Before You Turn It On
- Confirm the correct HighLevel agency and client location.
- Connect the calendar or booking system that owns the appointment.
- Choose the waitlist, member group, or opted-in customers SoonSlot may contact.
- Set consent, do-not-disturb, quiet-hour, AI notice, and call-recording rules.
- Choose the approved services, staff, appointment length, and booking rules.
- Set the staff handoff for questions, booking errors, and stop requests.
Run These Tests First
- 1 person says yes.
- 2 people say yes at the same time.
- The appointment gets booked before outreach ends.
- The booking fails after someone accepts.
- Someone asks to stop calls or texts.
- Someone asks for a staff member.
Do not start live outreach until every test has the expected result and only 1 person can receive the appointment.
If the Wrong People Receive an Offer
Pause the workflow. Check the source group, service match, date and time rules, consent fields, and do-not-disturb settings before trying again.
If 2 People Appear to Win
Pause the workflow and contact support. Include the client location, canceled time, affected contact record IDs, and the time of each acceptance. Do not send message text, patient details, passwords, API keys, or payment data by email.
If Booking Fails
Confirm the time is still open, the calendar connection is active, the service and staff member still match, and HighLevel permits the booking. Use the staff handoff before making another offer.
Calls, Texts, and AI Charges
SoonSlot does not include HighLevel, phone numbers, call minutes, SMS, AI, payment, or other third-party use. Check those providers when a call or text fails because of balance, account, rate, or service limits.
Email Support
Email hello@mooshworks.com with the subject “SoonSlot Support.”
Include the agency name, client location, SoonSlot plan, affected calendar, what you expected, what happened, and the time of the event. Do not email customer message content or sensitive health information.
Policies
Read the SoonSlot Terms and Moosh Works Privacy Policy.