Every new account goes through the same short wizard. It collects what the AI needs to answer sensibly and ends with the AI calling you.
No account of your own yet? If you sign in with a login that isn't part of an account (for example, you left or were removed from every team) and reach onboarding, you're asked to Create your account first: an account name, and a tick agreeing to the Business Associate Agreement on behalf of the new account. Your email must be verified. The new account starts on the Free plan, and then the wizard continues for its first location.
The six steps
The progress bar reads Step n of 6. ← Back returns to the previous step and Need Help? at the top opens support.
- Business Information, "Tell us about your practice": Business Name, Business Type, Phone Number, Website (optional). The type sets the words the app uses (patients or clients, providers or caregivers) and the services suggested next.
- Business Hours, "When are you open?": opening and closing times for each day. Skip for now if you want to set them later under Settings → Locations.
- Appointment Types, "What services do you offer?": tick services from the list for your business type and adjust durations. At least one is required; edit them any time under Services.
- Voice Setup, "Choose your Voice": choose Emma, Layla, Clara, Jake, Neil or James, with a play button for each. Name your receptionist (optional) sets the name the AI introduces itself with; leave it blank and it answers as your front desk. Or click Set this up later.
- Test the System, "Test Your AI Receptionist": choose a scenario, enter your phone number and click Call Me Now. The AI rings you, using your practice information and the voice you picked. Click Continue → when you are done, or skip it.
- A Few Quick Questions: your timeline, primary goal and expected call volume. Finishing here opens the Setup Assistant, which can take the next steps with you.
Each step is saved when completed, and the wizard reopens at sign-in until it is done.
After the wizard
The dashboard's Getting Started checklist takes over: Connect phone number (get a number or port yours), Configure AI Calling with Configure AI voice settings and Make a test call (both optional), and Invite your team. Once the phone number and team steps are done it reads Setup Complete!. See Quickstart for the order to do them in and Your first week for what comes after.
Your plan
Signing up starts a 14-day trial of Pro features with a one-time allowance of 50 AI minutes and 2,000 texts; the account moves to Free when it ends unless you pick a plan. See Usage and overages.