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Enable real-time booking inside your workflows using RTB actions. This guide explains how to configure and use booking functionality for live scheduling during calls.

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🎥 Video walkthrough

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Step-by-step guide

Follow these steps to set up your RTB action.

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1. Select RTB action

Choose Real-Time Booking Action from the list of available action types to begin the setup. RTB Action

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2. Configure your RTB action

Provide the following details.
  • Name: A clear name for the action (for example, “My Real-Time Booking Action”).
  • Description: A short explanation of what this RTB action does (for example, “Action used to schedule bookings during calls”).
  • Action Timing: Select when this action should run within the workflow.
  • Email Type: Choose the email provider (for example, “Gmail”, “Outlook”).
  • Email: Select the specific email address to use for booking communication.
  • TimeZone: Set the time zone that should be used for booking slots.
  • Buffer Time: Define the buffer time between bookings, if needed.
  • Do not send Email on Confirmation: Toggle on if you do not want to send a confirmation email after a booking is created.
  • Round Robin: Toggle on to distribute bookings in a round-robin manner; when enabled, the second customer will be assigned to the sub-account email for the call.
  • Follow up Type: Select the follow-up method (for example, “Call”, “SMS”).
  • Booking Timings: Choose the time ranges when bookings are allowed.
Google Calendar Example

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3. Create the action

Once all required fields are filled and your Google Calendar is connected, click Create Action to save and activate your real-time booking action.

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Example real-time booking action setup

  • Name: My Real-Time Booking Action
  • Description: Action for scheduling bookings during calls
  • Schedule a Booking with: Google Calendar
Using this configuration, your application can handle live scheduling smoothly while calls are in progress.