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BusyBook Docs

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Meet Your Assistant

What Is Your Assistant?

Section titled “What Is Your Assistant?”

Your BusyBook assistant is a personal AI business partner dedicated to your practice. It’s not a chatbot — it reads your actual data, takes real actions, and learns your preferences over time.

Think of it as a front desk person who:

  • Never sleeps
  • Never forgets a client
  • Handles scheduling, follow-ups, and admin automatically
  • Gets smarter the more you use it

How to Reach Your Assistant

Section titled “How to Reach Your Assistant”

Via Text (Primary)

Section titled “Via Text (Primary)”

Your assistant has a phone number. Save it in your contacts and text it like you’d text a real person.

How to find your assistant’s number:

  1. Log in to app.busybook.co
  2. Go to the AI Assistant page (or look in your onboarding confirmation)
  3. Your assistant’s contact info is displayed at the top

Save this number in your phone — you’ll use it every day.

Via the Platform

Section titled “Via the Platform”

You can also chat with your assistant directly in the BusyBook dashboard:

  1. Log in to app.busybook.co
  2. The AI Assistant page provides a chat interface
  3. Type your request and the assistant responds in real-time

Verifying the Connection

Section titled “Verifying the Connection”

After connecting, send a test message to confirm everything works:

Send: “Hello, are you there?”

Your assistant should respond within a few seconds, confirming it can access your practice data. If it doesn’t respond within 30 seconds, see troubleshooting.

What to Try First

Section titled “What to Try First”

Here are some things to try right after connecting:

Say ThisWhat Happens
”What’s my schedule today?”Shows your appointments for the day
”Book Sarah for Thursday at 2pm”Creates a new appointment
”How did I do this week?”Revenue and appointment summary
”Who hasn’t visited in a while?”Lists dormant clients
”Text Sarah her appointment reminder”Sends an iMessage reminder

What Your Assistant Knows

Section titled “What Your Assistant Knows”

Your assistant has access to:

  • Your complete client list and contact info
  • All appointments (past, present, and future)
  • Session notes and SOAP records
  • Business hours and service menu
  • Revenue and expense data

It does NOT have access to:

  • Other therapists’ data (it’s scoped to your practice only)
  • Your personal email or social media accounts
  • Anything outside of BusyBook

Tips for Best Results

Section titled “Tips for Best Results”
  1. Be natural — talk to it like a person, not a search engine
  2. Be specific when needed — “move Sarah’s Tuesday 2pm to Friday at 10am” is better than “reschedule Sarah”
  3. Use it daily — the more you use it, the more it learns about your practice patterns
  4. Trust it to act — when it says “Done!”, it actually wrote to the database. Check the calendar to confirm.

Next Steps

Section titled “Next Steps”