Book TidyCal Calls and Sessions from WhatsApp
Yes. AeroChat books directly into TidyCal. It checks the free times on the TidyCal booking type the client needs and writes the booking into TidyCal while the client is still in the chat.
This recipe turns “can we talk this week?” messages into confirmed TidyCal bookings, without sending a link and hoping the client comes back to use it. Part of connecting TidyCal to WhatsApp and AI chat.
What happens today
A prospect messages on WhatsApp or Instagram asking for a call. You reply with your TidyCal link when you next check your phone. Some click it and book. Many do not: they wanted to agree a time in the chat, not open another page, and the conversation goes quiet. Messages that arrive while you are on other calls wait hours for a reply.
The flow that works
- AeroChat asks what the client needs and which day and time suit them.
- It matches them to the right booking type in TidyCal.
- It checks TidyCal for free times on that booking type and offers up to three, in the client’s time zone.
- It asks your booking questions in the chat, then takes their name and email.
- It books the call in TidyCal and confirms the details. TidyCal sends its usual confirmation email with the meeting link.
What it looks like on WhatsApp
Client: Hi, saw your post on Instagram. Can we have a quick chat about a website for my bakery? (example)
AeroChat: Happy to set that up. The 15-minute intro call fits a first chat. Tomorrow has 11:00am or 4:30pm (Singapore time). Which works for you?
Client: 4:30.
AeroChat: Great. What’s your name and email, and your bakery’s name?
Client: Aisha Rahman, aisha@example.com, Crumb & Co
AeroChat: Done, Aisha. Your intro call is tomorrow at 4:30pm. The meeting link is in your confirmation email.
In TidyCal: a new booking appears on the intro call booking type for tomorrow 4:30pm, with Aisha as the contact and “Crumb & Co” saved as the answer to the company question.
The recipe
Copy this into AeroChat
When someone asks to book a call or session, follow these steps.
- Ask what they need help with and which days and times suit them. Ask which time zone they are in if it is not clear.
- Read our booking types in TidyCal and pick the one that fits. If two could fit, ask one question to decide.
- Check TidyCal for free times on that booking type over the next 7 days (example) and offer up to three closest to what they asked for, in their time zone.
- When they choose, read the questions set on that booking type and ask them one at a time. Then ask for their name and email.
- Book it in TidyCal with their name, email, time zone and answers.
- Confirm the booking type, date and time, and tell them the meeting link is in their confirmation email.
Only book free booking types. If they want a paid session, send our TidyCal booking page for that session instead. If they ask about prices or anything you cannot answer from our knowledge base, tell them I will reply and hand over. Reply in the client’s language.
Change the booking window and the booking types AeroChat can offer before you paste it.
What to connect
- TidyCal. Go to Integrations, then Advanced, then Manage API keys, open the Personal tokens tab and create a token for AeroChat. Paste it in when AeroChat asks.
- Your knowledge base. Upload what you offer, who each call is for and your paid session links, so AeroChat can answer questions before it books.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect TidyCal, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from TidyCal’s public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- Which booking types can be booked in chat.
- How far ahead clients can book, and how many times AeroChat offers.
- Which questions you want answered before a call.
- When a conversation should come to you instead of being booked.
The result to expect
People who message you get a real time from your TidyCal calendar in the same conversation, at any hour, and the call is booked before you see the message. Fewer conversations stall at “here’s my link”.
Measure it with your own numbers: calls booked from chat, and the time from first message to booked call, for a month before and after.
Next: move or cancel TidyCal bookings in chat.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same TidyCal connection behind it. See what each channel does on the TidyCal integration page.
Take your first TidyCal booking from chat
Paste the recipe, add your TidyCal token, and message your own number asking for a call next week.
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