The Process

From Setup to Revenue in 48 Hours

No coding. No complicated integrations. No disruption to your existing workflow. A dedicated AI team member, trained on your specific treatments, brand voice, and booking flow, deployed in two business days.

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01

Discovery Call (30 Minutes)

A short conversation to understand the practice: services offered, current phone system, booking software, team structure, and brand voice. This isn't a sales pitch. It's an onboarding interview for the new hire.

02

Custom Build (24–48 Hours)

The AI receptionist is configured with everything your practice needs:

  • Treatment knowledge: Botox, dermal fillers, HydraFacial, CoolSculpting, microneedling, laser hair removal, PRP, and more
  • Pre-treatment prep instructions: blood thinner warnings, skincare protocols, hydration reminders
  • Brand voice matching: luxury, clinical, friendly-casual, or your exact tone
  • Booking logic: provider availability, treatment duration, package scheduling with proper spacing
  • Membership & package handling: tier explanations, remaining treatment tracking, discount application
03

Integration & Testing

The AI connects to your existing phone system via simple call forwarding. No hardware changes, no provider switches. Appointments sync directly to your practice calendar. A test period ensures accuracy before going fully live.

04

Go Live & Optimize

The AI receptionist goes live. A real-time analytics dashboard tracks every call, booking, and captured lead from day one. Monthly optimization reviews fine-tune responses based on actual call patterns and client feedback.

Division of Labor

What the AI Handles vs. Your Team

The AI handles volume. Your team handles value. Together, they create a front office that never drops a lead and never burns out a receptionist.

Capability
AI Receptionist
Your Team
After-hours calls (60%+ of inquiries)
Handled 24/7
Goes home at 5 PM
Simultaneous incoming calls
Unlimited
One at a time
Routine FAQs: pricing, hours, location
Instant response
Interrupts in-person clients
Appointment booking & confirmations
24/7
During business hours
Pre-treatment instruction delivery
Automated
Manual / time-consuming
Lead capture & qualification
Always on
Limited bandwidth
Complex medical consultations
Escalates to team
Provider-level judgment
VIP client relationship management
Not suited for
Human touch required
In-office upselling & cross-selling
Not applicable
High-value interaction

Integrations

Plugs Into Your Existing Stack

No ripping out your current systems. The AI works with what you already have.

All Major Calendars

Google, Outlook, Apple & more — books into what you already use

Your Existing Phone System

Simple call forwarding. No hardware changes.

SMS / Text

Two-way client messaging

Zapier

Connect to 6,000+ apps and custom workflows

Email & Call Summaries

Every call logged and summarized to your inbox

Any Website

Works alongside your existing web presence

Secure Data Handling
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