say this name out loud during the call.
Duration — pick from a dropdown ranging from 15 minutes to 8 hours, in 15-minute steps.
Edit a name in place. Change a duration from the dropdown. To delete a type, click the delete button — if the type is referenced as an action in Lead Intake, you'll get a warning showing which questions reference it before the deletion goes through.
Click Save at the bottom when you're done.
How booking works during a call
When your agent is offering an appointment:
Your agent asks the caller which type of appointment they'd like and what time works for them.
When the caller agrees on a time, the booking is written to your connected calendar in real time, with the caller's name and contact info attached.
Bookings use your company timezone, which lives under Business Details (separate from this page).
There's no hold or pending state — once the agent confirms, the slot is taken. If the caller can't settle on a time, no booking is made.
Settings configured elsewhere
A few things you might expect to find on this page live in other parts of CoreReach:
Business hours and timezone — set under Business Details in Configuring Your Agent (see Setting your business details, terminology, and FAQs).
Agent answering schedule (when the AI actually picks up the phone — distinct from your business hours) — set under Going Live & Call Routing (see Setting your agent's schedule and failover).
If a booking lands at the wrong time, the timezone setting in Business Details is the most common cause.