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Overview

telli connects to bookingtime as an app you install into your organization. Once installed, you sign in to bookingtime once from telli to confirm which organizations are yours. An agent can then read your live availability and book appointments directly into your bookingtime calendar while it is still on the phone with the caller. You connect bookingtime once per telli account. Each agent then chooses which of your connected organizations it books into, and which appointment type it books, so different agents can book different things.

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Before you start

  • A telli agent that should book appointments
  • A bookingtime organization, with admin access to its Store
  • At least one active appointment template in bookingtime, under Settings → Appointment templates
  • The telli installation key, which telli gives you when you set up the integration

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Install the telli app in bookingtime

1

Open the Store

In bookingtime, go to Store → Apps, then choose Install with key in the top right.The Apps section of the bookingtime Store, with the Install with key button in the top right
2

Enter the installation key

Paste the 64-character installation key telli gave you, then choose Next.The Install with key dialog in bookingtime with an installation key entered
3

Review the permissions

bookingtime shows what the app can do before you install it. Expand Permissions to see the full list. telli asks for the access it needs to read availability and make a booking, and nothing else.The telli app details in bookingtime showing the requested permissions and the Install button
4

Install

Choose Install. The app appears in your Apps list straight away.The telli app installed in bookingtime, showing its description and an Uninstall button
Install the app in every bookingtime organization you want telli to book into. An agent can only book into organizations where the app is installed and that you connected in the step below.

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Connect bookingtime in telli

1

Start the connection

In telli, go to Settings → Integrations, open bookingtime, and choose Connect.
2

Sign in to bookingtime

bookingtime asks you to sign in with your bookingtime login. This is how telli confirms which organizations are yours: telli only ever sees the organizations that the account you sign in with is a member of.
3

Review your organizations

telli lists the organizations the connection proved, and you are returned to the integration page. If you belong to several organizations, all of them are connected and you choose between them per agent.
If bookingtime reports that your user has no access, check that the telli app is installed in that organization and that your bookingtime login is a member of it.

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Set up an agent

1

Open the agent

Open the agent you want to configure in telli, then in Calendar Integration, select bookingtime.
2

Choose the organization

Pick the bookingtime organization this agent books into, from the organizations you connected.
3

Choose the appointment type

telli loads the appointment types available in that organization. Pick the one this agent should book. If your organization has only one, telli selects it for you.The bookingtime calendar integration in telli, showing the selected organization and appointment type
4

Save the agent

Save the agent so telli uses bookingtime during calls.

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How booking works

  • The agent reads bookable slots for the selected appointment type, covering the next 14 days
  • When the caller picks a time, telli books it against your bookingtime calendar during the call
  • The appointment appears in bookingtime immediately, and bookingtime sends its usual confirmation

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Customer records

Every bookingtime appointment belongs to a customer. When an agent books, telli reuses the customer it created for that contact before, or matches one you already have by email address. Only when neither matches does telli create a new customer record.

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Email addresses

bookingtime needs an email address to confirm an appointment to the customer. If telli does not already have one for the contact, the agent asks the caller for it before booking.