Here is what happens from the moment you decide to start, and what to do at each step. Most of the work is ours.
- Start free (about five minutes). Send your details: business name and trade, hours, the services you book and how long each takes, the questions customers ask most with your answers, and the cell number urgent callers should ring. Free is 25 real calls a month, no card.
- We review it by hand. We build your receptionist from your answers and place practice calls against it. Our target is something you can test about a day after you send your details. It is a target, not a promise, and depends on how quickly you answer us.
- You hear it before customers do. You call your private test line, change anything you like and approve it. Nothing handles a customer call before you approve it.
- Your sign-in details arrive. We send you the way to sign in, and a temporary password separately. You choose your own password the first time you sign in.
- Sign in at Owner sign in. The Home page has a Finish setup card that ticks each step as you finish it.
- Check your hours, services and alert emails in Setup. This guide shows each one.
- Forward your calls with us on the phone. Start at the call forwarding guides, then run the three test calls.
- Learn your dashboard. Reading your dashboard takes two minutes.
Done-for-you setup with a pre-launch test run is on Starter and up. On Free you fill in a guided setup form and we review it before anything goes live.
Want it all on one sheet to print? See the day-one checklist.
More: all setup guides · contact support.