FrontDeskOS - Onboarding

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Business Information

Tell us about your business so we can personalize your experience

Business Name *

This is how the AI will greet callers

Business Type / Industry *

Primary Location *

Business Hours

Weekday Hours

to

Weekend Hours

to

Enable custom holiday hours

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Phone & Call Handling

Configure how calls are routed and handled

Primary Phone Number *

Secondary Phone Number

Call Forwarding Number

After-Hours Handling

What should happen to after-hours calls?

📩 Send to voicemail 📞 Schedule callback 💬 Capture message

Escalation Rules

When should calls route to a human?

Angry caller Complex question Billing issues Caller requests human

Emergency Keywords

Calls containing these words will be immediately escalated

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Appointment & Scheduling

Set up your services and booking preferences

Services Offered

Availability Rules

Available Days

Buffer Time Between Appointments

Booking Limits

Allow same-day bookings

Max Bookings Per Day

Calendar Integration

Connect Your Calendar

📆 Google Calendar 📅 Outlook 🗓️ Use FrontDeskOS Calendar

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Customer Data Collection

Define what information to collect from callers

Required Fields

These fields will always be collected from callers

👤 Full Name 📱 Phone Number

Optional Fields

Select additional information you'd like to collect

📧 Email Address ❓ Reason for Call ⭐ Preferred Service 👨‍⚕️ Preferred Provider 🏥 Insurance Info 🔗 Referral Source

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Voice & Tone Preferences

Customize how your AI assistant sounds and speaks

Voice Preference

👩 Female 👨 Male 🎭 Neutral

Tone

💼 Professional 😊 Friendly ⚖️ Neutral

Greeting Script

Custom Greeting

Leave empty to use our smart default greeting

Brand Customization

Brand Name Pronunciation

Accent Preference

Enable multilingual support (Spanish, French)

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FAQs & Knowledge Base

Help your AI answer common questions accurately

Common Questions

Add your top 5-10 frequently asked questions and approved answers

Question Approved Answer

Call Intent Categories

Select which call types you typically receive

📅 New appointment 🔄 Change appointment ❓ General inquiry 💳 Billing question 🚨 Emergency

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Advanced Settings

Configure notifications, integrations, and lead qualification

Lead Qualification

What makes a lead "qualified"?

Staff Notification Method

📧 Email 📱 SMS 💬 Slack

Notifications & Alerts

Notify me when:

📅 New appointment booked 📵 Missed call 🔥 Hot lead identified 🌙 After-hours message

Integrations

CRM Platform

Booking Software

SMS Tool

Payment Platform

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You're All Set!

Your FrontDeskOS is being configured. We'll have your AI phone system ready within 24 hours.