Onboarding Questionnaire
Personal & Business Details
Full Name
*
Email
*
Phone
*
Company Name
*
Exactly as written in your company registration form
Business Address
*
Exactly as written in your company registration form
Business Website
*
Your main website link so we can train your AI system correctly.
Business Registration Number
*
Your official company/LLC registration or license number.
Proof of Address for Regulatory Address
*
For your phone number's local verification
Upload Your Logo
*
JPG, JPEG OR PNG FILE
Your logo will be used inside the AI chatbot, booking pages, and review system.
Short Business Description
*
A brief 1–2 sentence explanation of what your business does.
Service Information
List all services you offer
*
Enter every service you provide so the AI can understand what your business offers.
Pricing spreadsheet
GIve the share link of the pricing spreadsheet you just completed
Service Area
Postcodes you cover
*
List all postcodes or areas you serve so the AI only books valid customers within your service zone.
Business Hours
Service hours
*
The hours when your team is available to perform jobs or appointments.
Phone answering hours
*
Times when calls can be answered — either by your team or by the AI caller.
Business opening hours
*
Your general operating hours. Used by the AI to set expectations for customers.
FAQs / Knowledge Base
List your frequently asked questions
*
Add the common questions customers ask so the AI can answer them instantly and accurately.
“Before we arrive” instructions
*
Tell customers how to prepare before your team arrives for the service.
“What to expect” instructions
*
Explain what happens during your service step-by-step so the AI can set clear expectations.
