# ServiceBooked Docs

> Set up, configure, and get the most out of ServiceBooked — the AI receptionist for service businesses.

## Docs

- [Invoices](https://docs.servicebooked.ca/billing/invoices.md): Where to find paid invoices, downloading PDFs, and how Stripe handles your billing.
- [Plans & limits](https://docs.servicebooked.ca/billing/plans-and-limits.md): What each plan includes and how the various caps interact.
- [Trial extensions](https://docs.servicebooked.ca/billing/trial-extensions.md): Need more time on your free trial? Here's how to ask.
- [Upgrading & downgrading](https://docs.servicebooked.ca/billing/upgrading-and-downgrading.md): How to switch plans, including how proration works mid-period.
- [Usage meters](https://docs.servicebooked.ca/billing/usage-meters.md): Where to see how much of your plan you've used this period — voice minutes, conversations, forms.
- [Connect Cal.com](https://docs.servicebooked.ca/calendar/cal-com.md): Use Cal.com as your booking backbone — works with any calendar (Outlook, iCloud, Exchange, Google) and syncs bookings into ServiceBooked.
- [Connect Calendly](https://docs.servicebooked.ca/calendar/calendly.md): Point the AI at your existing Calendly booking link.
- [Connect Google Calendar](https://docs.servicebooked.ca/calendar/google-calendar.md): Hook up Google Calendar so the AI books appointments against your real availability — no double-bookings.
- [ICS feed](https://docs.servicebooked.ca/calendar/ics-feed.md): A read-only feed of your ServiceBooked appointments — subscribe from Apple Calendar, Outlook, Google Calendar, or anywhere.
- [Install on your website](https://docs.servicebooked.ca/chat-widget/install-on-your-site.md): Drop a chat bubble on your site in two lines of HTML. Visitors can chat with the AI and book jobs without picking up the phone.
- [Web call button](https://docs.servicebooked.ca/chat-widget/web-call-button.md): Let website visitors voice-call the AI assistant directly from the chat widget — no phone needed.
- [Adding contacts manually](https://docs.servicebooked.ca/contacts/adding-contacts.md): How to add a contact by hand — for walk-ins, referrals, and anyone who didn't reach you through the system.
- [Importing from CSV](https://docs.servicebooked.ca/contacts/importing-from-csv.md): Bulk-import an existing customer list to ServiceBooked when you switch over from another system.
- [Contacts overview](https://docs.servicebooked.ca/contacts/overview.md): Your CRM — every lead and customer in one searchable list, with their full conversation history.
- [Statuses](https://docs.servicebooked.ca/contacts/statuses.md): The pipeline stages every contact moves through, and how to customize them for your business.
- [Tags](https://docs.servicebooked.ca/contacts/tags.md): Free-form labels you can stick on any contact to organize, filter, and target campaigns.
- [AI auto-reply on form submission](https://docs.servicebooked.ca/forms/ai-auto-reply.md): Let the AI follow up with every form lead within seconds — by email, by SMS, or both.
- [Create a form](https://docs.servicebooked.ca/forms/create-a-form.md): Build a quote-request or intake form your website visitors can fill out — with the AI replying automatically.
- [Embed on your site](https://docs.servicebooked.ca/forms/embed-on-your-site.md): Drop a ServiceBooked form into your website with an iframe or a hosted link.
- [Form notifications](https://docs.servicebooked.ca/forms/notifications.md): Decide who hears about new submissions and how — email, Slack, in-app, or all three.
- [Choosing a plan](https://docs.servicebooked.ca/getting-started/choosing-a-plan.md): How the plans differ and which one fits your business — straight talk, no upsell.
- [Dashboard tour](https://docs.servicebooked.ca/getting-started/dashboard-tour.md): Where everything lives in the ServiceBooked dashboard — a quick orientation for new owners.
- [Quick start (15 minutes)](https://docs.servicebooked.ca/getting-started/quick-start.md): Get ServiceBooked answering your phone, texting back missed callers, and booking appointments — all in one sitting.
- [What is ServiceBooked?](https://docs.servicebooked.ca/getting-started/what-is-servicebooked.md): A plain-English overview of what ServiceBooked does and how the pieces fit together.
- [Inbox overview](https://docs.servicebooked.ca/inbox/overview.md): Every conversation across chat, SMS, and voice — grouped by contact, newest first.
- [SMS replies](https://docs.servicebooked.ca/inbox/sms-replies.md): How two-way SMS conversations work — including the AI's role and how to take over.
- [Voice calls](https://docs.servicebooked.ca/inbox/voice-calls.md): Reading transcripts, listening to recordings, and reviewing what the AI said on a call.
- [Web chat conversations](https://docs.servicebooked.ca/inbox/web-chat.md): How the chat widget on your website turns into conversations in your inbox.
- [Knowledge Base overview](https://docs.servicebooked.ca/knowledge-base/overview.md): Train the AI on your specific FAQs — pricing, service area edges, your business's quirks.
