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Business Profile
How your business appears to clients and your AI receptionist.
Business Hours
Set when your business is open. Your AI will use this for scheduling.
Single-day Holiday Overrides
For single-date closures or modified hours (Christmas, July 4th, etc.). Use Extended Closure above for multi-day windows.
No holiday overrides yet
Add holidays to let your AI know about special closures or adjusted hours.Past holidays are automatically hidden.
Services
Manage the services your AI receptionist can describe and book.
No services yet
Add your first service to let your AI receptionist describe and book it.Staff
Each team member can have their own calendar and service offerings. The AI routes booking requests based on who offers what.
No staff members yet
Add your team so the AI can reference them during calls.Locations
Manage your business locations. Staff can be assigned to specific locations.
Add Location
Booking Matrix
Fine-tune when each service can be booked, per staff member, with 24-hour granularity. Defaults inherit from your Business Hours; this tab adds exceptions.
AI Receptionist
Configure how your AI sounds, what it says, and how it handles calls.
Builder
Call scenarios your AI handles, plus curveballs that switch tracks mid-call.
Call Scenarios
Curveballs
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FAQs
Common questions and answers your AI will use during calls.
No FAQs yet
Add frequently asked questions so your AI always has the right answer.Cancellation Policy
Your AI will communicate this policy to callers when relevant.
Promotions
Active promotions your AI can mention during calls.
No promotions yet
Add promotions so your AI can mention them to callers.SMS Follow-up
Automated text messages sent to clients after interactions. The {booking_link} placeholder uses the URL set in Account → Connection Settings.
Integrations
Connect the tools your AI receptionist uses to run your business.
Where to paste it on your platform
Squarespace — Settings → Advanced → Code Injection → Footer.
Wix — Settings → Custom Code → Add Custom Code → "Body – end" → all pages.
GoDaddy Website Builder — not supported: it sandboxes embedded code in an iframe, so a floating widget can't appear. Use GoDaddy Managed WordPress (header/footer plugin) or one of the platforms above.
Plain HTML site — right before the closing </body> tag of every page.
Send automatic email confirmations and reminders alongside SMS messages.
appointment.created, appointment.confirmed, appointment.cancelled, appointment.completed
Example payload (real event)
{
"event": "appointment.created",
"tenant_id": "abc-123-...",
"timestamp": "2026-05-28T14:00:00.000Z",
"data": {
"appointment_id": "appt_xyz",
"customer_name": "Jane Smith",
"customer_phone": "+15555550100",
"customer_email": "[email protected]",
"service": "Haircut",
"date": "2026-06-01",
"time": "14:00",
"status": "pending",
"source": "booking_page"
}
}
The event field changes per event type (appointment.confirmed, appointment.cancelled, appointment.completed). The data shape stays the same. Real events use source: "booking_page" (or another origin) and do not include a _test field.
Example payload (test event from "Send test event" button)
{
"event": "appointment.created",
"tenant_id": "abc-123-...",
"timestamp": "2026-05-28T14:00:00.000Z",
"_test": true,
"data": {
"appointment_id": "appt_xyz",
"customer_name": "Jane Smith",
"customer_phone": "+15555550100",
"customer_email": "[email protected]",
"service": "Haircut",
"date": "2026-06-01",
"time": "14:00",
"status": "pending",
"source": "portal_test"
}
}
Test events add _test: true at the top level and use source: "portal_test" so you can recognize them in Zapier. Production events never include _test.
Security & verification
Zapier webhook POSTs are not HMAC-signed — Zapier's "Catch Hook" trigger does not verify signatures. Treat the webhook URL itself as a shared secret: only paste it here and in Zapier. If you suspect the URL has leaked, delete it from this tab and create a fresh Catch Hook in Zapier.
Each POST is sent with Content-Type: application/json and User-Agent: BookedSmarter/1.0. Delivery is fire-and-forget with an 8-second timeout; no retries.
Test events include _test: true so you can filter them out in your Zap — add a Filter step that only continues when _test does not exist (or is false).
Support Requests
Submit requests to the BookedSmarter team.
No requests yet
Submit a support request and we'll respond within one business day.Analytics
How your AI receptionist is performing.
Customers
All customers who have booked with you.
No customers yet
Customers will appear here once appointments are booked.Call History
Your 20 most recent AI receptionist calls. Click any row to view the transcript.
No calls yet
When your AI receptionist takes calls, summaries will appear here.Appointments
Bookings made by your AI receptionist.
No appointments yet
When your AI receptionist books appointments, they will appear here. You can also add them manually.Billing & Plan
Manage your subscription and usage.
Account
Your business details, plan, billing, and personal preferences.
<div id="bs-chat" data-tenant="YOUR_ID"></div>Notifications
Pick exactly which events reach you, on which channel, and who hears about them.
| Event | SMS | Slack | Recipient(s) |
|---|
Quiet hours —
During quiet hours, SMS pauses for non-urgent events. Email and urgent alerts still send.
Frequency caps —
Protect recipients from runaway alerts if the AI misbehaves. Email digests are unaffected.
Slack integration —
Paste a Slack incoming-webhook URL. We'll send a test message so you can confirm the channel.
Needs Your Attention
Items that need a human decision — AI escalations where the caller asked for a callback, requests the AI couldn't handle, and anything flagged during a call. Once you act on an item, mark it resolved.
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Calendar
This week's appointments at a glance.
Customers
Callers and call history.
Receptionist
Configure your AI receptionist's voice, tone, and behaviour.
Business
Your business profile, hours, services, and promotions.
Integrations
Connected apps and services.
Billing
Your plan and usage.
Account
Profile, team, and preferences.
What's new on your plan
Here's everything unlocked by your upgrade.