Metaviz AI
AI Automation SaaS

Bookings by phone, straight into Square

Pet Care Appointment Booking Agent

A voice agent for grooming, vet and boarding appointments that books by phone, picks the right staff member and slot, and creates the customer in Square CRM without anyone re-typing it.

Overview

A pet care business takes most of its bookings over the phone, and each one is entered twice. Once on the call, once again into the CRM later. We built an agent that does both at the time of the call.

The agent asks which service is wanted, grooming, a vet visit or boarding, which staff member the customer prefers, and when. It checks that the slot is free before agreeing to it. New customers are asked for a name, an email and a phone number.

Once the appointment is confirmed, n8n creates the contact in Square CRM and stores the booking metadata in Supabase, so the CRM is up to date before anyone has hung up.

Pet Care Appointment Booking Agent - project overview
- Relevant keywords -
  • Voice AI Agent
  • Appointment Booking
  • Retell AI
  • Square CRM
  • n8n Automation
  • Supabase
  • Pet Care
  • Staff Scheduling
Challenge & Solution

Solving real problems with smart engineering

Scheduling done by hand, one call at a time

Problem

Every appointment took a staff member off the floor for the length of the call.

Solution

The agent takes the call and books the appointment itself, including the choice of service and staff member.

Square CRM filled in after the fact

Problem

Customer details were typed into the CRM later, which is where a fifth to a third of admin time went.

Solution

n8n creates the Square contact as part of the booking, so there is nothing left to enter afterwards.

The same customer in several systems

Problem

A customer could exist in the calendar, in Square, and in a notebook, with a different phone number in each.

Solution

The agent recognises returning customers and keeps one record per person across Square and Supabase.

Staff availability checked by memory

Problem

Whoever answered had to know who was working and what was already booked.

Solution

Availability is checked before the slot is offered, so the agent never promises a time that is taken.

How it works

What happens during a call

The order is fixed, which is what keeps Square and the database agreeing with each other.

Step 1

The call comes in

The agent answers and greets the customer by name where it knows them.

Step 2

Service

Grooming, a vet visit or boarding.

Step 3

Staff and time

The customer picks who they want and when.

Step 4

Availability check

The slot is checked before it is offered.

Step 5

Customer details

A new customer is asked for name, email and phone.

Step 6

Create the customer

An n8n webhook creates the record in Square CRM and Supabase.

Step 7

Booking

The appointment is booked against the exact timestamp.

Step 8

Square sync

n8n creates the contact in Square CRM.

Step 9

Database

n8n stores the booking metadata in Supabase.

Features

What it does

On the call

  • Greets returning customers by name
  • Takes the service: grooming, vet or boarding
  • Takes the preferred staff member and time slot
  • Checks availability before confirming
  • Books and reschedules appointments
  • Collects details from first-time customers

After the call

  • Creates the contact in Square CRM through n8n
  • Stores booking metadata in Supabase
  • Sends a confirmation message to the customer
  • Runs a post-call analysis pass over the transcript
Gallery

Inside Pet Care Appointment Booking Agent

Tech Stack

Built with

Voice

  • Retell AI
  • 11Labs (Cimo voice)

Conversation

  • GPT-5 for dialogue logic
  • GPT-4o-mini for post-call analysis

Automation

  • n8n webhooks

CRM

  • Square CRM

Data

  • Supabase

Availability

  • Google Calendar API
Results & Value

What actually changed

Appointments are booked and recorded in the same minute they are agreed, and the CRM stops being a job for the end of the day.

  • Service, staff member and time taken in one conversation
  • Square CRM updated as part of the booking rather than afterwards
  • One customer record across Square and Supabase
  • Returning customers recognised and greeted by name
01Headline outcome
100%Calls handledEvery inbound booking call is taken by the agent.
02
99.2%
Complete customer recordsName, email, phone and service captured during the call.
03
100%
Synced to SquareEach booking creates its contact in Square CRM through n8n.
04
90%
Less admin timeNo separate round of CRM data entry after the calls.

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