Practice Onboarding
Setup — Takes about 10 minutes

Let's set up your AI receptionist

Fill out this form and we'll have Sarah answering your phones within 24 hours.

1
Practice
2
Hours
3
Contacts
4
Services
5
Sarah
Step 1 of 5
Practice information
Basic details about your dental practice.
Please enter your practice name
The number patients call — Sarah will answer this line
Please enter a phone number
Please select a timezone
Please enter your address
Step 2 of 5
Business hours
Toggle each day open or closed and set your hours. Sarah uses these to decide when to transfer live vs. take a message.
DayOpenHours
Step 3 of 5
Transfer & escalation contacts
Who should Sarah transfer calls to, and who should receive urgent alerts?
The number Sarah dials when transferring a call to your staff. Can be your main line or a direct extension.
Please enter a transfer number
Escalation contacts *
These people receive urgent email alerts when Sarah handles an emergency, complaint, or high-priority call.
Primary contact
Step 4 of 5
Services & insurance
Sarah references these when patients ask what you offer or whether you accept their insurance.
Step 5 of 5
Instructions for Sarah
Help Sarah sound like she's been with your practice for years. The more detail you give, the better she performs.
Sarah will use this exact greeting on every call.
Please provide a greeting
Sarah shares this when callers ask for directions or parking info.
Added to Sarah's knowledge base so she answers accurately.
Required
Required

You're all set!

We've received your practice information and will have Sarah configured and answering calls within 24 hours.

📞Next step: We'll call you to confirm your setup and run a test call together.

📧Confirmation: A summary has been sent to your email.

🔐Dashboard access: Your login credentials will arrive within 24 hours.

Progress saved automatically