How do calendars and appointment booking work?

Booking through HDA is centralized and intuitive. The platform includes a built-in calendar where appointments—whether submitted by customers, staff, or triggers—appear in a unified schedule. You can set availability blocks for technicians, mobile units, or service bays and view everything in one place.

When a customer books (via website chatbot, form, or manual entry), the system creates a calendar entry, sends a confirmation via SMS/email, and adds the contact to your CRM pipeline. If there’s a scheduling conflict, the system alerts the booking user and suggests the next available slot.

You can customize appointment types—like diagnostics, fleet service, or mobile visit—each with its own duration, reminder text, and follow-up sequence. And because your calendar is visible to staff, they can see what’s happening and plan accordingly.

Availability sync depends on your settings—some clients prefer two-way integrations with Google or Outlook; others keep everything within HDA for simplicity. Regardless, your booking system is designed to work whether customers self-book online or you book internally.

All scheduling is tied to your automations and pipelines so every booking flows through your process seamlessly.