Goal and booking

What the page is for

This is where the customer chooses what a conversation with a lead should end in, and sets up what the AI assistant needs to get there. The choice is called "Primary goal", and it is the most important setting in the whole app: it decides which questions the AI assistant asks, when it stops asking, and what it offers at the end. The entire rest of the page changes with the goal, so two customers with different goals do not see the same thing. The page sits under Settings in the Training Camp menu group, right after the Your business tab.

What it looks like

The tab was called "Communication" until 9/10-2026; the address is the same. At the top is the heading "Goal and booking" with the subtitle "Customize how your leads are communicated with", and the "Reset" button on the right (at the bottom on a phone).

Then a card that starts with "Primary goal" and the help line "What should potential customers do after the conversation?". If a goal has been chosen, it appears as one field with an icon, a name and an explanation; a click unfolds every goal as a list to pick from.

Below the goal comes the setup for that particular goal, and it differs:

• Book inspection: "Duration", "Your address", "Service area", "How many appointments can one day hold at most?", "Price / fee", "Working hours", "Booking period", "Questions before booking", "Sync with your calendar" and "Reminders for your customers".
• Book phone meeting: "Duration", "Who makes the call?", "Price / fee", "Available times", "Minimum notice", "How many appointments can you have running at the same time?", "How many appointments can one day hold at most?", "Booking period", "Questions before booking", "Sync with your calendar" and "Reminders for your customers".
• Book video meeting: as for a phone meeting, but without "Who makes the call?".
• Book appointment: "What is the appointment called?", the "Meeting locations" card, the "Services" card, "Available times", "Minimum notice", the two limit fields, "Travel time between two addresses" (only with more than one address), "Booking period", "Questions before booking", "Sync with your calendar" and "Reminders for your customers". There is no "Duration" and no "Price / fee" here: every service carries its own length and its own price.
• Buy on website: "Offer a discount code to hesitant customers", "Useful links" and the "Register purchases automatically" card. No booking setup.
• Qualification: the card "Qualification questions". No booking setup, no calendar and no booking times.

If the person logged in is a plain team member at a customer using a phone meeting, a video meeting or Book appointment, the "My booking settings" card sits at the top of the page, before the goal.

There is no Save button. The fields save themselves, see below.

The page follows the choice the customer made under Settings, Appearance: light or dark. The brand colour and the buttons are the same in both; only the surfaces change.

Buttons and fields

Saving (there is no Save button)

Everything on the page saves itself. A click on a goal, a drop down or a toggle is written straight away, because the click IS the intent. A text field is written shortly after the customer stops typing. The fields that hold a web address are only written once the customer leaves the field and the safety check of the link is green.

When it works, nothing is shown on purpose. If a save fails, the field gets a yellow ring, the text "Could not save" and a "Try again" button, and at the bottom it says "1 change was not saved", which the customer can press to jump straight to the field.

Some changes are rejected by a guard before they are sent, and then the reason appears by the field. The ones the partner meets most often here are "Choose at least one day with both a start and an end time", "Both the even and the odd week need at least one day", "A day cannot end before it starts", "Choose who places the call", "Enter a number between 1 and 10" (simultaneous appointments), "Enter a number between 1 and 20, or leave the field empty" (daily limit), "Enter a number of minutes between 0 and 240" (travel time), "Choose how the service area is limited", "Choose whether the discount is a percentage or an amount" and "The discount must be greater than 0".

Primary goal

The list shows the goals the customer can pick:

• Book inspection. The lead is guided to book an inspection in the customer's calendar based on address and availability.
• Book phone meeting. The lead books a phone meeting in the calendar based on the customer's availability.
• Book video meeting. The same, and the meeting link is created and sent automatically.
• Book appointment. The lead books an appointment at one of the customer's own addresses. The address is included in the confirmation.
• Buy on website. The lead gets answers about products and prices and is sent the right deep link on the customer's own website, so they can buy.
• Qualification. The AI assistant asks the customer's own questions and only passes on the inquiries that fit. The goal does not book, so there is neither a calendar nor booking times.

