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Let an agent send a booking link by text

Add Text a booking link, choose the booking source, and configure when the agent should send it.

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On this page

Let the agent text a caller a link to book, instead of trying to book everything on the call.

Add the function

  1. In the call flow, click Add next to Functions.
  2. Under Built-in, click Text a booking link.
  3. Choose which booking link to send — this uses the booking integration already connected to the flow.
  4. If your plan includes it, set a Custom SMS Text for the message the caller receives with the link. If you don't see this option, your plan sends the default message.
  5. Fill in When should the agent send this?
  6. Click Publish Changes.

Sending rules

The text sends from the phone number assigned to the call flow. Confirm the flow has an active number connected — a booking link can't send from a flow with no number.

Related: Configure call notifications, Test and publish call flows, Review call history.