Cal.com sends each booking to your backend. The client gets an intake form, a reminder the day before and a thank-you after.
For a coach or consultant who takes bookings on Cal.com.
Cal.com
ResendStart the consultation bookings from Cal.com blueprint on Typestate
Asked you for the address of your intake page and your Cal.com booking page and the address your emails come from.
Started Consultation bookings from Cal.com: 3 record types, 3 web endpoints.
7 actions are compiling.
Deployed to Sandbox. Try it at your Sandbox address.
Each step has 3 parts: who starts it, how it reaches your backend, and the action that answers.
The rule you will want to change first
A moved call keeps its client and its intake answers, and its reminder goes out again for the new time.
It lives in the action Record a Cancel or Move. Tell your agent how you want it instead: one sentence changes, and you read the change before it goes Live.
The map shows the records it keeps, the actions it runs and the services it calls.
What it keeps
What it does
What it reaches
One person who booked a call, found by their email.
Only Cal.com's events save and change clients. You read them on the cockpit.
One call, as Cal.com booked it, with its state.
Only Cal.com's events save a booking. The actions change it: the client's own link, your key and the timers.
One answer of the intake form, for one booking.
A client sends answers through their own link. Only your key reads them.
Open an action to read its steps: each sentence, with the calls that do it under it.
Trigger eventtext, optional
Created attext, optional
Payloadgroup of fields, needed
Take the first attendee of the booking as the client.When the booking names no attendee, refuse with "The booking names no attendee".
When number of input.payload.attendees is 0
Refuse "The booking names no attendee"
attendee is the first item of the given the payload's attendees
Find the Client whose email is that attendee's email.When none matches, create a Client with that attendee's email and name, and calls set to 1.When one matches, add 1 to that Client's calls.
client is
Find the first Client where
email is attendee.email
when none carry on without one
When client holds a value
Change the Client where
id is client.id
set calls to client.calls + 1
Otherwise
Add a Client
set calls to 1
set email to attendee.email
set name to attendee.name
Create a Booking with cal_uid set to the booking's uid, client_email and client_name set to that attendee's email and name, title set to the booking's title, and starts_at and ends_at set to the booking's start and end times.
Add a Booking
set cal_uid to input.payload.uid
set client_email to attendee.email
set client_name to attendee.name
set ends_at to input.payload.endTime
set starts_at to input.payload.startTime
set title to input.payload.title
Email that attendee with the subject "Your call is booked", saying the title and the start time of the call, and the link to the intake form, which is the INTAKE_ADDRESS setting with ?booking= and the booking's uid on the end.
Send an email
to attendee.email
template "Record a Booking Email"
starts_at date and time of booking.starts_at
title booking.title
uid booking.cal_uid
value the setting INTAKE_ADDRESS
Trigger eventtext, needed
Created attext, optional
Payloadgroup of fields, needed
When the event is BOOKING_RESCHEDULED, the booking to change is the one whose cal_uid is the old booking uid; otherwise it is the one whose cal_uid is the booking's uid.Find that Booking.When none matches, refuse with "No booking matches this change".
old_uid is
when
input.triggerEvent is "BOOKING_RESCHEDULED"
then the given the payload's rescheduleUid, or else the given the payload's uid
otherwise input.payload.uid
booking is
Find the first Booking where
cal_uid is old_uid
when none refuse "No booking matches this change"
When the event is BOOKING_RESCHEDULED, change that Booking's cal_uid to the booking's uid, its starts_at and ends_at to the new start and end times, and reminded to false.Otherwise change that Booking's state to cancelled.
When input.triggerEvent is "BOOKING_RESCHEDULED"
Change the Booking where
id is booking.id
set cal_uid to input.payload.uid
set ends_at to input.payload.endTime
set reminded to false
set starts_at to input.payload.startTime
Otherwise
Change the Booking where
id is booking.id
set state to "cancelled"
From the webPOST /intake
Bookingtext, needed
EmailEmail, needed
AnswersList, needed
Find the Booking whose cal_uid is the given booking and whose client_email is the given email.When none matches, refuse with "No booking matches this link".
booking is
Find the first Booking where
cal_uid is input.booking
client_email is input.email
when none refuse "No booking matches this link"
When that Booking's state is not booked, refuse with "This call is no longer booked".When that Booking's intake_sent is true, refuse with "The form for this call was sent already".
