The Services section is where you define the appointment types your business offers. When a caller says they want to book, your receptionist uses these service definitions to guide the booking conversation — asking which service the caller needs, checking your calendar for open slots, and confirming the appointment in real time.
Services are structured data, not free-form knowledge. Unlike the knowledge base, which the receptionist reads to answer questions, services are what it actively uses to power the booking workflow.
Appointment booking requires a connected calendar. Your receptionist cannot check availability or confirm bookings until you connect a Google Calendar or Outlook calendar to your account. Set that up first under Google Calendar or Outlook Calendar. What a service is
A service is an appointment type your business offers — for example, “Initial Consultation”, “Oil Change”, “Haircut and Style”, or “Dog Grooming”. Each service has a name. The AI uses the service name during the call to match the caller’s request to the right appointment type and present available times.
Keep service names short and clear. Use the same terms your callers would use when describing what they need.
How to add a service
Open the Services section
In the dashboard sidebar, go to Receptionist, then click Services.
Click Add
Click the Add button in the top-right corner of the page.
Enter the service name
Type the name of the appointment type in the Title field — for example, “30-Minute Consultation”. You can also add a Content description with additional details the receptionist should know about this service, and optional Tags to improve retrieval.
Save
Click Save. The service appears in your services table and is immediately available for the receptionist to use on the next call.
How booking works during a call
When a caller expresses interest in booking an appointment, here is what happens:
- The receptionist identifies the caller’s needs and matches them to one of your defined services.
- It checks your connected calendar for available time slots.
- It offers the caller one or more options and confirms their preference.
- It books the appointment directly in your calendar.
- The caller receives confirmation, and your calendar updates automatically — no manual entry needed.
The receptionist handles the entire booking conversation. It asks for the caller’s name and contact information, confirms the service and time, and closes the loop — all without you needing to be on the call.
Managing your services
All services appear in the Services table. You can disable a service temporarily — for example, during a period when you are not offering it — or delete it permanently. Disabled services are not presented to callers during booking conversations.
If your business offers many services, use the Tags field to help the receptionist match caller language to the right service. For example, a service named “Annual Wellness Visit” might have tags like “checkup”, “physical”, and “yearly exam”.
