The AI Receptionist — for dental, med-spa, salon, clinic & more

The customer texts your business misses — answered and booked, 24/7.

Most appointment businesses send after-hours texts to voicemail. Most of those people never call back. Here is exactly what happens instead.

Or email Josh directly: josh.finlayson@jfstrategicadvisors.com  ·  or call (267) 500-8189
Runs on your existing number HIPAA-aware One-click kill switch Live in days, not months
How it works

Four things it does, the moment a text comes in.

It rides on the number you already have — nothing new for your customers to learn. Here is exactly what happens behind the scenes.

Answers & books, 24/7

A customer texts after hours, on a weekend, or while your desk is with someone else. The AI replies in seconds in your business's voice — answers hours, services, and basic questions, then books a real appointment into your schedule and confirms it.

Closing-time intelligence

It knows when you actually close. If someone asks for a slot that's too late in the day, it doesn't book a no-show — it politely declines that time and offers the nearest earlier opening instead. Your schedule stays clean and realistic.

Customer
Can I come in at 5:45 today?
AI Receptionist
We close at 5:00 today, so 5:45 won't work — but I have 3:30 or 4:15 open. Want me to grab one of those for you?

Urgent-request escalation to a human

When a message signals something sensitive — pain, an emergency, a complaint, anything that needs a real person — the AI stops trying to book, tells the customer help is on the way, and alerts your team immediately so a human takes over. The safe default, every time, for any business type.

The owner dashboard

Everything that came in overnight lands in one simple dashboard: who texted, what got booked, what was escalated, and any conversation you want to read. You see exactly what your AI receptionist handled — and what it handed to your team.

Smart intake — configured for your business

Knows your returning customers. Handles new ones right.

Every text gets the right experience — whether it's someone who's been before or a brand-new customer calling for the first time.

Returning customers — fast lane

The AI recognizes a returning customer by their phone number the moment they text. No repeated intake questions — it confirms their name, asks what they need, and moves straight to booking. Fast, frictionless, and personal.

New customers — quick, complete intake

New customers get a short intake: name, reason for visit, and — if your business collects it — insurance information. The AI books them into the right appointment type and length for new customers, not a generic slot that wastes a booking.

Insurance — captured, never adjudicated

If your business is insurance-based (dental, clinic, med-spa), the AI asks for carrier and member details upfront and can answer "do you take X?" from your configured in-network list. It does not quote copays or claim coverage — it writes up a clean intake so your staff can verify before the visit.

All of it is configured per business — the AI adapts to your vertical:
  • Dental & clinic — new-customer intake + insurance capture enabled
  • Med-spa — new-client intake, service preference, no insurance step
  • Salon & barbershop — name + service only; books in seconds
  • Home services — job type, address, and preferred time window
  • Any business — you decide what gets asked and in what order
  • Returning customers always skip the parts they've already given

See it in action — live.

Watch a real text conversation play out: a customer asks, the AI books, and an urgent request gets escalated to a human. About 60 seconds, no signup.

Watch the live demo ↗
Safe by design

HIPAA-aware, and built like customer data matters.

This handles real customer messages — including intake details and insurance information — so it's built to the standard that implies, not bolted on after.
What you can count on:
  • A signed BAA before we touch a single record
  • Customer data encrypted and isolated per business
  • Never gives clinical advice — escalates urgent requests to a human
  • Books into your real schedule, around the clock
  • Respects quiet hours — no proactive texts late at night
  • One-click kill switch puts your old line back instantly
  • One dashboard for everything that came in overnight
  • Built and run by the engineer who deploys AI inside Fortune 100 companies
Pricing & the 30-day pilot

Start with a low-risk pilot. Decide on your own numbers.

Run it on your after-hours and overflow texts for 30 days. If the booked appointments don't pay for it, you walk — no contract, no lock-in.
Start here
30-day pilot
$299 one-time
A full month live on your number, set up and tuned for your business. The $299 is credited toward your first month if you continue — so a pilot that converts costs you nothing extra.
Start a pilot
Then, month to month
$749 / month
Everything above, ongoing: answering & booking 24/7, closing-time intelligence, smart intake for new and returning customers, the owner dashboard, and direct support from the founder. Cancel anytime — no annual contract.
Book a call to start
Questions & concerns

The things owners ask first.

Do I have to change my phone number?

No. It runs on your existing number — customers text the same line they always have. Setup is on our side, and there's nothing new for your customers to learn.

What if it gets something wrong?

It's built to fail safe. Anything it isn't confident about — and any urgent or sensitive request — gets escalated to your team rather than guessed at. And a one-click kill switch puts your old line back instantly if you ever want it off.

Is this actually HIPAA-compliant?

It's HIPAA-aware and built for it: a signed BAA before we touch a record, encrypted customer data isolated per business, and no clinical advice ever given. We walk through exactly how it handles PHI before anything goes live.

How long does setup take?

Days, not months. There's no software for your team to install and no hardware. We configure it to your hours, services, intake questions, and voice, test it with you, then go live.

Will it sound like a robot to my customers?

It answers in your business's voice — your hours, your services, your tone. Most customers just experience a fast, helpful reply that books them in. When something needs a human, a human gets it.

Does it work for businesses that don't deal with insurance?

Yes — the insurance intake step is optional and configured per business. Salons, barbershops, home-service companies, and any business that doesn't bill insurance simply skip that step. The AI only asks what you tell it to ask.

Who do I talk to if something comes up?

The engineer who built it — not a support queue or a call center. You can text or email Josh directly at josh.finlayson@jfstrategicadvisors.com.

Stop sending customers to voicemail.

Book a free 15-minute call. We'll look at your missed texts together and see whether a 30-day pilot makes sense for your business — no pressure, no contract.

Or email Josh directly: josh.finlayson@jfstrategicadvisors.com  ·  or call (267) 500-8189