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The Guide

Amy, your receptionist.

AmyPractice owners

Amy answers your phone, books, moves and cancels appointments, and tells you what each call did. Her page shows every call, what she knows about your clinic and how she answers.

Steps

  1. Open Amy from the rail: until she is live, the band shows what is left to set up, with a button to where each one is done.
  2. On Calls, press any call to see what she did, play the recording and read the conversation, and filter with All, Booked, For you or Rang off.
  3. Under Needs you, press Call back to ring the caller, then Done once it is dealt with.
  4. On What she knows, check the facts she quotes from your clinic, write in your own words under Answers to common questions, Booking rules, What she should not answer and Anything else, and press Add an answer beside any question she could not answer.
  5. On How she answers, choose her voice, name and greeting, the number to put a call through to, whether she texts the booking link after a missed call, and whether she moves and cancels bookings herself.
  6. Press Ring her to test her from your browser, and test calls are marked Test, nothing changed.

Questions

When does a change I make reach her?Straight away. Once it saves, the page says Saved. Her next call uses it.
Can she put a caller through to me?Yes. Add your number under Putting a call through, then choose When they ask for you or Only if urgent.
Where do I change her prices, hours or address?Each fact on What she knows has a link to where it is edited, such as Treatments or Availability. She reads them from there, so you change them once.

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