How to use LeadTruffle Scheduling (Beta)


Overview


Many LeadTruffle users love our AI texting and AI voice features, but manage scheduling through third-party tools like Calendly. With our new Scheduling Beta, you can now manage bookings natively within LeadTruffle—no third-party tools required.


Why It Matters


  • Centralizes scheduling within LeadTruffle
  • Enables your AI agent to suggest and book appointments based on real-time availability
  • Reduces back-and-forth and missed opportunities


How to Get Started


  1. Navigate to Scheduling
  • Click Scheduling on the left sidebar in your LeadTruffle dashboard (note: this is a beta feature).
  1. Sync with Google Calendar
  • Syncing with Google Calendar is optional but highly recommended.
  • This ensures compatibility with external CRMs and keeps your availability accurate.
  • After syncing, refresh the page—LeadTruffle will automatically mark your busy/free time slots.

How to use LeadTruffle Scheduling (Beta) screenshot 1

  1. Set Your Availability
  • Configure general availability rules (e.g., business hours, days off).
  • Use Date Overrides for exceptions (vacations, holidays, etc.).
  1. Adjust Calendar Settings
  • Set time zone, appointment length, buffer time between appointments
  • Define how soon someone can book (book-ahead hours) and how far in advance (max book-ahead days)
  • Customize the public-facing calendar name


How to use LeadTruffle Scheduling (Beta) screenshot 1


AI Calendar Integration


Your AI agent can now suggest appointments and send booking links to leads automatically.


  • Go to Lead Qualifier > Website Texting Prompt
  • Turn ON the “Use LeadTruffle Calendar” option
  • When it’s time to book, the AI will:
  • Detect your real-time availability
  • Send your unique LeadTruffle booking link
  • Let the user choose a time and enter their email


How to use LeadTruffle Scheduling (Beta) screenshot 2



Option 1: Use Your Own Booking Link


  • Turn OFF the LeadTruffle Calendar setting
  • Paste your external booking link (e.g., Calendly) into the AI agent instructions


Option 2: Use LeadTruffle Calendar


  • Turn ON the setting
  • Configure everything under Scheduling first
  • Let the AI handle the rest!


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Need help? Contact us at support@leadtruffle.com or message the team via the Intercom chat on this article or in-app.


Updated on: 02/04/2026

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