Agentic booking

    Last updated 2026-06-24

    With the AI Concierge on, the widget doesn't just answer questions — it can move a renter all the way to a booking. It checks live availability for real dates, quotes the exact price, and hands back a booking link with the renter's details already filled in.

    What the assistant can do

    • Check availability. When a renter names a unit and dates, the assistant checks your live calendar and tells them whether it's open.
    • Give an exact quote. On any paid plan, it returns the exact rental subtotal and the security deposit for those dates, based on your rates.
    • Hand back a ready-to-book link. Once a unit and dates check out, it gives the renter a link straight to checkout for that unit and date range — pickup and return times included when provided.

    Good to know: Quotes are an estimate from your rates. The authoritative total — including any taxes and fees — is always shown at checkout. Deposits, holds, and payment run through your connected Stripe account as with any booking.

    The prefilled booking link

    The booking link the assistant shares is a deep link into checkout for the specific unit and dates. If the renter shared their name, email, or phone in the chat, those details are prefilled at checkout and registration — so an eager renter never has to re-type what they already told the assistant. It's the fastest possible path from "do you have this?" to a paid booking.

    Plans and behavior

    • Operator and higher plans with Square billing activated unlock the booking agent: live availability, exact quotes, lead capture, and proactive closing.
    • Free/Recruit and no-card trials do not expose the widget or accept renter leads through Patriot Hauls.

    Set the assistant's sales approach with AI Goals & Instructions in the widget settings — for example, telling it to always push for the booking or to recommend a specific unit.

    Related

    Still need help? Tap the Support button inside your dashboard.

    Still need help?

    Open the Support button inside your dashboard and our team will jump in.

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