- [Training the AI](https://docs.servicebooked.ca/knowledge-base/training-the-ai.md): Add knowledge-base entries — write good questions, write good answers, get better AI replies.
- [A2P 10DLC registration](https://docs.servicebooked.ca/phone-and-voice/a2p-10dlc-registration.md): Register your business with US carriers so your text messages actually reach customers.
- [Carrier forwarding setup](https://docs.servicebooked.ca/phone-and-voice/carrier-forwarding.md): Per-carrier instructions for Conditional Call Forward on No-Answer — the codes that route unanswered calls to ServiceBooked.
- [Connect your phone number](https://docs.servicebooked.ca/phone-and-voice/connect-your-number.md): Get a ServiceBooked phone number live, with calls reaching you and missed ones triggering the AI.
- [Missed-call auto-text](https://docs.servicebooked.ca/phone-and-voice/missed-call-auto-text.md): Text callers back automatically the moment they hang up — the single highest-ROI feature in ServiceBooked.
- [Voice AI assistant](https://docs.servicebooked.ca/phone-and-voice/voice-ai-assistant.md): Have the AI answer the phone like a real receptionist — book jobs, answer questions, handle the calls you can't.
- [Pipeline analytics](https://docs.servicebooked.ca/pipeline/analytics.md): Conversion rates, time in each stage, deal velocity — see how your pipeline is actually performing.
- [Pipeline stages](https://docs.servicebooked.ca/pipeline/stages.md): The kanban stages your deals move through — defaults, customization, and how to think about them.
- [Working a deal](https://docs.servicebooked.ca/pipeline/working-deals.md): Day-to-day mechanics — opening, moving, assigning, and closing deals on the pipeline.
- [Audiences](https://docs.servicebooked.ca/reactivation/audiences.md): Every filter you can use to define exactly who gets a reactivation send.
- [Build a campaign](https://docs.servicebooked.ca/reactivation/building-a-campaign.md): Walkthrough — from defining the audience to hitting send.
- [Handling replies](https://docs.servicebooked.ca/reactivation/handling-replies.md): What happens when a customer responds to a reactivation message — and how the AI takes it from there.
- [Reactivation overview](https://docs.servicebooked.ca/reactivation/overview.md): Win back past customers and dormant leads with targeted SMS / email campaigns.
- [Google Business Profile](https://docs.servicebooked.ca/reputation/google-business-profile.md): Get your Google review URL configured so the funnel works.
- [Reviews & Reputation overview](https://docs.servicebooked.ca/reputation/overview.md): Send happy customers to your Google review page and catch unhappy ones before they post publicly.
- [Sending review requests](https://docs.servicebooked.ca/reputation/sending-review-requests.md): Configure when and how review requests fire — automatically after every job, or manually on demand.
- [The review funnel](https://docs.servicebooked.ca/reputation/the-funnel.md): How the 4/5-star vs 1/2/3-star branching works, and why it matters.
- [Branding & white-label](https://docs.servicebooked.ca/settings/branding-and-white-label.md): Logos, colors, email sender, and the white-label tier that hides ServiceBooked from customer-facing surfaces.
- [Business profile](https://docs.servicebooked.ca/settings/business-profile.md): The settings the AI uses as foundation — your services, hours, area, tone of voice.
- [Integrations](https://docs.servicebooked.ca/settings/integrations.md): All the third-party tools you can connect — Slack, Cal.com, Calendly, Google Calendar, outgoing webhooks.
- [Notifications](https://docs.servicebooked.ca/settings/notifications.md): Per-user preferences for the in-app bell, email digests, and push notifications.
- [Workflow recipes](https://docs.servicebooked.ca/tasks-and-workflows/recipes.md): Each pre-built recipe explained — what it does, when to use it, what to customize.
- [Tasks](https://docs.servicebooked.ca/tasks-and-workflows/tasks.md): Personal to-do list scoped to ServiceBooked work — track follow-ups so they don't fall on the floor.
- [Workflows](https://docs.servicebooked.ca/tasks-and-workflows/workflows.md): Automation recipes that fire on events — appointments booked, deals completed, contacts created.
- [Inviting team members](https://docs.servicebooked.ca/team/inviting-members.md): Add teammates to your ServiceBooked organization, with the right level of access.
- [Roles & permissions](https://docs.servicebooked.ca/team/roles-and-permissions.md): What Owner, Admin, and Member can each do.
- [Common issues](https://docs.servicebooked.ca/troubleshooting/common-issues.md): The problems we see most often, with the fixes.
- [Contact support](https://docs.servicebooked.ca/troubleshooting/contact-support.md): How to get help when you're stuck.
- [FAQs](https://docs.servicebooked.ca/troubleshooting/faqs.md): The most common questions about how ServiceBooked works.

## Optional

- [Dashboard](https://app.servicebooked.ca/dashboard)
- [Pricing](https://servicebooked.ca/pricing)
- [Support](https://app.servicebooked.ca/dashboard/support)