Verse has always booked appointments onto your Calendly calendar during a text conversation, with a member of our Concierge team handling it by hand. With AI Appointment Booking, Verse does that part automatically: it offers real open times from your calendar, works through the lead’s replies, and books the appointment. Our Concierge team steps in only if the lead needs a person.
What you’ll need
AI Appointment Booking enabled on your account. Our Customer Success team turns this on for you. If you don’t see a Calendly card under Settings > Connections, reach out to them and they’ll get you set up.
A paid Calendly plan. Free plans can connect, but bookings won’t go through.
Access to the Verse Customer Portal for the sub account you want to set up.
Your Calendly link set under Settings > Account Details > Calendar Link, from the same Calendly account you’re about to connect.
If you have a Calendly team, connect with an admin account so Verse can book on any team member’s calendar.
Step 1: Connect your Calendly account
Log in to the Verse Customer Portal
Go to Settings > Connections
Select the right sub account at the top of the page
Click Connect Calendly and sign in with the account that owns your calendar
Approve the access request
You’ll land back on the Connections page with the Calendly card showing Connected
If you have more than one sub account, repeat this for each one.
Connecting doesn’t change anything yet. Your leads are handled exactly as they are today until your script is updated.
Step 2: Let your account manager know
Once you’re connected, tell your Verse account manager. They’ll work with our Scripting team to add AI booking to your script and confirm when it’s live. Nothing is needed from you for this step.
What your leads will experience
When a lead is ready to schedule, Verse texts them a few open times from your Calendly. The lead picks one or suggests another, and Verse works it out with them. Once agreed, the appointment is on your calendar and the lead gets a confirmation.
If the lead needs a person, our Concierge team picks up the conversation and books it the way they always have. Times come straight from your Calendly availability, so keep it up to date.
Turning it off
Go to Settings > Connections > Disconnect. The change is immediate. To turn it back on, click Connect Calendly again.
Troubleshooting
I don’t see the Calendly card. The feature hasn’t been turned on for your account yet. Reach out to our Customer Success team and they’ll enable it.
The card says “Needs reconnecting.” Click Reconnect and sign in again. This usually happens after a Calendly password change.
I’m connected but leads are still going to the Concierge team. Your script may not be updated yet, or your Calendar Link may belong to a different Calendly account than the one you connected. Contact your account manager.
Bookings aren’t going through. Your Calendly account is likely on a free plan. Upgrade in Calendly and the connection will start working.
Questions?
Reach out to your account manager or contact support through the portal.