Setup

Business facts, transfers and booking

Keep the receptionist’s promises within what your business can actually deliver.

Approve the facts

Review imported website text, prices, hours, staff availability and service areas. Elliot should collect details or offer a callback when information is missing.

No invented commitments. Do not configure guaranteed prices, dispatch, arrival times or confirmed appointments without an approved and working process.

Transfers

Use a separate human destination and accurate transfer hours. Test answered, unanswered, busy and voicemail outcomes. An attempted transfer is not proof that a person answered.

Calendar connections

Use booking only when it is enabled for your account. Connect the correct calendar and confirm timezone, duration and availability. Check the saved appointment in both Zappy and the calendar provider.

Disconnected calendars need attention. If access expires or a save fails, treat the request as pending until someone verifies it. A suggested time is not a confirmed booking.

Updated September 15, 2026

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