Your first business day

Overview

Day one is about watching Josh handle real calls and fine-tuning a couple of small things. Here is what to expect and what to check.

Step by step

  1. Confirm Josh shows Online and Live in your settings.
  2. Let the first calls come in, then open Calls and read a transcript or two.
  3. If the greeting or an answer is not quite you, tweak your business profile and save.
  4. Check that each booking appears in your calendar and in ISN or Spectora.
  5. Set your notifications so urgent items text you and the rest arrive by email.
Good to know — Changes to your profile reach Josh automatically in about 5 minutes. No restart needed.

Need more help?

Cannot find what you need? Email support with your business name and the team will help, usually the same business day.