If the customer changes goal, the setup below changes with it, and the fields the old goal used stop being used. The values stay in place, so switching back shows the old setup again.

Three of the goals are not open to everyone: Book appointment, Buy on website and Qualification are only shown for the accounts that are set up for them, and for an account that already runs that goal. If the customer does not see them in the list, that is not a fault. Qualification also cannot be saved for an account outside the test: then the field says "This goal is not open for this customer yet. Choose another goal."

Book inspection only exists for Danish customers, because it is built on Danish postcodes and Danish addresses. A Norwegian, Swedish or Finnish customer does not see the goal. If a Norwegian, Swedish or Finnish account already has the goal from before, it shows with the text "Inspections only work for Danish businesses. Choose another goal so your inquiries can be followed up.", and the account takes no new inquiries until another goal is picked.

On the Standard plan (the one without Pro), Book inspection and Book phone meeting are locked: they appear with a padlock, the label "Requires the Pro plan" and the text "Upgrade to the Pro plan to use this feature." A click leads to the subscription page instead of picking the goal. At a customer who is billed through their partner, the locked goals are hidden altogether, because the customer cannot upgrade themselves.

Duration

How long an appointment takes, in steps of five minutes up to two hours. The length decides which start times are offered to the lead at all. The field exists for inspections, phone meetings and video meetings. It does not exist for Book appointment: there every service has its own length.

What is the appointment called? (Book appointment only)

The word the lead sees in confirmations and reminders, at most 40 characters. An estate agent might write "Viewing", a workshop "Appointment". The field only changes the word, not how the booking works.

Meeting locations (Book appointment only)

The card with the addresses a lead can turn up at. Each address has a "Name" (the name the lead knows the place by, and the one the AI assistant matches against), an "Address" (street and postcode separately) and "Practical info (optional)", which is sent with the confirmation and both reminders.

If the customer has one address, the AI assistant simply names it. If the customer has several, it asks the lead which one fits. Without at least one visible address nothing can be booked: "You have no addresses yet. Add at least one, otherwise your assistant does not know where the customer should show up."

An address with bookings on it cannot be deleted, only hidden. A hidden address is not offered to new leads, but it stays on the bookings already held there. Two addresses must not have the same name.

Services (Book appointment only)

The card with what the lead can book an appointment for. Each service has a "Name", a "Duration", a "Price (optional)" and a "Description (optional)".

Two things matter when answering the customer. First: a service without a length is never offered. It says "Not offered until you set a length", and the AI assistant neither names it nor books it. The platform never guesses a length. Second: the AI assistant never invents a price. It only states the amount when it is in the field, and only if the lead asks.

If the customer has one service, the AI assistant simply uses it. If the customer has several, it asks what the job is before it offers times, and the length follows the answer. If the customer has none, the AI assistant has no times to offer. Services found on the website carry the label "From the website". The same list is also on the Products and services tab under TRAINING CAMP, with an image and the line the AI assistant gets for each service. If the customer edits a service in one place, it is edited in both.

Who makes the call? (Book phone meeting only)

Two choices: "We call the customer" (the lead is told that the customer will call at the agreed time) or "The customer calls us" (the lead is asked to call the customer's own number from the platform). The choice only changes what is written to the lead, not how the time is put in the calendar.

If the customer has a Swedish number from the platform, "The customer calls us" does not show: the number cannot receive calls, so the lead could never get through. Only "We call the customer" remains. For the same reason the chat on the website never gives a visitor the Swedish number, but the phone number from the Your business tab.

Your address (Book inspection only)

The customer's own address, typed in as street and postcode. It is used to calculate the distance to the lead's address, so it has to be right. The platform looks the address up when the field is left.

Service area (Book inspection only)

Where the customer drives out to. Three choices: "Only my local area" with a field for "Max driving distance" in km, "Specific regions" where the customer picks areas from a list, or "All of Denmark". THIS is where distance belongs. If the customer writes a distance or geography rule in a booking question instead, the platform warns about it, because there the AI assistant judges the distance without a real map and can get it wrong.

