AI receptionist booking test plan
Prove that booking behavior matches the business's actual calendar rules.
Done when: Correct, unavailable, changed and duplicate booking cases have expected and observed results.
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Appointment rules
Record allowed meeting types, minimum duration, timezone, buffers and location choices from the approved calendar.
Available-slot case
Define one fabricated caller request and the exact calendar confirmation that must exist before saying booked.
Unavailable and outside-hours cases
Test fully booked, closed-day, wrong-timezone and insufficient-buffer requests. Define a truthful alternative.
Change and cancellation cases
Specify how the correct existing appointment is identified and what confirms a successful change or cancellation.
Duplicate and failed-save cases
Test repeated requests, lost responses and calendar outages. An ambiguous save must not trigger blind duplicate booking.
Evidence and release decision
Record synthetic case, expected result, observed result, defect owner and retest. Do not create real appointments merely to fill this worksheet.
Reference links and review boundary
Use the current issuer, payer, regulator, platform or qualified professional for your exact activity and location. These links informed the planning questions; they do not make this an official form, full compliance review or permission to operate.
Healthcare businesses are welcome for business education. PublicProof does not receive, store or process patient information. A completed worksheet does not establish HIPAA compliance, transport qualification, professional authority, account approval, a credential, reimbursement or revenue.
Worksheet updated October 20, 2026. Verify changing requirements before relying on them.