Getting started
Dashboard & trial limits
After you sign in, the dashboard is your home base — a quick view of upcoming work, availability, and remaining demo capacity.
What you will see
- Key activity — upcoming and recent appointments for your location
- Availability snapshot — open capacity across your bookable resources
- AI minutes meter — how much voice usage remains in your trial or plan
- Setup prompts — reminders such as claiming a phone number or finishing Booking Bot setup
Demo trial (typical)
New demo accounts usually include:
- 14 days of trial access, or
- 100 AI minutes of voice usage — whichever limit you hit first
Watch the meter
Voice calls with Amy use AI minutes. When minutes or days run out, inbound voice features pause until you activate a paid plan.
Suggested first-day tour
-
Confirm your business profile
Check name, timezone, and contact details so bookings and messages use the right context. -
Open Schedule
See how days, rooms/resources, and appointments are laid out for your location. -
Open Customers
Search sample records (if seeded) or add a test customer. -
Check usage
Note remaining AI minutes before you run live call tests.
Roles at a glance
- Practice / business owner — full access including settings and billing paths
- Office manager — broad operations access; settings may be limited
- Front desk — schedule, appointments, customers, and day-to-day ops tools
- Operator — focused dashboard and scheduling access
Exact permissions can be adjusted per location when the Users module is enabled.