Price / fee

Whether it costs the lead anything to book. The choices are "Free", "Fixed" (a fixed amount in kroner), and for inspections also "Per minute" and "Per km" with a rate. It exists for inspections, phone meetings and video meetings, not for Book appointment.

Working hours / Available times

The weekly schedule with a start and an end time per day, and "Closed" on the days that are not open. The heading is "Working hours" for inspections and "Available times" for the three other booking goals. The toggle "Different hours on even and odd weeks" splits the schedule in two, "Odd" and "Even".

There has to be at least one day with both a start and an end, otherwise the change is rejected with "Choose at least one day with both a start and an end time". It is not a formal requirement in the data, but a guard: a week without a single valid day closes the calendar to real leads without anyone getting an error.

The times the AI assistant offers are laid out from this schedule. The field "Sync with your calendar" further down reads nothing: it only creates events. If the customer has connected their own calendar under Integrations and ticked at least one calendar, the busy times there are read in as blocks, so no time is offered on top of something the customer already has in the calendar. Under Integrations the calendar just shows "Connected"; which calendars are chosen shows when the line is unfolded.

Minimum notice

How short a notice bookings can be made with, in fixed steps from 1 hour up to 1 week. It exists for phone meetings, video meetings and Book appointment. It does not exist for inspections: there the notice is always 24 hours.

How many appointments can you have running at the same time?

A number from 1 to 10. The help text says: "If you set 3, three customers can book the same time slot." 1 means only one appointment can sit there at a time. It exists for phone meetings, video meetings and Book appointment.

How many appointments can one day hold at most?

A limit per calendar day, or "No limit". The AI assistant stops offering times on a day that has reached the limit, but the customer can always book in the calendar themselves.

For inspections the field does two things, and the help text says so: the AI assistant adds no more inspections to a day that has reached the limit, and it also keeps the day together by only offering time slots adjoining the inspections already booked that day.

Travel time between two addresses (Book appointment with several addresses only)

A number of minutes kept free before and after an appointment when the next one is at ANOTHER of the customer's addresses. Two appointments at the same place are still placed back to back. The field is only shown when the customer has more than one visible address, because otherwise the rule can never have any effect.

Booking period

How far ahead bookings can be made, in fixed steps: 1, 2, 4, 8, 12, 16 or 24 weeks.

Questions before booking

The questions the AI assistant asks the lead before it offers a time. "Add" creates a new one, and the order can be dragged around (or moved with "Move up" and "Move down"). Each question can be set to "Required".

Under "Advanced" there are two fields and a toggle:

• Context for the AI. What the question means. It is not a place to put rules.
• Expected answer. What kind of answer is expected.
• Minimum requirement. A toggle that unfolds a field for a requirement the answer has to meet, for instance whether the job is big enough. Good examples: "Is this your own home?", "How many m²?", "Is there loft access?".

If the customer writes something that looks like a distance or geography rule in "Context for the AI" or in "Minimum requirement", a yellow warning appears with a link straight to "Service area". It is a warning, not a block, but it is worth taking seriously: a geography rule written as text is judged without a real map and can make the AI assistant reject leads that are close enough.

From five questions and up it says "You have many questions, consider if all are necessary to keep the conversation natural."

Qualification questions (Qualification only)

The questions the AI assistant asks the lead before the inquiry is passed on to the customer. The card sits under the goal, because the goal has no booking setup. They are the same questions as "Questions before booking", so if the customer switches between a booking goal and Qualification, the questions come along.

"Add question" creates a new one. Each question has the arrows "Move up" and "Move down", a bin ("Delete question") and the toggle "Required". The text is saved when the customer leaves the field.

Under each question is "When does the answer fit?" with three choices:

• Always, no requirement. The AI assistant asks, but the answer does not decide anything.
• A number. A comparison ("At least", "At most", "More than", "Less than" or "Exactly"), a number and an optional unit, e.g. at least 50 pcs. Without a number it says "Enter a number, e.g. 50. The requirement is saved once there is a number.", and the earlier requirement applies until then. Numbers follow the language: in Danish 2,5 is a decimal and 400.000 is four hundred thousand.
• In your own words. A field for who fits, written the way the customer would say it. If a question has a requirement from "Questions before booking", it shows here, and "Always, no requirement" removes it.

