For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/automations/offer-calendar-times-step.md.
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  • How do I offer calendar times on WhatsApp and book when the contact taps?

    Add the Offer calendar times step so the automation sends the contact the next free times of a calendar on WhatsApp as reply buttons. When the contact taps a button, the meeting is booked right away and the automation continues through the Booked exit.

    Role: any member with edit access in the workspace.

    Before you start

    • An individual calendar created in the CRM. Group calendars do not appear in the list.
    • The contact must be inside the WhatsApp 24h window and the automation must send through the official WhatsApp number. Otherwise nothing is sent and the automation continues through Unavailable.

    Steps

    1. On the automation canvas, click + and choose Offer calendar times.
    2. Under Calendar, choose the calendar to offer.
    3. Under How many times to offer, choose 1 to 3. WhatsApp allows at most 3 reply buttons.
    4. Under Message, write the text that goes with the times (up to 900 characters, accepts contact variables). The calendar's time zone is appended to the message automatically.
    5. Under Reply deadline (hours), enter 1 to 24 hours. The default is 24.
    6. Connect the three exits of the step and save the automation.

    Step exits

    ExitWhen the contact follows it
    BookedTapped a time and the meeting was created.
    No replyThe deadline passed without a tap on any time.
    UnavailableNo free time to offer, the contact is outside the 24h window, the number is not the official one, or booking failed.

    How it works at run time

    1. The automation looks up the next free times and sends the message with one button per time.
    2. The contact taps a button. If the time is still free, the meeting is created and the contact follows Booked. Tapping the same button again does not create a second meeting.
    3. If the time was taken in the meantime, the automation sends a new offer with updated times — up to 2 new offers. After that, the contact follows Unavailable.
    4. Only the buttons of the latest offer book. Free text typed by the contact books nothing; the automation keeps waiting for a tap until the deadline.

    Limits and notes

    • Each button label shows the weekday and the time in the calendar's time zone.
    • The meeting is created with the owner defined by the calendar (or by the calendar's team).