Getting Started with BookAI
Your complete guide from signup to receiving your first AI-answered call
Welcome to BookAI! đ
BookAI is your 24/7 AI-powered phone receptionist that handles appointment bookings, answers customer questions, and never misses a call. This guide will walk you through the simple process of getting started.
In This Guide
Request Your Free Trial
Getting started is easy! Visit www.bookai.ca and click the "Request Free Trial" button in the top right corner.
Fill out the trial request form with your details:
- Your name - So we know who to contact
- Email address - Where we'll send your approval
- Business name - Your company or practice name
- Phone number - For verification purposes
- Business type - Help us customize your experience
Pro Tip
Use the email address you want associated with your BookAI account. This will be your login email.
Wait for Your Approval Email
After submitting your request, our team reviews it to ensure BookAI is a good fit for your business. This typically takes less than 24 hours (often much faster during business hours).
â What's in Your Approval Email
- âĸ A personalized welcome message
- âĸ "Create Your Account" button (valid for 7 days)
- âĸ Overview of your free trial benefits
- âĸ Links to helpful resources
Didn't receive your email? Check your spam/junk folder. If you still can't find it, contact us at support@bookai.ca
Create Your Account & Accept Terms
Click the "Create Your Account" button in your approval email. You'll be taken to the signup page.
Choose your preferred signup method:
Fastest option - uses your existing Google account
We'll send a secure link to your email
After signing up, you'll need to accept our Terms of Service:
Complete Your Business Profile
Now comes the fun part! Set up your business profile so the AI knows how to represent your business.
đ Business Profile
Enter your business details that the AI will use when answering calls:
đ Business Hours
Set your operating hours so the AI knows when you're available for appointments:
đ ī¸ Services
Add the services you offer so customers can book them:
Voice Aliases
Add alternative names customers might use for your services. For example, if your service is called "Dental Examination", add "checkup" as an alias so the AI understands both terms.
đ¤ AI Agent Configuration
Customize how your AI receptionist sounds and behaves:
Start Receiving AI-Answered Calls!
Once your profile is complete, you'll receive your dedicated Canadian phone number. Your AI receptionist is now live and ready to answer calls 24/7!
You're All Set!
Your AI receptionist is now answering calls for your business.
What Happens When Someone Calls?
- 1Customer calls your BookAI phone number
- 2AI greets them with your custom message
- 3AI helps them book an appointment or answers questions
- 4You receive an email notification with the transcript
- 5Customer gets an SMS confirmation
âĄOptional Enhancements
Connect Your Calendar
Sync with Google Calendar or Outlook so appointments automatically appear in your calendar and the AI knows when you're already booked.
Enable Webchat
Add an AI chat widget to your website for customers who prefer typing over calling. Webchat conversations don't count toward your call limit!
What's Next?
Continue learning with our other guides:
Need help? Contact us at support@bookai.ca