Getting started
What information does a clinic need to provide to set up an AI receptionist?
By the Recepta Desk team · Reviewed 2026-07-17
Key takeaways
- The setup wizard covers practice details, scheduling system, office hours, and a tone preference, nothing technical required.
- Recommended FAQs (pricing, appointment length, cancellation policy) take a few minutes and let the agent answer real questions from day one.
- Connecting Google Calendar or Cliniko for direct booking is a separate step: a sign-in or a pasted API key.
- Jane and ChiroTouch clinics skip the connection step; the agent runs the conversation and hands staff a ready case.
Not much, and none of it is technical. The Recepta Desk setup wizard asks for the practice name and contact details, which scheduling system the clinic uses (Google Calendar, Cliniko, Jane, ChiroTouch, or something else), office hours, and a tone preference so replies sound like the clinic instead of a generic script.
Two things round it out after the wizard. Recommended FAQs, like pricing, appointment length, and cancellation policy, take a few minutes to fill in and let the agent answer real patient questions from day one. Connecting Google Calendar or Cliniko for direct booking is a separate step, and it takes only a sign-in or an API key pasted once.
Clinics on Jane or ChiroTouch skip that connection step entirely. The agent still runs the full text conversation and hands staff a ready-to-book case, so there is nothing to integrate before going live.
Last reviewed 2026-07-17 by the Recepta Desk team. Spot an error? Tell us and we'll correct it.