> ## Documentation Index
> Fetch the complete documentation index at: https://docs.erdo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Booking Meetings on Phone Calls

> Let the person on a call with your agent's phone line book a meeting on your connected calendar — on calls to the number and on the calls the follow-up engine places to your leads.

# Booking Meetings on Phone Calls

A phone line can let the person on the call **book a meeting with your team
while they are still on the phone**. The agent checks open times on your
connected calendar, offers a few, and books the one they choose. It works on
calls somebody makes to the line's number, and on the calls the
[follow-up engine](/lead-next-action.md) places to your leads.

When a lead books on a call the follow-up engine placed, the meeting is added to
that lead. It appears on the lead's timeline as a booking, and the engine sees
it: it stops following up and hands the lead to your sales desk instead of
sending the next message.

Booking is set on the phone line itself, in its own Booking section. It is off
on every line until you turn it on.

## Before you start

| You need | Where |
| - | - |
| A voice agent with its own phone line | [Give an agent its own phone number](/voice.md#give-an-agent-its-own-phone-number-inbound-calls) |
| A connected calendar: Google Calendar, Calendly or Cal.com | **Settings → Connectors** |
| For Calendly or Cal.com, an event type to book | In your calendar account, or create one from the Booking section (Cal.com) |

## Turn it on

**1. Open the line's card**

Go to **Agents → Deployments** and find the phone line. Its card has a
**Booking** section.

**2. Switch on Let callers book meetings**

Choose the calendar account to book on, then the event type (Calendly or
Cal.com) or the calendar and meeting length (Google Calendar). For Cal.com
you can also set where meetings take place, or create an event type there.

**3. Save booking**

Erdo checks that it can read the calendar and that the event type exists,
then gives the line's agent its booking tools. The section says when calls
can book.

If the same agent already has a website widget that books meetings, the
Booking section starts filled in with that widget's calendar. Nothing changes on
the phone line until you press **Save booking**, and you can pick a different
calendar first. Without such a widget the section starts empty.

Turning booking off removes the tools from the line's agent. The calendar you
chose is kept, so turning it back on later is one click.

## What happens on a call

1. When the person wants to meet — or the call's instructions ask the agent to
   invite them — the agent asks which timezone they are in, checks your
   calendar, and offers two or three open times. It only offers times your
   calendar returned.
2. It books under the person's name. On a call the follow-up engine placed, it
   already knows the name. It asks for an email only to send the calendar
   invite, reads it back to confirm it, and books without one if they would
   rather not give it.
3. It says the meeting is booked only once your calendar has accepted it, and
   confirms the day and time out loud. If the booking fails, it says so and
   offers another time.

## Where the booking shows up

* **In your calendar**, like any booking on that calendar or event type.
* **On the lead**, when the call was one the follow-up engine placed to a lead.
  The lead gets the meeting time (`booked_start`) and when it was booked
  (`booked_at`). The lead's other details, such as how they first found you,
  stay as they were. The lead's timeline shows the booking after the call, and
  the engine treats the lead as having a meeting booked, so it hands them to
  your desk rather than contacting them again.
* **On an inbound call**, the caller's lead carries the booking the same way a
  booking made in your website widget does.

A call somebody asks an agent to place from chat, with no lead attached, still
books on the line's calendar. That booking appears in your calendar but not on
any lead.

## Good to know

* **One booking setup per voice agent.** If a phone line shares its voice agent
  with a website widget that books, the line's calls already book with that
  widget's settings. The line's Booking section says which widget, and you
  change the settings in the widget's **Meetings and leads**. In the same way, a
  widget cannot switch booking on while the phone line it shares an agent with
  has its own booking on.
* **The line's calendar, not yours.** When you ask an agent in chat to call
  someone and book on **your** calendar, that still books on your own calendar
  ([Voice Calls & Scheduling](/voice.md)). The Booking section is for the line's
  calls in general.

## Troubleshooting

| Symptom | What to check |
| - | - |
| Saving says the calendar needs to be reconnected | Reconnect it in **Settings → Connectors**, then save again. |
| Saving says the event type is not one of the account's | Pick an event type from the list. It may have been deleted in your calendar account. |
| The section says calendar tools are still attaching | Save again. If it persists, check the line's voice provider connection. |
| The Booking section names a website widget instead of a switch | The line shares its agent with that widget. Change booking in the widget's settings. |


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