Mary Mediatrix Medical Center (Org ID: mediatrix)

Create Scheduling Rule

Configure how the AI handles booking for a calendar and appointment types

Rule Name

Short descriptive name for your team to recognize this rule.

Calendar Account

Appointment Types

Pick one or more types, or leave on All appointments to include every type on this calendar.

Select a calendar first.

Helps the AI understand context and handle patient questions.

💡Write like you're briefing a new receptionist.

Anyone

Any patient can book this appointment type.

Patients who meet these criteria

Only patients matching the criteria below can book.

Direct booking with AI

Patient selects a slot → confirmed immediately

Slots to offer

Booking window

When no slots are available

Handover to human agentInform patient no slots available

When none of the offered slots work for the patient

Offer next set (maxretries)Handover to human immediately

Send Scheduling link

AI returns scheduling link to an external booking portal.

Request preferred date and time

AI collects patient's preferred date and time (AM/PM) which can be viewed in Appointments module

Select patient properties...

Select from patient properties. You can set them up in Contacts module →

Yes, rescheduling is permitted up tobefore appointment date.

Rescheduling is not permitted — handover to human

Rescheduling is not permitted — ask patient to call to reschedule

Yes, cancellation is permitted up tobefore appointment date.

Cancellation is not permitted — handover to human

Cancellation is not permitted — ask patient to call to cancel

No alerts needed

Alert these users

Selected users receive a notification when bookings occur.

Patient handover requests will always alert users, regardless of this setting.