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Docs: legacy Book Appointments capability visibility (VS-1342)#669

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Docs: legacy Book Appointments capability visibility (VS-1342)#669
haleyserrano wants to merge 1 commit into
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JIRA

VS-1342: Hide old Book appointments capability for new users in Business App (Done)
Part of VS-1211: Deprecate "Book appointments" capability

Classification

Feature behavior change / UI change — capability card visibility rules for the AI Chat and AI Voice Receptionists.

Repo targeted

Business App only. This ticket is scoped explicitly to the Business App end-user experience (capability cards under AI → AI Workforce). No Partner Center changes are included — see "Assumptions & limitations" below.

Summary of documentation updates

Existing docs described the legacy Book Appointments capability as the default/only booking capability. Per VS-1342 (and the related, already-Done VS-1338), that's no longer accurate:

  • New users (no prior usage) never see the legacy card — they only see Book Multi-Service Appointment.
  • Chat Receptionist legacy users are migrated to Book Multi-Service Appointment; the legacy card is hidden for them.
  • Voice Receptionist legacy users (prior usage of the old capability) still see the legacy card, now with an Upgrade available badge, until they migrate.

Updated three existing articles — no new pages created:

File Change
docusaurus/docs/business-app/ai/ai-workforce/ai-chat-receptionist/index.mdx Renamed the capability bullet from Book Appointments to Book Multi-Service Appointment (the capability new/current users actually see), linked to the full setup guide
docusaurus/docs/business-app/ai/ai-workforce/ai-voice-receptionist.md Renamed the Book appointments with your calendar section to Book Multi-Service Appointment; added a note that accounts with prior usage of the old capability will see it with an Upgrade available badge; updated the matching FAQ answer
docusaurus/docs/business-app/crm/My meetings/groups-and-service-menus.md Added a note under the AI Voice Receptionist setup steps (mirroring the existing Chat note) explaining the legacy card + Upgrade available badge for Voice accounts with prior usage

Whether existing docs were updated or new docs created

Existing docs updated only. A new page wasn't warranted — the capability-visibility behavior is a detail of existing Chat/Voice Receptionist setup articles, not a distinct feature or workflow.

Placement reasoning

Kept the change embedded in the same capability sections that already described the old "Book Appointments" behavior, matching the existing pattern in groups-and-service-menus.md (which already had a "may show two capabilities" note for Chat — Voice was missing the equivalent).

Acceptance criteria coverage

  • Legacy card fully hidden for new users → capability bullets/sections now describe Book Multi-Service Appointment as the default capability, not the legacy one
  • Legacy card hidden for Chat Receptionist users (auto-migrated) → Chat capability bullet no longer presents the legacy capability as an option
  • Legacy card remains visible for Voice Receptionist legacy users with the Upgrade available badge → new note added to both the Voice Receptionist guide and the multi-service setup guide

Figma / images

None provided or used — updates were based on the JIRA description and the parent epic (VS-1211), which specify the visibility rules, badge name, and info-icon copy.

Skills used

pre-push-validation (frontmatter, callout pairing, and internal link checks confirmed clean on all three modified files)

Assumptions & limitations

  • No GitHub PR was linked to VS-1342 in JIRA (only a Confluence release-plan link), and the ticket assignee/reporter has no discoverable GitHub account, so no code-author reviewer could be auto-assigned.
  • VS-1343 ("Auto-migrate old Book appointments capability... for Chat receptionist users") is still in Code Review / Testing, not Done — so the existing Chat note about manually switching from Book Appointments was left as-is rather than being rewritten to assume auto-migration is fully live.
  • The "Partner users" segmentation note on VS-1342 was described in the ticket as existing/confirmed behavior (not a new change), so it wasn't reflected in Business App end-user docs.

@ahnikakuse @haleyserrano @maryam6samadi


Generated by Claude Code

…ts visibility (VS-1342)

The legacy Book Appointments capability card is now hidden for new users
and auto-migrated Chat Receptionist users; it remains visible only for
Voice Receptionist accounts with prior usage, shown with an Upgrade
available badge. Updates the Chat and Voice Receptionist capability
descriptions to lead with Book Multi-Service Appointment and adds a
matching upgrade note to the Voice setup guide.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RJ11JUi3dtRc6HHHEMnXdJ
@haleyserrano
haleyserrano marked this pull request as ready for review July 21, 2026 19:09
Comment on lines +228 to +229
- **Book Multi-Service Appointment**
Connect a Service Menu to let the AI help customers schedule one or more services in a single conversation. It offers available time slots, collects all necessary booking details automatically, and confirms the full session with a single message. See [Book Multi-Service Appointments with AI](../../../crm/My meetings/groups-and-service-menus.md#book-multi-service-appointments-with-ai) for setup steps.

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The legacy capability has been replaced with two separate capabilities:

"Book Multi-Service Appointment (Chat)" for the Chat Receptionist
"Book Multi-Service Appointment (Voice)" for the Voice Receptionist

This documentation uses the unsuffixed name "Book Multi-Service Appointment".

@dpahuja-code, could you please confirm whether the description is correct?

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The name of the capabilities are this what isac has mentioned:

"Book Multi-Service Appointment (Chat)" for the Chat Receptionist
"Book Multi-Service Appointment (Voice)" for the Voice Receptionist

@isac-vendasta can you please make changes in this PR and than merge it, it would be a help.

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4 participants