Intended outcome
Service or class booked. The receptionist uses your business knowledge, calendar, and routing rules only when the corresponding feature is connected and configured.
What the receptionist should collect
- Services and classes
- Staff
- Memberships
- Preparation policy
Business decisions to configure
- List services and staff specialties
- Add membership and package rules
- Include preparation and cancellation policy
Conversation starting point
Caller: I want a first-time consultation on Saturday.
Aholler: Great. I will check Saturday availability. Which service are you interested in, and do you prefer a particular specialist?