Olive and Chloe are Choose Life Marketing products. They share one Olive & Chloe connection in CoolFocus.
Choose Life Marketing controls which product name and chatbot experience applies to your organization. CoolFocus provides the same scheduling connection for both names.
After setup, Choose Life Marketing can use the CoolFocus scheduling API to:
Find eligible centers.
Read active appointment types with Show on API enabled.
Read booking instructions and booking questions.
Check appointment availability.
Submit a booking with client/contact details and answers.
List, cancel, or reschedule appointments created with the same partner credential.
A chatbot conversation alone does not create an appointment. The partner must submit a valid booking.
A booking submitted through the API can optionally include the chatbot conversation that led to it. When it does, CoolFocus stores that conversation in the appointment's dedicated Chat Transcript field, visible (read-only) on the appointment's Details tab. The chat conversation is no longer appended to the appointment's Notes field, which contains only the client's date of birth for API bookings.
When a booking includes the chatbot conversation, that conversation shows on the resulting appointment as a read-only Booking Conversation instead of being mixed into the appointment Notes. See Appointments for details.
Decide which centers and appointment types Choose Life Marketing may schedule.
Turn on Show on API for only those appointment types.
Review public names, instructions, questions, schedules, lead time, closures, staffing, and capacity.
Obtain the Olive & Chloe credential through the approved secure process.
Ask Choose Life Marketing to complete its configuration.
Test availability, booking, rescheduling, and cancellation.
Confirm the resulting client and appointment in CoolFocus.
The Olive & Chloe connection is available in CoolFocus and has been exercised by some organizations. Final availability for your organization depends on Choose Life Marketing completing and confirming its implementation and rollout.
Contact Choose Life Marketing to confirm whether Olive or Chloe is enabled for your account. CoolFocus Support can verify your API visibility settings and whether the partner is reaching CoolFocus.
Do not treat an issued credential as proof that the partner-side launch is complete.
