Chatbot settings
Set Up Reservations With RealLink AI
Turn on reservations, set simple available times, test the public booking form, and manage booking requests from your dashboard.
Let visitors move from a QR scan to a booking request without making the setup heavy.
Use reservations for simple booking requests
RealLink AI reservations are best for lightweight booking flows: table requests, consultations, tours, classes, demos, estimates, showroom visits, repairs, and event visits.
Think of it as a request and confirmation flow. The visitor chooses a date and time, then the business owner reviews the request and updates the status.
Turn on the reservation feature
Open your AI list, choose the AI you want to edit, and open settings. In the reservation panel, turn on reservations and review the owner notice before saving.
Only turn it on when someone in the business can check new requests. A booking form creates trust only if the owner follows up.
Set the basic schedule
Start with the simplest schedule that fits your business. Set available weekdays, start time, end time, slot length, capacity per slot, how far ahead visitors can book, and the minimum notice time.
Do not overcomplicate the first version. If your business has complex staff calendars, payments, room inventory, or live availability rules, keep using your official booking system and add that link in the AI answer text.
Write clear booking instructions
Tell visitors what the booking is for, what happens after they submit, and what they should prepare. Short wording is usually better than a long policy block.
Example: "Choose your preferred visit time. We will review the request and confirm it. If you need to change or cancel, open the booking status link you receive after submitting."
Test it like a visitor
Open the public AI page from a phone. Ask a booking-related question, tap the reservation button, choose a date and time, submit a test request, and open the status link.
Check the progress display, link copy button, Google Calendar button, and cancellation button. Then open the owner-side reservation popup and confirm that the request appears with the right QR source.
Manage reservations from the owner view
The reservation popup shows recent booking requests, their status, customer details, requested time, notes, and source tags. Use the status menu to mark requests as checking, confirmed, completed, canceled, or rejected.
The calendar view is useful when you want to see requests by date. The source summary helps you see whether bookings came from a menu QR, business card QR, poster QR, event booth QR, or default traffic.
Connect booking data to better answers
Look at the questions people ask before booking. If many visitors ask about parking, preparation, cancellation, group size, or price before choosing a time, add a short answer to your AI training text.
This makes the booking flow smoother because the AI answers the hesitation before the visitor opens the form.
Handle personal information carefully
Ask only for information needed to handle the booking. Name, contact method, requested time, number of people, and a short note are usually enough.
Do not ask visitors to enter payment card details, ID numbers, passwords, sensitive medical details, or other high-risk information in the public booking form. Reservation records are kept for 90 days and then removed by the retention process.
Quick checklist
- Reservations are turned on only for an AI that is ready to receive booking requests?
- Available days, hours, slot length, capacity, and minimum notice are set?
- The public form title and instructions are easy to understand?
- A test booking works on a phone?
- The status link, copy button, calendar button, and cancel action are checked?
- The owner-side list and calendar show the booking correctly?
- QR source tags show where the request came from?
- The AI training text answers common questions people ask before booking?