Playbooks7 min read
Onboarding Checklist for AI Appointment Software
A practical rollout plan: stakeholders, calendar rules, QA, and success metrics for the first 30 days.
Week one: truth-finding
Document current response times, connect rates, and where leads leak. Without baseline, you cannot prove improvement.
Week two: constraints
Finalize calendars, escalation rules, and disclosures. AI should fail safe—not creatively.
Week three: expand traffic
Increase volume gradually while monitoring transcripts and outcomes. BookFlow users typically align onboarding with register flows and pricing tiers.