This is how you save your appointment booking link in Safina.
Convert calls directly into appointments. Learn how to embed your booking link from Calendly, Microsoft Bookings, and others in Safina so that your AI assistant can send it via SMS.
Prerequisite | Requirement |
|---|---|
Safina Plan | Professional or higher |
Booking Tool | A booking tool of your choice that is capable of creating a link for appointment booking. |
The endless back and forth via email to find a suitable appointment takes time and energy. Imagine if a caller could book an appointment directly after their conversation with your assistant. That’s exactly what the appointment booking feature of Safina allows.
You provide Safina with the link to your online calendar (e.g., from Calendly, Microsoft Bookings, etc.) once, and it takes care of the rest.
New Feature: Did you know? In addition to sending a link, Safina can also fully automatically book appointments directly in your calendar. Learn more about this powerful alternative in our guide to direct calendar integration.
How does appointment booking work with Safina?
The process is simple and designed for maximum efficiency for you and your callers:
A caller expresses in conversation with Safina the desire for an appointment.
Safina intelligently recognizes this request from the conversation history.
Your assistant then proactively asks: "Should I send you a link to my online appointment booking via SMS?"
If the caller agrees, Safina automatically sends an SMS with your link to the caller's phone number.
The caller can now take their time to select and book an available appointment in your calendar via the link.
A peek under the hood: Are you wondering how Safina reliably recognizes an appointment request? We explain this in detail in our article: How does Safina recognize an appointment request in conversation?
How to set up your booking link
Setting up this powerful feature takes less than a minute.
Step 1: Copy your booking link
First, go to your preferred calendar tool (e.g., Calendly, Google Calendar, Microsoft Bookings). Copy your public appointment booking link to the clipboard. This is the link you would also send to customers.
Step 2: Navigate to the configuration tab
Open your Safina app and go to the main settings area, the "Safina AI" tab. Scroll through the list of settings until you reach the "Appointment Booking" section.
Step 3: Insert and activate the link
Paste your copied link into the designated text field.
Make sure the switch at the top is set to "Active" to enable the feature.
That’s it. The setting is immediately active.
Your calendar fills itself
This function is one of the simplest and most effective methods to reduce administrative work. You remove the hurdle for the caller to have to contact you again, turning a simple phone call directly into a concrete, booked appointment.
Your Safina Team
