Within the settings we have for the DM setters, we developed a post-booking intelligence that enables Charlie to manage lead’s interactions after booking. Whether they need to reschedule, cancel, or have questions; Charlie maintains full context and handles it to keep them engaged. In this guide, we show you where to find it, specifications, and Key insights.

Where to find it?

1. Go to the "Ai Setter" option in the left side menu

2. Select the DM setter you are going to include this function

3. In the "Settings" menu at the right side, look for the "Booking" section

4. Click on it to expand, and scroll to the bottom

5. At the end, loof for the "Continue conversation" toggle, this will enable post booking.

Visual guidance

Specifications

• Require active calendar integration to function. Without it, Charlie cannot access booking details needed to handle reschedules or cancellations intelligently

• This feature is just supported for OnceHub, GHL Calendar, and Calendly.

• If the toggle is off (By default), the DM setter won't reply to any lead after they met CTA

• It's reply will be guided by the 📄 Custom Persona or 📄 Training Data

• The leads that are rescheduled or canceled will have a label included in the lead's conversation card that shows their status: RS for Reschedule and BC for booking canceled.

Key insights

The booking isn't the end of the relationship—it's a critical transition point. Post-booking intelligence ensures leads remain engaged and supported from booking through appointment completion.

Automating common post-booking scenarios (rescheduling, cancellation, basic questions) frees your team from repetitive admin tasks, allowing focus on high-value activities.

As you encounter various post-booking scenarios, training data helps Charlie learn optimal responses for reschedule requests, cancellation handling, and FAQ management.