Offices that run on appointments get two kinds of calls: clients you already work with, and people you haven't met yet. Either one can ring while you're across the table from someone else, halfway through a signing or a session.
Save your clients as contacts and they skip screening and ring you. Someone new hears a greeting in your business name and tells us who they are and why they're calling, and when you answer, you hear that first.
If you let it ring on the Receptionist plan, the AI receptionist picks up (priority calls and saved contacts go to voicemail instead). It gets the caller's name and reason, confirms their callback number by the last four digits, asks what days work, and tells them someone will reach out to set a time. It won't book the appointment or ask for an email address. You confirm the time when you call back, with the summary and transcript already in your dashboard.
Each card lists the calls in that trade that can't wait, or the ones to return first, and the words that go with them.
Priority Passthrough lets customers who say one of your selected priority words ring straight through to you, regardless of the time of day. Every account has these priority words: urgent emergency help asap right now today. On this page, 11 of the 12 professions also come with defaults of their own, listed on their cards. You can add up to 20 of your own in the dashboard, and the trade defaults stay on.
When a caller says one, the call skips the text question and rings you right away, for up to 40 seconds, in or out of business hours, on every plan.
Add only words that mean a call can't wait. On Receptionist, a missed priority call goes to voicemail instead of the AI receptionist.
Tax preparation and accounting services: individual and small-business returns, quarterly estimated taxes, bookkeeping, payroll, business entity setup, IRS notices and audits, sales tax, financial statements, and tax planning.
Consulting services: business strategy, operations, technology advisory, fractional executive support, marketing and growth advisory, organizational development, and specialty project engagements.
Residential home inspection: pre-purchase inspections, pre-listing inspections, new construction phase inspections (foundation, framing, final), 11-month builder warranty, radon testing, termite/WDO, sewer scope, and re-inspection (after repairs).
Mobile notary services: general notarizations (POA, affidavits, deeds), loan signings (real estate closings, refis), apostilles, jail and hospital signings, estate documents (wills, trusts), and commercial document signings.
Residential mortgage origination: purchase loans, refinance (rate-and-term, cash-out), conventional, FHA, VA, USDA, jumbo, first-time buyer programs, investment property loans, second homes, and HELOC/home equity.
Pastoral ministry and church leadership: weekly worship and preaching, pastoral counseling, hospital and home visits, weddings, baptisms, premarital counseling, prayer requests, new-member onboarding, and community outreach.
Personal training and fitness coaching: in-home, in-gym, outdoor, or virtual sessions.
Pet services: dog grooming (mobile or shop), dog walking, pet sitting, boarding, doggy daycare, dog training, in-home behavioral consultations, and special-needs pet care.
Photography services: weddings, portraits (family, senior, headshot), real estate photography, commercial / product, events, newborn / maternity, and engagement / couples.
Residential real estate appraisals: purchase appraisals (lender-ordered), refinance appraisals, FHA/VA appraisals, cash-purchase appraisals, divorce / estate / tax appeal appraisals, pre-listing valuations (BPO or full appraisal), and rush turn-around requests.
Academic tutoring: K-12 subjects (math, reading, writing, science, history), test prep (SAT, ACT, ISEE, SSAT, GRE, GMAT, LSAT), AP / IB exam prep, college essay coaching, ESL, executive function and study skills, and homework help.
Video production: weddings, events, commercial / corporate, brand and social content, real estate listings, drone / aerial, music videos, interviews and testimonials, and live streaming.
Screening, the shared spam registry and Priority Passthrough run on every plan. The plan decides where a call goes after it passes: to you, to the AI receptionist, or to voicemail.
Screening, the shared spam registry, Priority Passthrough and voicemail with transcripts. A call you miss goes to voicemail. Add up to 4 more people with Team answering. 800 voice minutes a month.
Everything in Pro, plus the AI receptionist 24/7 and recorded calls with transcripts. 1,500 voice minutes and 250 AI minutes a month.
The AI receptionist on Receptionist works from instructions written for the trade you choose.
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