When booking.state is not "booked"
Refuse "This call is no longer booked"
When booking.intake_sent
Refuse "The form for this call was sent already"
When more than 20 answers are given, refuse with "Send at most 20 answers".
When number of input.answers is more than 20
Refuse "Send at most 20 answers"
For each given answer, create an IntakeAnswer with booking_id set to that Booking's id, and question and answer set to the given question and answer.
For each item in input.answers
Add an IntakeAnswer
set answer to item.answer
set booking_id to booking.id
set question to item.question
Change that Booking's intake_sent to true.
Change the Booking where
id is booking.id
set intake_sent to true
Answer with the count of answers saved.
Answer
saved is the number of the given answers
From the webPOST /bookings/missed
Bookingtext, needed
Find the Booking whose cal_uid is the given booking.When none matches, refuse with "No such booking".
booking is
Find the first Booking where
cal_uid is input.booking
when none refuse "No such booking"
When that Booking's state is neither booked nor held, refuse with "Only a booked call can be marked as missed".When that Booking's starts_at is after now, refuse with "This call has not started yet".
When not (booking.state is one of "booked" or "held")
Refuse "Only a booked call can be marked as missed"
When booking.starts_at is after now
Refuse "This call has not started yet"
Change that Booking's state to missed.
Change the Booking where
id is booking.id
set state to "missed"
Answer with that Booking's cal_uid as the booking and missed as the state.
Answer
booking is booking.cal_uid
state is "missed"
From the webGET /bookings/week
Nothing. It needs no input.
List the Bookings whose starts_at is from the start of today up to 7 days later, earliest first.
week_start is start of today
bookings is
Find Bookings where
starts_at {"before":{"add_days":[{"name":"week_start"},7]},"on_or_after":{"name":"week_start"}}
sorted by starts_at, lowest first
For each Booking, answer its cal_uid as the booking, its client_name, client_email, title, starts_at, state and intake_sent.
rows is
each booking of bookings as
booking is booking.cal_uid
client_email is booking.client_email
client_name is booking.client_name
intake_sent is booking.intake_sent
starts_at is booking.starts_at
state is booking.state
title is booking.title
Answer
bookings is rows
A timer, every hour at 00 past
Nothing. It needs no input.
List the Bookings whose state is booked, whose reminded is false, and whose starts_at is from now up to 24 hours from now.
bookings is
Find Bookings where
reminded is false
starts_at {"after":{"context":"now"},"on_or_before":{"add_hours":[{"context":"now"},24]}}
state is "booked"
For each of those Bookings, email its client_email with the subject "Your call is tomorrow", saying its title and start time, and change its reminded to true.
For each booking in bookings, at most 50
Send an email
to booking.client_email
template "Remind of Tomorrow's Calls Email"
starts_at date and time of booking.starts_at
title booking.title
Change the Booking where
id is booking.id
set reminded to true
A timer, every day at 10:00, Berlin time
Nothing. It needs no input.
List the Bookings whose state is booked and whose ends_at is 12 hours ago or earlier.
bookings is
Find Bookings where
ends_at is on or before now - 12 hours
state is "booked"
For each of those Bookings, email its client_email with the subject "Thank you for the call", saying the BOOKING_ADDRESS setting as the link to book the next call, and change its state to held.
For each booking in bookings, at most 50
Send an email
to booking.client_email
template "Follow Up After the Call Email"
value the setting BOOKING_ADDRESS
Change the Booking where
id is booking.id
set state to "held"
People sign up and sign in with an email address and a password, or with a provider you add, such as Google.
| What it does | Who may call | Address |
|---|---|---|
| Your intake page posts the answers here. | anyone | POST /intake |
| Only you, with your key, mark a missed call. | you, with your key | POST /bookings/missed |
| Only you, with your key, read the week. | you, with your key | GET /bookings/week |
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4 actions