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Documentation Index

Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt

Use this file to discover all available pages before exploring further.

This walkthrough gets you to your first booked appointment in about 15 minutes. You’ll connect a phone number, turn on missed-call auto-text, hook up your calendar, and add the widget to your website. Everything else (forms, pipeline, reviews) builds on these basics.
1

Sign up and pick a plan

Head to servicebooked.ca/pricing, pick a plan, and start your 14-day free trial. You’ll add a card up front, but you won’t be charged until day 15 — and you can cancel anytime.
Not sure which plan? Start with Growth — it’s the most popular tier and includes the AI voice assistant. You can downgrade if you decide you don’t need voice.
2

Finish the onboarding wizard

Right after signup you’ll be walked through a short setup:
  • Business basics — your name, business name, and what kind of work you do.
  • Website (optional) — if you have one, we’ll scan it to pre-train the AI on your services and pricing.
  • Services & service area — what you do, where you do it, anything you don’t take.
  • Hours — when you’re open. The AI uses this to give honest “we’re closed” responses outside hours.
  • Phone number — pick a local number from the area code of your choice.
  • Widget (optional) — pick a color and welcome message for the chat bubble.
Don’t worry about getting everything perfect — every setting can be edited later from Settings.
3

Turn on missed-call auto-text

This is the single highest-value thing you can do. From your dashboard, go to Settings → Phone and toggle on Missed call auto-text.Set the message you want callers to receive when they don’t reach you. The default works well, but you can personalize it. Use {{business_name}} to insert your business name automatically.
The default message says something like “Hi! Sorry we missed your call — what can we help you with?” That open-ended question gets replies. Don’t change it to something passive like “We’ll call you back soon.”
4

Connect your calendar

Go to Settings → Integrations and pick one:
  • Google Calendar — one-click OAuth. The AI checks your real-time availability before booking.
  • Cal.com or Calendly — paste your booking link if you’d rather route customers there.
Once connected, the AI can answer “do you have anything Thursday afternoon?” with the truth instead of guessing.
5

Set up call forwarding (so callers actually reach you)

Two ways to wire this up — pick whichever fits your situation:
  • “Keep my existing business number” — easier. You enable Conditional Call Forward on No-Answer with your phone carrier (we provide the exact codes). Calls ring your existing number first; missed ones forward to ServiceBooked, which fires the auto-text and AI assistant.
  • “Use the new ServiceBooked number” — simpler if you don’t already have a published business number. Put the new number on your website, business cards, and Google Business Profile. ServiceBooked rings your personal mobile when calls come in; if you can’t pick up, it handles the response.
Full instructions for both paths: Connect your phone number.
6

(Optional) Install the chat widget

If you have a website, drop a chat bubble on it. From Dashboard → Widget, copy the embed snippet and paste it just before </body> on your site. Two lines of HTML and you’re live.Visitors can chat with the AI, ask questions, and book appointments without ever calling.
7

Test it

Call your ServiceBooked number from a different phone (or have a friend call). Don’t pick up. You should get a text within seconds. That’s the auto-text you just configured.Send a text to your number with a question like “are you open Saturday?” and the AI should reply with your real hours.
If both of those work, you’re live. Real customers will start hitting these flows the moment you publish your number.

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What’s next

You’ve got the basics running. The next batch of guides covers everything else:

Voice AI assistant

Have the AI answer the phone like a receptionist — not just text back.

Build a lead form

Capture leads from your website with a custom quote request form.

Set up review requests

Send happy customers to your Google review page automatically after each job.

Reactivate past customers

Win back customers you haven’t heard from in a while with a targeted campaign.