Service playbook
AI appointment setters.
Books and re-books directly into the calendar without a front-desk handoff or a phone-tag round. The setter pulls open slots from the calendar, confirms with the patient, and lands the appointment without staff jumping in.
Wired into the stack the business already pays for. Outcome-priced, not hours-priced.
What it does
Six capabilities, all wired into the tools you already pay for.
- 01
Recall-text re-booking: fires the six-month list and follows up automatically.
- 02
Slot-offer + reschedule windows: three open times, one reply.
- 03
Calendar conflict detection — never double-books a hygienist or tech.
- 04
Timezone-aware confirmations — sends at 9 a.m. local, not server local.
- 05
Two-way SMS / email reply — the lead answers a question, the setter adapts.
- 06
Warm-handoff transcript to staff at open — front desk reads the chat before the lead walks in.
How a lead moves through
A worked example, end to end.
Not a marketing description — the same flow we wire into the engagement, step by step.
- 01
Recall list fires
A six-month recall list exports from Practice Web on Sunday evening.
- 02
Three-slot offer
The setter texts each patient with three hygienist slots open this week.
- 03
Patient picks a slot
A patient replies "the second one"; the setter books Practice Web and sends confirmation.
- 04
Warm-handoff at open
At 9 a.m. the front desk sees the booked appointment with the full chat transcript attached.
Which verticals use this most
Where it earns its keep, today.
Each vertical links to a live case study when one exists, and to the vertical landing page that scopes the playbook.
Start the conversation
Tell us the one outcome you'd price this against.
We'll come back with a one-page quote — the outcome, the volume assumption, the wiring list, and the price. No deck, no discovery call tax before you've seen it.
Quote arrives within one business day.