Questions and requirements about income or salary, credit records, credit or debt, health, illness or disability, age, ethnicity, race or origin, religion, sexuality, political views, trade unions and pregnancy are not saved, and neither is screening of job applicants or tenants. Under the field it says why, e.g. "Questions about age are not allowed, because sorting people by age can be discrimination.", followed by "Ask about the job itself instead, e.g. scope, timing or budget. The text has not been saved." If the rejected text is already on the account from before, the explanation instead ends with "It was saved earlier, but your AI assistant must not use it. Edit or delete it.", and no requirement or "Required" can be set on the question until it is fixed. Questions about the job itself, such as "How many tiles?" or "What is your budget for the job?", are always allowed.

From five questions and up it says "You have many questions, consider if all are necessary to keep the conversation natural."

Sync with your calendar

A list of email addresses. The customer types the email connected to their calendar, and can add colleagues' ones. The platform creates events with the day's bookings (for inspections: the day's route).

The note below the field matters, because customers believe the opposite: "The system does not read your calendar, bookings are scheduled from your working hours only. Your calendar is only used to send you an overview."

The note applies to this field exactly: it only writes, it does not read. Having the customer's calendar read is a different and separate connection, namely Calendar under Integrations (or the "Connect calendar" step in the setup guide, which is the same connection). If that is connected, the busy times are read in as blocks, so the AI assistant does not book on top of them, and the box there says so with "We read the busy times in the calendars you tick, so your AI assistant never books on top of them. We never write to them." The two things can be switched on separately: the events come from here, the reading of busy times comes from there. If the customer unfolds the Calendar line under Integrations, the account, the chosen calendars and when they were last read are shown at the top, so he can see that the reading is running. If the calendar is connected with the same account as the email, the email account's profile picture is shown next to the account.

Reminders for your customers

A toggle. When it is on, the lead gets a reminder before the appointment it booked. The card "Reminders for you" with the customer's own phone numbers has been removed (9/10-2026): the customer's own reminders about new and cancelled bookings now only come as a notification in the app, when notifications are switched on there. There is no setting for them here.

Offer a discount code to hesitant customers (Buy on website only)

A toggle with five fields below: the discount code, whether it is "Percent" or "kr.", the size of the discount, an optional condition ("Condition, e.g. on the first cleaning (optional)") and "Valid through".

The help text is the whole mechanism: "Only shown when a lead hesitates, never in the first message. Leave it empty if you have no code." The AI assistant holds the code back and only plays it when a lead hesitates, once per conversation.

Three things the partner should know: if a code is written without a size, it says "The discount is not active until you enter a size.", and the code counts as no discount. The date is inclusive, so the code works all that day, and it is cleared automatically the day after ("Empty = no expiry date"). And if the toggle is switched off, the code, the type, the size and the condition are kept, so a seasonal code can be paused and switched on again.

Useful links (Buy on website only)

The pages the AI assistant may send a lead to: prices, a product, an order form. Each line has a "Page name" and a "Link", with "Add link" at the bottom and a bin per line. An invalid link gets a red border and the text "Enter a valid link, e.g. https://yourcompany.com/prices".

Without links the AI assistant can explain, but not send the lead on to buy. The AI assistant picks for itself which of the links fits the question; there is no setting for that here.

If the setup guide has read the customer's website, the links may have been filled in from there when the customer pressed "Looks right" on the screen "Here's what we learned about <company>". That only happens when the field was empty: links the customer has written themselves are not overwritten.

Register purchases automatically (Buy on website only)

A card with a toggle and a "Set up" button. When it is on, the customer's webshop sends every completed purchase to an address that is the customer's own, and then the AI assistant knows the lead has bought and stops selling to them.

