Set up your front desk

About ten minutes. We read your website too, so skip anything it already says. You can change everything later.

1 You2 Shop3 Prices and windows4 Rules5 Phone and texting

You

Your name

Your cell (where leads get texted)

Your website

Plan

Starter $99
Calls, texts, chat, booking Growth $249
Adds lead platforms and follow-up Pro $449
Several crews, reports

Your shop

Business name

Trade

What you do (one per line)

Hours

After hours

Service area (one per line or commas)

Not served

City

Answer in Spanish too?

License numbers (optional)

Prices and arrival windows

The front desk only ever quotes what you list here. Everything else it says the tech confirms on site.

Published prices (one per line: what: amount (note))

Arrival windows you offer (one per line)

Questions customers ask, with your answer (one per line: Question? Answer)

Rules

Always hand these to a person (one per line)

Never do (one per line; the basics are already in)

What to tell a customer in an emergency, in your words

Anything else a new receptionist should know

First line of the website chat (optional)

Phone, texting, leads

Business number customers call

Which calls should the front desk take?

Carrier for that number

Backup number for urgent alerts (optional)If you do not acknowledge an urgent alert within 10 minutes, it goes here.

Texting registration. Carriers require every business that texts customers to be registered (it is called 10DLC). We file it for you with these details; it takes one to six weeks; until it clears, your front desk texts from our registered number with your business name on every message. Leave blank to add later from your portal.

Legal business name

EIN

Business type

Business street address

City

State and ZIP

Where your leads come from (check all)

Referrals and repeat

Google search and Business Profile

Google Local Services Ads

Angi

Thumbtack

Nextdoor or Facebook

Scheduling software

Google review link (optional)

Payment link for invoices (optional)

Building your front desk

Reading your website and drafting what it knows. This takes a minute or two.

Your portal and test line (keep this link, it is your login):

We also emailed it to you. On the portal you can chat with your front desk as a customer, read everything it knows, fix anything wrong, and add the chat to your website with one line. Your front desk number and the one-minute forwarding step arrive by text and email as soon as the number is ready. Texting from your own number starts when carriers approve the registration (one to six weeks); your desk texts from our registered number until then.

Open my portal