You're the advisor, the bookkeeper, and the receptionist. AppointedAI takes that last job: it answers your website visitors, captures every lead's details, and books appointments straight onto your calendar — 24/7, even while you're with a client.
The simple test: if you run the practice and answer the phone — and every hour with a client is an hour nobody answers it — AppointedAI was built for you.
A solo practice has no front desk. Every inquiry that arrives while you're working lands on voicemail — and voicemail loses to whoever answers.
You're mid-meeting when the phone rings. There's no receptionist — voicemail picks up, and most people won't leave one. They call the next name on Google.
People vet advisors and tax pros at night. Your site had no one to talk to, so their questions went unanswered — and their business went to whoever answered first.
Inquiries spike exactly when you're buried — tax season, open enrollment, year-end. The weeks you can least afford to answer are the weeks the most prospects call.
Fee shoppers bounce when nobody frames the value. That question should start a consultation, not end a conversation.
A contact form answered tomorrow is a lead lost today. Speed of response decides who wins the client.
Every one of those is an appointment that should have landed on your calendar.
A small, elegant chat concierge on your website that works like the receptionist you never hired — minus the salary.
It doesn't improvise, and it doesn't scrape the internet. Everything it says comes from four sources you control.
Services and durations, hours, timezone, address, phone, meeting types, per-service rules, video-call links, blocked dates, even your assistant's name. All set in your dashboard.
Availability comes live from your calendar's free/busy, with buffer rules and daily caps. It can only offer times that actually exist.
Returning clients, bookings, waitlist, and reminders live in a secure database — it recognizes repeat clients and never double-books.
Confirmations and reminders send from your booking address. The email assistant reads and answers booking emails under the same rules as the chat — same boundaries, same calendar, same records.
For solo practices losing after-hours and mid-meeting leads
For practices whose site doesn't match the quality of their work
For owners who know there's more to automate
Your services, hours, durations, and booking rules — set up with you, white-glove.
One click links Google Calendar. Availability is always real.
One line of code on your site — or we build the whole site for you.
Visitors get answers and appointments land on your calendar — even at midnight.
Manage bookings, clients, waitlist, and settings from one dashboard.
In a licensed profession, an assistant that says too much is a liability. AppointedAI is hard-limited to front-desk work — the advice stays with you.
AppointedAI is booking and front-office software — it is not a CPA, financial advisor, insurance agent, or attorney, and it does not provide professional advice. You remain responsible for all client guidance. We follow privacy-conscious, security-minded engineering practices.
No — it's hard-limited: no tax, investment, insurance, or legal advice, no interpreting documents, no refund or premium estimates, no outcome promises, under any phrasing. Advice questions get a warm "that's exactly what your appointment is for" and an offer to book. Ask it "How big will my refund be?" in the demo and watch.
No — it's the front desk in front of it. A scheduling link waits for people who already decided. AppointedAI catches the ones still deciding (the 9 PM visitor with three questions), answers them, captures their contact details, and books them onto your Google Calendar.
You (or we, during white-glove setup) configure everything in your dashboard: services, durations, hours, meeting types, fee policy (quote it or defer it), assistant name. Availability comes live from your Google Calendar. It only speaks from what you've configured — when it doesn't know, it defers and offers the appointment.
About 24 hours, mostly on our side: we configure your business info together, you connect Google Calendar with one click, and you (or we) paste one line of code onto your website. If you don't love your website, we'll build you one with the assistant built in.
The assistant captures names, contact details, and booking requests — it does not collect tax documents, SSNs, or account numbers, and it's instructed never to discuss one client's information with another. Your client files stay in your own systems. We follow privacy-conscious, security-minded engineering practices.
Every conversation's name, phone, and email lands in your dashboard, along with the booking, waitlist entry, or question that came with it. Even a visitor who doesn't book becomes a lead you can follow up with, instead of an anonymous page view.
Ten minutes, on your own services. If it's not a fit, no hard feelings.
hello@appointedai.app
Aledo, TX, serving Weatherford, Willow Park, Hudson Oaks & west Fort Worth
Within one business day, usually much faster.