Skip to main content

​
Video Guide

​
Before you start

Before clicking around, make sure you have the essentials so everything works on the first try:
  • A Callin account with permission to access Actions and edit AI Agents (if you can’t see them, check Roles & permissions).
  • A Google account that has access to the calendar where appointments should be created.
  • Pop-ups enabled in your browser (Google opens a separate authorization window).
  • Strong recommendation: confirm your agent’s timezone. Callin warns about this because mismatched timezones can shift appointment times (see Timezones).

​
Step 1: Go to “Actions” and open Google Calendar

  1. In Callin’s left menu, click Actions.
  2. You’ll see integration cards (Google Calendar, GoHighLevel, Zoho, etc.).
  3. On Google Calendar, click Connect (or open it and use Connect Google Account).
Tip: If you already connected an account but don’t see new calendars, use Sync to refresh what Callin can access.

​
Step 2: Connect your Google account (login + permissions)

Callin will redirect you through Google’s authorization flow:
  1. Select the Google account you want to connect.
  2. You’ll see a confirmation screen like “You’re signing in again to Callin/AI Calls.” Click Continue.
  3. Approve the permissions Google requests so Callin can read your calendar and create events when the agent books.
When you return to Callin, you should see your Google account connected inside Google Calendar settings. Warning: If you connect the “wrong” Google account, it will look like “no calendars exist.” It’s not a bug—you’re just in a different account. Disconnect and repeat with the correct one.

​
Step 3: Select the right calendar inside Callin

In Actions → Google Calendar, you’ll see:
  • On the left: the connected account and available calendars
  • On the right: Event Templates
  1. Click the calendar where bookings should be created (for example: your primary calendar, or a dedicated Sales calendar).
  2. Look at the right panel: this is where you create templates your agent will use when booking.
Important: Callin supports multiple templates per calendar, and you can assign templates from different calendars to different agents (see Booking templates).

​
Step 4: Create your first “Event Template” (your appointment blueprint)

A template is the appointment “mold”: name, description, duration, reminder, and available hours.
  1. Under Event Templates, click Create Event Template.
  2. A side panel opens with Name and Description (required).
Here are ready-to-use examples you can copy and edit: Name: Intro assessment call (15 min) Description: A quick call to understand your situation and recommend the next step.
If you need to reschedule, reply to this message and we’ll help you. Configure the typical settings:
  • Slot Duration: how long each booking is (e.g., 30 minutes).
  • Reminder Minutes: how far in advance to send the reminder (e.g., 15).
  • Reminder Type: for example Email.
  • Allow Event Overlap: whether overlapping bookings are allowed (usually “No” to prevent double-booking).
Scroll to Working Hours and define when the agent can offer appointments:
  • Check available days (Mon–Fri, for example).
  • Set the time range (e.g., 09:00–17:00).
  • Leave weekends as Unavailable if you don’t take meetings.
  1. Click Save.
You’ll now see the template listed with a quick summary (duration, reminder, etc.). Practical tip: Create separate templates per appointment type (e.g., Demo 30 min, Support 15 min, Follow-up 10 min). That way the agent always books the right format.

​
Step 5: Attach the template to an agent (Call Actions)

Now you’ll enable booking capability on an agent.
  1. Go to AI Agents.
  2. Open the agent you want (click the agent name or edit).
  3. At the top, click the Call Action tab.
  4. Toggle Schedule Appointment on Google Calendar on.
  5. As soon as you enable it, Callin shows a configuration window where you choose:
    • The connected account/calendar
    • The Event Template (the one you just created)
  6. Select the right template and save.
If you want guidance on how the agent should ask for date/time naturally, see Agent prompts and Conversation flows.

​
Optional: Advanced setup

Once the basics work, these options help you scale cleanly:
  • Multiple templates per calendar: create one template per appointment type and assign each to different agents (or teams).
  • Multiple calendars: keep Sales and Support separated and attach each calendar to the appropriate agents.
  • Sync after changes: if you created new calendars in Google or updated access, use Sync inside Callin’s Google Calendar page.
  • Timezones: if your team operates across countries, keep the agent timezone aligned with the calendar (see Timezones).

​
Common issues and fixes

​
“My calendars don’t show up”

Most often: you connected a different Google account or permissions are missing. Disconnect, reconnect with the correct account, then hit Sync.

​
“I created a template but it doesn’t appear on the agent”

Make sure you created it under the correct calendar (left panel). Then reopen the agent’s Schedule Appointment configuration.

​
“Appointments are created at the wrong time”

Usually a timezone mismatch between the agent and the calendar. Fix the agent timezone or use a calendar with the same timezone (see Timezones).

​
“Google won’t authorize / blank screen”

Check pop-up blockers, privacy extensions, or try an incognito window.

​
“Bookings are overlapping”

Review Allow Event Overlap in the template and disable it if you don’t want double-bookings.

​
Motivating wrap-up

Done! Your Google Calendar is connected, and your agent can now book appointments automatically—within working hours, with the right duration and reminders. Next, create 2–3 templates per use case and assign them across agents so every call ends with a perfectly scheduled next step.