How to Enable AI Scheduling with Housecall Pro

Created by Danielle Whyte, Modified on Tue, Nov 18 at 2:51 PM by Emily Miller

With Smith.ai's Housecall Pro integration, your AI Receptionist can schedule appointments directly into your Housecall Pro account — no live agents or transfers required. Follow the steps below to set up AI scheduling with Housecall Pro.

Note: All appointments will be booked for a duration of 2 hours.

Set up online booking in Housecall Pro

Before you can enable AI scheduling with AI Receptionist, you'll first need to make sure you have online booking set up correctly in your Housecall Pro account.

Once you're confident that your online booking is configured how you want it, copy your booking page link and have it ready to paste into your AI Receptionist instructions.

Connect AI Receptionist to your Housecall Pro account

If you haven't already set up AI Receptionist's integration with Housecall Pro, follow these steps to connect your accounts.

Once the integration is connected, you should see confirmation on the Integrations page within your AI Receptionist dashboard.

Update your AI Receptionist call instructions

The final step of enabling AI scheduling with Housecall Pro is to update your playbook call instructions, so AI Receptionist knows when and how to schedule appointments.

Navigate to the Instructions tab
Select the relevant Caller Type playbook (i.e., potential new clients or existing clients)
Scroll to the What should we do next? section of the playbook
Choose Schedule an appointment
Select Housecall Pro from the list of options within the How should we schedule? dropdown menu
Input the booking page link for your Housecall Pro online booking form (instructions here)
When done, click Save. Changes will go live immediately.

Once you’ve completed the last step, you'll see a confirmation that the instructions have been updated.

Note: All appointments will be booked for a fixed duration of 2 hours with the next available employee.

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.
If you're not yet a Smith.ai client, please click here to get started with our AI Receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.