> For the complete documentation index, see [llms.txt](https://help.calshare.net/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.calshare.net/features.md).

# Features

Detailed workflows for managing calendars, bookings, and public pages.

## 3.1. General Dashboard

Your primary administration screen. It shows metrics, copyable links, and connection states.

| Element / Button                    | Purpose                                                  | Action Performed When Clicked / Filled                                          |
| ----------------------------------- | -------------------------------------------------------- | ------------------------------------------------------------------------------- |
| **Create New Calendar** (Button)    | Initiates the configuration flow for a new booking page. | Opens the calendar creation modal/form screen.                                  |
| **Quick Calendar Link** (Copy Icon) | Copies the public booking URL to the clipboard.          | Saves the address `https://calshare.net/c/[slug]` to the clipboard.             |
| **WhatsApp Status Card** (Panel)    | Indicates if the AI assistant is active and connected.   | Displays connection state ("Connected", "Disconnected", or "Awaiting QR Code"). |

## 3.2. Creating and Configuring a Calendar

Configure availability rules and session parameters.

{% stepper %}
{% step %}

## Open the Calendar Creation Flow

On the sidebar, click **Calendars** and then click the **+ New Calendar** button.
{% endstep %}

{% step %}

## Fill in the Form Fields

Use the guide below:

| Form Field                  | Input Type          | Description / Filling Rule                                                                           | Validation                                                    |
| --------------------------- | ------------------- | ---------------------------------------------------------------------------------------------------- | ------------------------------------------------------------- |
| **Calendar Name**           | Free text           | The title displayed at the top of your public booking page. E.g., *Dr. John - Medical Consultation*. | Required. Minimum 3 characters.                               |
| **Custom Link (Slug)**      | Text without spaces | The URL suffix. E.g., if you type `drjohn`, your link will be `calshare.net/c/drjohn`.               | Required. Only letters, numbers, and hyphens. Must be unique. |
| **Description**             | Long text           | Welcome message displayed on the booking page or specific location instructions.                     | Optional. Maximum 500 characters.                             |
| **Slot Duration (minutes)** | Numeric dropdown    | The duration of each service session (E.g., 15, 30, 45, 60, 90 minutes).                             | Required.                                                     |
| **Timezone**                | Dropdown list       | The timezone in which the services occur (E.g., *America/New\_York*).                                | Required. Ensures slots align with the server clock.          |
| {% endstep %}               |                     |                                                                                                      |                                                               |

{% step %}

## Configure Work Hours

Select the days of the week you are available for bookings (Monday to Sunday). For each selected day, enter the **Start Time** and **End Time** (E.g., *08:00 AM* to *12:00 PM* and *01:30 PM* to *06:00 PM*).
{% endstep %}

{% step %}

## Save the Calendar

Click the **Save Calendar** button to record your settings.
{% endstep %}
{% endstepper %}

## 3.3. Public Booking Flow (Client Interface)

What your clients see when they access your page:

{% stepper %}
{% step %}

## Visit the Page

The client accesses `https://calshare.net/c/[slug]`.
{% endstep %}

{% step %}

## Select a Date and Time

The client clicks on a preferred date, selects a time slot from the list of available slots, and clicks it.
{% endstep %}

{% step %}

## Fill Out the Form

The client enters their Name, Email, WhatsApp / Phone Number, and notes (optional), then clicks **Confirm Booking**.
{% endstep %}
{% endstepper %}

## 3.4. Appointment Management

Manage booked consultations in the **Bookings** tab.

| Column              | Description                                                            |
| ------------------- | ---------------------------------------------------------------------- |
| **Client**          | Name and phone number provided by the client.                          |
| **Date & Time**     | The exact date and start time of the appointment.                      |
| **Origin Calendar** | Which of your calendars received the booking.                          |
| **Channel**         | Shows whether it was booked via the public website or the WhatsApp AI. |
| **Actions**         | Quick action buttons to manage the booking (e.g., Cancel booking).     |

#### How to Cancel an Appointment:

{% stepper %}
{% step %}

## Locate the Appointment

Locate the specific appointment in the table and click the red **Cancel Booking** button.
{% endstep %}

{% step %}

## Review the Confirmation Dialog

A confirmation dialog will appear: *"Are you sure you want to cancel this booking? This action will notify the client."*
{% endstep %}

{% step %}

## Confirm the Cancellation

Click **Yes, Confirm**. The slot will instantly become available again.
{% endstep %}
{% endstepper %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.calshare.net/features.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.