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
Calendar
6
Sarah
Step 1 of 6
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 valid 10-digit phone number
Please select a timezone
Please enter your street address
Please enter your city
Please select your state
Please enter your ZIP code
Step 2 of 6
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 6
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.
Please enter a valid 10-digit phone number
Escalation contacts *
These people receive urgent email alerts when Sarah handles an emergency, complaint, or high-priority call.
Primary contact
Step 4 of 6
Services & insurance
Sarah references these when patients ask what you offer or whether you accept their insurance.
Step 5 of 6
Calendar & scheduling
Sarah books appointments directly into your calendar in real time. We need access to your scheduling calendar.
Please select your calendar system
Step 6 of 6
Instructions for Sarah
Help Sarah sound like she's been with your practice for years.
Sarah will use this exact greeting on every call.
Please provide a greeting
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.

📅Calendar setup: Instructions to share your calendar will arrive shortly.

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

Progress saved automatically