Appointment Confirmation Sample Application Step-by-Step Setup Guide This guide walks you through setting up an automated appointment-confirmation system using Telzino and a Google Spreadsheet. Once it is set up, every time a row is added to the Google worksheet, Telzino automatically calls the customer to confirm their appointment. The outcome of each call — whether the customer confirmed, the recording, and a transcript — is written back into the spreadsheet. You only have to set this up once. It takes about 20 minutes, and you do not need any programming experience — you will be copying and pasting a file we provide, and filling in a few boxes. Before you start:  Have the accompanying script file, google_script_for_telzino_outbound_call_trigger.gs, saved somewhere you can open it (for example, your Downloads folder). You will need to copy a part of it in Part 2. The script file can be downloaded from this link

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What you will need

1.  A Google account (a free Gmail account works). You will create the spreadsheet inside this account. 2.  Your Telzino API credentials. You need three items from your Telzino account: an outbound calling agent setup with the desired call instructions, the Agent ID of the outbound agent, a Client ID, a Client Secret. These are found in your Telzino dashboard under the Account Settings menu. 3.  The script file (google_script_for_telzino_outbound_call_trigger.gs) that can be downloaded from this link. 4.  About 20 minutes of uninterrupted time.

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Part 1 · Create the spreadsheet

1.  Open a web browser and go to Google Docs → sheets.new. This creates a brand-new, empty Google Sheet. 2.  Click the words “Untitled spreadsheet” in the top-left corner and give it a name, for example “Booking Confirmations”. 3.  Leave this tab open. You will come back to it.

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Part 2 · Add the automation

1.  In your spreadsheet, click the Extensions menu at the top, then click Apps Script. A new tab opens — this is the editor where the automation lives. 2.  You will see a small amount of sample code. Click anywhere in that code, select everything (Ctrl+A on Windows, or Cmd+A on a Mac), and delete it so the page is empty. 3.  Open the provided file telzino_outbound_call_trigger.gs in a plain text editor (Notepad on Windows, or TextEdit on a Mac). Select everything and copy it. 4.  Click back into the empty Apps Script page and paste (Ctrl+V or Cmd+V). The full script should now fill the page. 5.  Click the Save icon (the floppy-disk symbol) near the top, or press Ctrl+S / Cmd+S. Important:  Copy the code from the plain .gs file — not from a Word document or email. Word can silently change straight quotes into “curly” quotes, which breaks the script.

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Part 3 · Create the columns

The script can build the spreadsheet layout for you, so the columns are always named correctly. 1.  At the top of the Apps Script editor there is a dropdown menu that lists function names (it may say setupSheet or another name). Click it and choose setupSheet. 2.  Click the Run button (the ▷ play icon) next to it. 3.  The first time you run anything, Google asks for permission. Click Review permissions, choose your Google account, click Advanced → Go to (your project), then Allow. This is normal and only happens once. 4.  Switch back to your spreadsheet tab. You should now see a tab named Bookings with 14 columns across the top.

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Part 4 · Enter your Telzino credentials

These are stored privately inside the script — never typed into the spreadsheet itself. 1.  In the Apps Script editor, click the gear icon (Project Settings) in the left-hand menu. 2.  Scroll down to the Script Properties section and click Add script property. 3.  Add each of the properties in the table below. Type the name exactly as shown (they are case-sensitive) in the left box, and the value in the right box. Click Add script property again for each new one. 4.  Click Save script properties. Note:  There is a fifth property, WEB_APP_URL, that you will add in the next part — it does not exist yet.

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Part 5 · Recording the call results

This step gives Telzino a private address to send call results back to, so your spreadsheet fills in automatically. 1.  In the Apps Script editor, click the blue Deploy button (top-right) → New deployment. 2.  Click the gear icon next to “Select type” and choose Web app. 3.  Under “Execute as” choose Me. Under “Who has access” choose Anyone. 4.  Click Deploy. If asked, approve the permissions again. 5.  You will see a Web app URL that ends in /exec. Click Copy. 6.  Go back to Project Settings → Script Properties and add one more property: Example: https://script.google.com/macros/s/AKfycb…/exec?secret=YOUR_SECRET_HERE Replace YOUR_SECRET_HERE with the exact same text you entered for CALLBACK_SECRET in Part 4. Then click Save script properties. **If you ever change the script later: ** the results connection only updates when you make a new deployment (Deploy → New deployment). Simply editing and saving is not enough for this one piece.

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Part 6 · Set your calling hours

By default, calls are only placed on weekdays between 9:00 AM and 8:00 PM Eastern time. A booking added outside those hours is held and called automatically when the window next opens. You can change these hours. 1.  In the Apps Script editor, look near the top of the script for the section labelled CALLING_WINDOW. 2.  Adjust these values as needed: TIMEZONE  — your local timezone, e.g. ‘America/New_York’ or ‘America/Chicago’. START and END  — the earliest and latest call times, in 24-hour format (hour 9 = 9 AM, hour 20 = 8 PM). ALLOWED_DAYS  — which days calls may go out. 1 = Monday through 7 = Sunday. [1,2,3,4,5] means weekdays only. 3.  Click Save when done. Keep your timezones matched:  Set the timezone in three places to the same zone — the CALLING_WINDOW above, the spreadsheet (File → Settings), and the Apps Script project (gear icon → Time zone). This keeps appointment dates and times accurate on the call.

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Part 7 · Turn it on

1.  In the function dropdown at the top of the editor, choose installTrigger.

2. Click Run. Approve permissions if asked.

3.  That is it — the automation is now live. From now on, any complete booking row will trigger a confirmation call automatically. Tip:  The only two functions you ever run by hand are setupSheet and installTrigger (plus createBookingForm in the next optional part). Everything else runs on its own. If you accidentally run a different one and see an error, just re-select the correct function and run again.

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Part 8 · Add a booking form (optional)

If you would like a simple web form that staff or customers can fill in — instead of typing directly into the spreadsheet — the script can create one for you. 1.  In the function dropdown, choose createBookingForm, then click Run. Approve the new permission request if asked. 2.  When it finishes, open View → Logs (or press Ctrl+Enter). You will see a share link and an edit link. 3.  Share the share link with anyone who should be able to submit bookings. Each submission automatically creates a row and places a confirmation call (or holds it for your calling hours). You can find the form again any time at forms.google.com, or in your Google Drive under the name “Telzino Booking Intake”. To see the links again, run showFormLinks. **Do not link the form to the spreadsheet manually. ** The script already connects them. If you add a response destination through the form’s own menu, you may get duplicate entries.

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Part 9 · Test it

1.  Go to the Bookings tab of your spreadsheet. 2.  In a new row, fill in a Booking ID (any text), a Customer Name, your own mobile number in the Phone Number column, and an Appointment Date and Appointment Time. 3.  Within a few seconds, the Call Status column should change. If you are inside your calling hours it will say queued and your phone should ring. If you are outside those hours it will say Waiting for Window. 4.  When the call ends, the Disposition, Notes, Recording URL, and Transcript columns fill in automatically.

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Understanding the Call Status column

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Troubleshooting