Your providers are the people who actually do the work — the dentists, doctors, vets, stylists, hygienists, or technicians your customers book with. Adding them lets your AI receptionist offer the right person, check their availability, and put appointments on the correct calendar.
The page may be called Doctors, Vets, Stylists, or Providers depending on your business type — it's the same place.
Add a provider
- Open the Providers page (in the left nav — labeled for your industry).
- Click + Add Provider (e.g., "Add Doctor").
- Fill in the details:
- Name — first and last (required)
- Title — Dr., NP, PA, DDS, etc. (optional)
- Credentials — e.g., DDS, MD, PT (optional)
- Specialty — e.g., Orthodontics, Pediatrics, Sports Medicine (optional)
- Email / Phone — optional; only needed for calendar feeds or linking a login later
- Display color — for the calendar
- Works at Locations — pick every location they see patients at (required)
- Click Save.
- (Optional) Set their weekly schedule in the next step, or skip and do it later.
That's it — the provider is now bookable, and your AI can schedule appointments with them.
Provider vs. team member
These are two different things, and it's easy to mix them up:
| Provider | Team member | |
|---|---|---|
| What it is | Someone who delivers services | A user account with a login |
| Where | Providers page | Settings → Team |
| Needs a login? | No | Yes |
| Used for | Scheduling & AI booking | Accessing the app |
If someone both delivers services and needs to log in (say, a solo dentist), add them as a provider and invite them as a team member with the Provider role, then link the two.
Set availability and schedules
Each provider can have their own working hours and buffer times so the AI only books them when they're actually available. Open a provider on the Providers page and choose Manage Availability to adjust their weekly hours, time off, and per-location schedule.
After you add providers
- Assign services so the AI knows who offers what (Services / Appointment Types).
- Check pronunciations — if a name sounds off on calls, fix it in Settings → AI Voice → Pronunciation.