First appointment workflow/name
Confirm the first appointment workflow: should it be called an intro call, consultation, discovery call, initial consult, or something else?
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Kerry AI Assistant
Setup list
Answer each item below. Once an item is submitted, it will be crossed out and grayed so we can keep moving through the setup cleanly.
Still needed from Kerry
Deposit timing
Clarify whether Kerry does an initial phone consult first, then collects the $50 deposit for the first formal session.
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Consult details
Confirm whether the first-step consult is free or paid, how long it should be, and whether it is phone, telehealth, or in-person.
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Service routing
Confirm which services use the first-step consult versus direct consult-and-treatment booking.
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Promos/packages
List any current promos, packages, or specials the assistant is allowed to mention.
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Escalation rules
Define escalation rules: when should the assistant stop and route the conversation to Kerry or another provider?
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Medical-risk answers
Approve safe answers for medical-risk questions, including pregnancy, medications, contraindications, complications, and side effects.
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Pre-care/post-care
Decide whether the assistant may answer basic pre-care and post-care questions, or should always route those to a consult/provider review.
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Owner alerts / summaries
Choose where owner alerts, handoffs, and daily summaries should go.
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Already captured
- Business hours, timezone, location, parking, and telehealth availability.
- Pricing posture: use “packages start at…” language; Botox is $13/unit; facial balancing starts at $1,800; weight loss starts at $400/month.
- $50 deposit requirement and 24-hour cancellation/reschedule fee.
- Kerry’s preferred assistant vibe: friendly, personal, bubbly, professional, feminine, and not too serious.