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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.

Your business profile is the source of truth the AI uses for every reply, voice call, and form auto-response. The more accurate and detailed it is, the better the AI sounds. Most of these are set during onboarding; this is where you edit them later.

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Identity

Settings → Business → Identity:
  • Business name — appears in customer-facing messages, emails, voice greetings ({{business_name}})
  • Business type — drives some default templates and AI tone calibration; pick the closest match
  • Description — a few sentences for the AI’s general background (“we’re a residential plumbing company in Ottawa, focused on…”). Helps with off-script questions.
  • Website URL — used to scan for FAQs during onboarding; useful as a contextual link

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Services

Settings → Business → Services: A list of what you do. Each service has:
  • Name — “Drain cleaning”, “Kitchen remodel”
  • Duration — typical appointment length in minutes
  • Description — what’s included, materials, etc.
  • Price (optional) — typical or starting price; helps the AI quote ballpark figures when asked
The AI references this list when asked “what services do you offer?” or “how long does a [service] take?” or “how much for [service]?”

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Hours

Settings → Business → Hours: Per-day open/close times, with the ability to mark a day closed. Defaults to Monday–Friday 9am–5pm. The AI gives accurate “we’re open until 6pm” or “we’re closed today” responses based on this. For 24/7 emergency operators, mark every day open with 00:00 – 23:59. The AI will say “we’re available 24/7” appropriately.

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Time zone

Important — the AI uses your time zone to calculate “today / tomorrow / this Friday” correctly. Set it on Settings → Business → Time zone. If your team works across time zones (rare for service businesses, common for VAs), the AI uses the org-level time zone consistently. Per-user time zones aren’t currently supported.

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Service area

Settings → Business → Service area is a free-text field. Examples:
  • “Ottawa, Kanata, Barrhaven, Nepean, Gloucester”
  • “Boston metro plus 15 miles”
  • “Toronto + GTA, no further than Hamilton”
The AI uses this when asked “do you cover [town]?” — answers based on the description (with a knowledge-base entry for finer detail).

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Excluded jobs

Settings → Business → Excluded jobs — what you DON’T take. Free-text:
  • “No commercial work”
  • “Minimum job $300”
  • “No homes built before 1960”
  • “No new construction; existing homes only”
The AI uses this to politely decline jobs upfront so customers’ time isn’t wasted.

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AI tone

Settings → Business → AI tone sets the personality of every AI message:
  • Friendly — warm, casual, uses contractions
  • Professional — polished, business-y, full sentences
  • Casual — very informal, even slangy
  • Custom — write your own brief description (“like a knowledgeable older mechanic — direct, no-nonsense, occasionally dryly funny”)
Most service businesses pick Friendly. Match what your existing in-person interactions feel like.

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Default appointment duration

For when the AI books an appointment without service-specific data, it uses this default. 30, 60, 90 minutes typically. Set it to whatever a “typical” first-visit-or-quote takes for your business.

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Special instructions

Settings → Business → Special instructions is a catch-all free-text field for anything the AI should know that doesn’t fit elsewhere. Examples:
  • “Always recommend the customer take a photo of the issue and text it”
  • “Do NOT discuss pricing for commercial jobs — direct them to call Mike directly”
  • “If a caller mentions ‘emergency’, escalate immediately and offer to call them back within 30 min”
Treat this like a “system prompt extension.” Keep it short — under 500 words is ideal.

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Save

Changes save when you click Save at the bottom of the page. The AI uses the new profile on the next inbound message / call.

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Next

Branding

Logos, colors, white-label.

Integrations

Slack, Cal.com, webhooks.