The card says for itself how far the setup has got: "We are waiting for the first purchase", "Your address works", "We received your first purchase", "We hear from your webshop, but cannot read the orders" or "It looks like the wrong address was used". Under "Set up" the customer can choose between "Send it to my web developer" (the platform writes the message, the customer copies it and sends it) and "I will do it myself" with steps for Shopify, WooCommerce, Zapier and other platforms.

The toggle is off to begin with, and "You can leave this off. Everything else works exactly as before." The card is not shown to team members.

My booking settings (team members only)

The card a plain team member sees at the top, when the customer has a phone meeting, a video meeting or Book appointment as the goal. The team member edits their OWN calendar profile, and the changes take effect straight away. If the profile has not been activated yet, it says "Your calendar is not activated yet. Ask the owner to activate it under Employees." If it is blocked, the label "Blocked" appears by the heading. If the owner has chosen prioritised distribution, the place in the order is shown as read only text ("Priority order: no. 2 (set by the owner)."), because it can only be set by the owner. If the profiles cannot be loaded, it says "Could not load the calendar profiles. Please try again." instead of an empty state.

Reset

Clears the WHOLE training camp, not just this tab. The dialogue is called "Reset the training camp?" and warns: "This will delete all your company information, communication settings and customizations. This action cannot be undone." The button that confirms is called "Reset all". If it is confirmed, the company fields on the other tab, the goal here, and the booking setup (meeting name, duration, working hours, notice, booking period and more) all disappear, and the customer gets the confirmation "The training camp has been reset". The questions for leads stay, including the qualification questions. If it does not work, it says "Could not reset the training camp". The button is only shown to the owner.

Email and SMS at the bottom of the tab

At the bottom of the tab, below the goal setup, sit four cards: Your SMS number, Automatic follow-up, Channels (with Send emails) and Missed calls from your mobile. They were moved here from the former Email and SMS tab on 26/10-2026. The cards are only shown when the customer's package has the Booking agent. Customers without agents always see them. See the page Email and SMS for what each card does.

What the customer sees afterwards

Changes here are felt in the next conversation with a lead, and some of them outside the app:

• The goal decides what the AI assistant works towards in every new conversation, which questions it asks, and what it offers at the end. A change takes effect immediately, also in conversations that are already running.
• The booking setup decides which times the AI assistant offers a lead at all. A narrower weekly schedule, a lower daily limit, a longer notice or a service without a length means fewer or no times, without anyone getting an error.
• When a time is booked, a confirmation is sent to the lead, and with Book appointment the address and the practical info are included. A calendar event is created for the email addresses listed under "Sync with your calendar".
• Reminders for your customers go to the lead before the appointment. The customer's own reminders come as a notification in the app, not as SMS.
• The discount code turns up in a conversation only when the lead hesitates, never in the first message, and only once per conversation.
• Useful links are the only pages the AI assistant sends leads on to.
• Register purchases automatically means a lead that has bought is not sold to again.
• The qualification questions and their requirements are what the AI assistant asks and judges the answers by, before an inquiry is passed on.

Typical questions from the customer

"My AI offers no times to my customers."

Go through the five checks in this order, field by field:

1. Working hours (the field is called "Available times" for phone meetings, video meetings and Book appointment). At least one day has to have both a start time and an end time. If the toggle "Different hours on even and odd weeks" is on, BOTH weeks have to have at least one valid day.
2. How many appointments can one day hold at most? If the limit is set so low that the days are already full, the AI assistant stops offering times on them.
3. Minimum notice, held up against Booking period. If the notice is longer than the window that can be booked in, there are no times left to offer.
4. Meeting locations (Book appointment only). There has to be at least one VISIBLE address. If there is none, it says "You have no addresses yet. Add at least one, otherwise your assistant does not know where the customer should show up."
5. Services (Book appointment only). At least one service has to have a Duration. A service without a length is never offered, and the card says so itself with "Not offered until you set a length".

Points 1 to 3 apply to all four booking goals. Points 4 and 5 only exist for Book appointment.

"Can't I just let it read my calendar, so it does not double book?"

