How to connect your calendar and start taking consult bookings

Using a specific scheduler? Start with the integration guide for your tool, then come back here:

For every other scheduler, keep reading.

Before your AI can book a consult for a caller, it needs to know two things: which consults you actually offer, and where each one gets booked.
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In Lexidesk, both live in a single place called Appointment Offers.
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This article covers what Appointment Offers are, how to fill in every field, and how to upload them during onboarding or edit them later inside your account.
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You only need to do this once. After that, you can edit, pause, or add offers any time.

An Appointment Offer is one bookable consult, with everything the AI needs to offer it cleanly:

During a call or chat, the AI reads every active offer, picks the one that best matches what the caller told it, and sends that booking link by SMS and email to them.

If you only run one kind of consult, you need one Appointment Offer. If you run different consults by practice area, lawyer, or price point, you create one per consult.
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You need:

If you have not set up your scheduler yet, do that first.

For each consult you want the AI to offer, you need one public booking URL. Where to find it depends on your scheduler:

For each offer, note the duration, price (or "Free"), and the host's name. You will need all of that in Step 2.

Every Appointment Offer uses the same fields, whether you upload a CSV or add it manually. Here is what each one does.

The public URL from Step 1. This is what Lexidesk texts and emails to the caller after the AI has qualified them.

Example: https://app.acuityscheduling.com/schedule.php?owner=39098837&appointmentType=92118634

How you and your team recognize the offer inside Lexidesk, this is visible to AI too.

The AI reads the description of every active offer on every call to decide which one fits the caller. Vague or overlapping descriptions are the single biggest reason the AI sends the wrong offer.

Write each description in plain English, covering:

The distinctness test. After you have written all your offer descriptions, read them side by side as if you were the AI. For a realistic caller, could you confidently pick which offer is the right one? If not, the AI can't either. Every description must be clearly distinct from every other one.

Never ship two offers that both essentially say "Family law consultation". The AI has no way to choose between them. Either merge them into one offer, or give them genuinely different scopes (for example, "initial consult with an intake person" vs. "strategy session with a lawyer").

When offers are tied to specific lawyers in the same practice area. This is where distinctness matters most. If you have three criminal lawyers and one offer per lawyer, the description is the only thing telling the AI which lawyer to send a given caller to.

For each lawyer you could describe:

The more specific you are about who each lawyer is best for, the better the AI routes.

Examples
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✅ Good (generic, only criminal law offer): "Consultation for new criminal defense matters."
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✅ Good (one of several criminal defense lawyers): "Consultation with John Smith. Handles DUI, traffic violations, and misdemeanor drug charges. Offer when the caller mentions a recent DUI arrest, a pending court date for drug possession, or a suspended license."
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✅ Good (another lawyer in the same practice): "Consultation with Hanna Brown. Focuses on white-collar defense, fraud, and federal investigations. Offer when the caller mentions an FBI contact, a grand jury subpoena, wire fraud, embezzlement, or tax-related charges."
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❌ Bad (not distinct from another offer you already have): Two offers that both just say "Criminal defense consultation". The AI has nothing to choose between them.

​The final check: Ask yourself, "If I only knew what the caller told me so far, would this description tell me to offer them this consult instead of any other offer on my list?" If not, rewrite.

A number of minutes. 30, 45, 60, 90. The AI mentions this to the caller ("a 30-minute call with Jane"), so it should match what your scheduler actually books.

Free text, whatever you want the AI to say out loud. Common formats:

Either:

You have two paths, depending on where you are in your Lexidesk journey.

During onboarding, Appointment Offers are added by uploading a CSV inside your onboarding form:

After onboarding, everything lives in your account under Agents → Configure → Appointments. You have two ways to add offers here:

Option A. Import a CSV (faster for three or more offers):

Option B. Add them one at a time (fine for one or two offers):

Every offer has two controls you can change any time, without re-uploading anything.

When a lawyer goes on vacation, leaves the firm, or you want to stop promoting a specific consult, flip this off. The AI stops offering it immediately. Flip it back on when you are ready.

By default, every offer is live whenever your AI is live. You can narrow that:

Most firms leave offers on Always.

Although this happens rarely, this is almost always a description problem. Open the offer that got picked incorrectly and check:

Fix the description, save, and run a test call.

Same root cause, one level deeper. If you have two offers with the same practice area but different lawyers, the description is what tells the AI which lawyer suits which caller. Make sure each lawyer's description clearly lays out what kind of case they prefer or specialize in. See Step 2 for worked examples.

Check, in order:

Open the bookingUrl in an incognito window. If it does not open a working booking page for a logged-out user, the link is wrong. Copy a fresh one from your scheduler and update the offer.

That is a scheduler-side issue, not Lexidesk. Check your scheduler's availability, timezone, and any external calendar sync (Google Calendar, Outlook, iCloud).

Any scheduler that gives you a public booking URL works, including Acuity Scheduling, Calendly, HubSpot and Clio Shedulers, Google Calendar, Microsoft Bookings, Cal.com, Square Appointments, and YouCanBook.me or anything else.

One per distinct consult you want the AI to be able to offer. Most firms run between three and ten. However, when you want AI to be able to promote specific lawyers, we can support up to 40 offers with no issues; for more, please contact your onboarding specialist, and they will find a way to accommodate that. Fewer, well-described offers always beat many vague ones.

Yes. Go to Agents → Configure → Appointments any time. You can edit, add, pause, or delete offers. Changes go live immediately.

Yes, if your offers are set up cleanly. Create one Appointment Offer per practice area or per lawyer, give each one a description that makes clear when it applies, and the AI will pick correctly. If it picks wrong, your descriptions need sharpening. See the distinctness test in Step 2.

No. Once an offer is in Lexidesk, you can edit it directly under Agents → Configure → Appointments. Re-uploading is only needed when you want to bulk-add or bulk-update.

If your offers are set up and the AI is still not behaving the way you expect, email [email protected] with your firm name, the offer you are testing, and a transcript of the link to a test call.