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Help Center

How can we help?

Search hundreds of guides on phone setup, AI voice, appointment booking, billing, and more.

Browse by topic

Pick a category to see step-by-step articles.

Getting Started

Set up your FrontDesk AI receptionist from scratch — the first 30 minutes.

10 articles

Phone Numbers & Calling

Buy a number, port an existing one, register for A2P, and route calls the way you want.

8 articles

AI Voice & Greetings

Choose your AI's voice, write its greeting, set its personality, and control what it says.

13 articles

Appointments & Scheduling

Configure appointment types, business hours, calendar sync, online booking, group sessions, and the waitlist.

14 articles

Patients & Engagement

Manage patient records, recall lists, intake forms, reviews, and payments.

9 articles

Clinical Notes & Care

Progress notes, treatment plans, outcome measures, co-signatures, discharge, and records release.

6 articles

Client Billing & Payments

Fees and rates, charges, card on file and autopay, cancellation fees, payment plans, refunds, and financial reports.

8 articles

Client Portal & Telehealth

What clients can do in their portal, secure messaging, and video visits.

5 articles

Calls, SMS & Voicemail

Recording consent, voicemail, transfers, intake forms, and texting missed callers back.

15 articles

Analytics & Reports

See how your AI is performing — the daily dashboard, call and booking reports, and CSV exports.

2 articles

Team & Locations

Invite teammates, set roles, and manage multiple practice locations.

6 articles

Billing & Plans

Plans, usage, overages, payment methods, and how to upgrade or cancel.

5 articles

Compliance & Security

HIPAA, BAA, call-recording laws, data retention, and security practices.

6 articles

Integrations

Connect your EHR/practice-management system and calendars so appointments and patients stay in sync.

2 articles

Troubleshooting

Fix common issues: no calls coming in, SMS not delivering, calendar sync, and more.

12 articles

Featured articles