Yes, but not from here. The field "Sync with your calendar" on this page only creates events, it reads nothing. If the customer connects their own calendar under Integrations and ticks at least one calendar, the busy times are read in as blocks, and the AI assistant does not offer a time on top of them. Without that connection the available times come purely from the weekly schedule on this page, and then a period has to be kept free either in the weekly schedule or by blocking time in the app's own calendar.

"Why can't I pick Book inspection?"

Because it requires the Pro plan. The goal appears with a padlock and "Requires the Pro plan", and a click leads to the subscription page. If the customer is billed through their partner, the goal is not in the list, because the customer cannot change plan themselves; here it is the partner who has to change the plan. If the customer is Norwegian, Swedish or Finnish, the goal is not in the list either: inspections only work in Denmark.

"What happens to my old settings if I change goal?"

They stay. The setup for the old goal simply is not used any more, and if the customer switches back, it is there as before. The only exception is "Reset", which clears everything and cannot be undone.

"My AI rejects customers who live close to me."

Check whether a distance or geography rule is written in a booking question, typically under "Advanced" in "Minimum requirement" or "Context for the AI". Written there, the AI assistant judges the distance without a real map. Move the rule to "Service area" at the top of the setup, which calculates on real coordinates. The platform warns about it itself with a yellow box when the text looks like a distance rule.

"Why can't I ask about income or age?"

Because the AI assistant must not sort people by personal matters such as finances, credit, health, age, origin, religion, sexuality, political views, trade unions or pregnancy, and must not be used to screen job applicants or tenants. The text is not saved, and the reason is shown under the field. Help the customer ask about the job itself instead: how big it is, when it needs doing, and what the budget for the job is.

"The customer wants to change the tone of the messages to their leads."

That is not a setting on this tab. The customer does not pick the tone themselves in the app. If it needs changing, it is a matter for support.

"Where do I switch email or SMS off?"

Not here. Email is switched on and off with Send emails on the Channels card at the bottom of this tab (see the section Email and SMS at the bottom of the page), not in the goal setup itself. SMS is always on and cannot be switched off.

"The discount code is not being used."

Three things to check: is the toggle on, is a size filled in (without it the code is not active, and the text below the fields says so), and is "Valid through" not passed. And then the mechanism itself: the code is only shown when a lead hesitates over the price, never in the first message. No hesitation, no code.

Limitations and errors

• No Save button, and no confirmation on success. The only signal is an error: yellow ring, "Could not save", "Try again".
• The weekly schedule on this page is the only source of available times. The field "Sync with your calendar" does not read the calendar, it only creates events. Busy times in the customer's own calendar only count when the calendar is connected under Integrations.
• A service without a duration is never offered with Book appointment, and a service without a price never gets a price mentioned.
• Book appointment, Buy on website and Qualification are not open to every account. If they are not in the list, that is not a fault.
• Qualification questions about personal matters cannot be saved. Income, credit, health, age, origin, religion, sexuality, political views, trade unions, pregnancy and screening of job applicants or tenants are rejected with an explanation under the field.
• Book inspection and Book phone meeting require the Pro plan. At partner billed customers they are hidden instead of locked.
• The weekly schedule cannot be saved empty. "Choose at least one day with both a start and an end time". With even and odd weeks, BOTH weeks have to have at least one day.
• An address with bookings on it cannot be deleted, only hidden. The same goes for a service that has appointments booked to it.
• The field "Travel time between two addresses" only exists with more than one visible address, because otherwise the rule never has any effect.
• The daily limit only applies to what the AI assistant offers. The customer can always book beyond the limit from the calendar.
• "Where do I type my numbers for reminders?" Nowhere any more. The customer's own reminders come as a notification in the app; get the app and switch notifications on.
• The words in the booking setup appear in English for Swedish and Finnish accounts. Danish and English are fully translated; sv and fi fall back to English in this particular dialogue.
• Two older goals can no longer be picked ("Book meeting" with its own booking link and "Call you" with a phone number). Old choices are respected at the customers who still have them, but they cannot be set up from scratch.
• Reset cannot be undone and also hits the Your business tab plus the whole booking setup.
• "Could not save the booking settings" means the booking part did not get through. Try again; if it keeps happening, it is a matter for support.