Getting started

What to prepare

Setup happens in your dashboard, with nothing to install and no software to download. Have on hand the information the agent will need to know.

• •The list of your services, with the duration of each one.
• •The names of your practitioners and their discipline.
• •Your opening hours, day by day.
• •Your front desk number, for transfers.

The steps

You create your account, then a guided setup walks you through it screen by screen. You can test the agent at any time during setup: a test button lets you hear exactly what your patients will hear. The trial lasts 14 days.

If your clinic already has a website, you can import it: we pull out the useful information and propose it to you. Nothing is written until you have reviewed and accepted it. An out-of-date website would produce wrong answers that the agent would repeat on the phone — that is why human review is not optional.

The phone number

You get a new number, and you forward your current line to it. This is the simplest and most reversible path: you keep your number, and you turn the forwarding off whenever you want. We provide a local Canadian number where available — ask us about your area code.

Moving your existing number over to our service is possible, but it is a long operation and hard to undo. We would rather advise against it until you have lived with call forwarding for a few weeks.