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• What is FrontDesk?FrontDesk is an AI receptionist for healthcare and service practices. It answers your phone around the clock in a natural voice, books, moves and cancels appointments on your calendar within your hours and rules, texts a confirmation, takes messages and hands callers to your team when they ask for a person. Every call is logged in Call Logs with a summary and transcript (and a recording if recording is on). Around the receptionist sit the tools a practice runs on: the calendar, confirmations and reminders by text, a two-way text inbox, online booking and web chat, outbound calling campaigns, patient records, payments, a client portal, and on Pro and above telehealth and AI progress notes. Every account agrees to the Business Associate Agreement when it signs up.
  2 min
• HIPAA & FrontDesk: overviewFrontDesk is built for healthcare practices that handle protected health information. Your organization accepts FrontDesk's Business Associate Agreement when it creates its account, on every plan, and Settings → Account → Organization shows the record. Data is stored in the United States on HIPAA-eligible Amazon Web Services infrastructure and encrypted at rest and in transit. Every access to patient information is logged in Settings → Account Activity → HIPAA Audit Log and kept 7 years, along with every team sign-in. Team members get their own logins with roles and client care permissions (Settings → Team). You still own the practice side: separate logins, recording consent where state law needs it, and answering patients' requests.
  2 min
• QuickstartSigning up opens a six-step onboarding wizard: Business Information, Business Hours, Appointment Types (prefilled for your business type), Voice Setup (six voices), Test the System (Call Me Now rings your phone) and A Few Quick Questions. Finishing it hands over to the Getting Started checklist on Home: Connect phone number (a new number by area code, or port yours), Configure AI voice settings (greeting, name, tone and knowledge under Receptionist → AI Voice), Make a test call, and Invite your team. Texting is separate: on a paid plan open Settings → Phone & SMS, Texting tab, and click Set up texting; approval takes three to seven business days. The Setup Assistant, the floating orb at the bottom right, can do most of these steps with you from a chat.
  2 min
• Complete onboardingSigning up creates your account, its first location and a 14-day trial of Pro features, then opens a six-step wizard (Step n of 6 at the top): Business Information (business name, type, phone, optional website), Business Hours, Appointment Types (at least one service from a list prefilled for your type), Voice Setup (one of six voices, plus an optional receptionist name), Test the System (pick a scenario, enter your number, click Call Me Now and the AI rings you) and A Few Quick Questions (timeline, goal, call volume). Steps two to five have Skip for now (Set this up later on the voice step). Each step is saved, and the wizard reopens at sign-in until finished. Then the Home screen's Getting Started checklist takes over: Connect phone number, Configure AI Calling and Invite your team.
  2 min
• Error messages explainedWhen FrontDesk blocks something, it says why in a sentence you can search for here. Most messages fall into a few groups. Plan limits ("Your Pro plan includes 1 phone number") are lifted by upgrading under Settings → Billing. Billing problems ("Add a payment method in Settings → Billing", "Your card was declined") are fixed by updating the card. "Please verify your email address to use this feature" clears once you click the link in the verification email. Texting messages ("not yet registered for texting (A2P 10DLC)", "Texting is off") clear when your texting registration is approved. Client payment and invoice guards ("Use Refund and waive", "This invoice was voided, so it can't be paid") stop money being taken or kept twice. Each table lists the message, where it appears, what it means, and what to do.
  25 min
• Your first test call: what to expectThere are two ways to test. Have the AI call you: open Receptionist → AI Voice → Call scripts, click Test next to a script, enter your number (or Use My Phone) and click Start Test Call; a live transcript shows while you talk, and it does not use AI minutes. Or call your FrontDesk number from your cell once it shows Answering calls under Settings → Phone & SMS; that is a real call, so it uses AI minutes, and you can watch it live and read the summary and transcript in Call Logs. Try booking, rescheduling, a question and asking for a person. Fix the greeting, voice and knowledge on the AI Voice tabs, services under Services and hours under Settings → Locations, then test again.
  3 min