Scheduling & appointments

Amy books straight into your real schedule during the call or text — she matches the reason for the visit to the right appointment type, finds a genuinely open slot with the right provider, and confirms it in seconds.

4 min read · Beginner

Amy sends a confirmation the moment an appointment is booked, then reminders in the days before the visit — and when a patient replies to confirm, move, or cancel, she handles it and keeps your schedule up to date.

3 min read · Beginner

Amy moves and cancels appointments by phone or text, 24/7 — she finds a new time, updates your PMS, frees the old slot, and offers it to your waitlist, with a built-in safety net so nothing is cancelled by mistake.

3 min read · Beginner

Your service menu is Amy's booking menu. Set each visit type, how long it takes, and which providers can do it, and Amy books the right length with the right provider every time.

3 min read · Intermediate

Tell Amy when each provider works and when the office is closed, and she only ever offers times that are truly available — no bookings on a day off, a holiday, or outside a provider's hours.

3 min read · Intermediate

Lunch, huddles, admin blocks, a provider stepping out — here's how to hold time so Amy treats it as unavailable and keeps those slots off the booking menu.

3 min read · Intermediate

When a cancellation opens a slot, Amy offers it to waitlisted patients by text and books the first to say yes — turning last-minute holes in your day into filled chairs, automatically.

3 min read · Beginner