Setting up your Support Agent properly ensures it can give guests the right answers, handle bookings and memberships, and manage messages efficiently
Quick Links
At the top of this page, you’ll find a Quick Links section to help you navigate directly to each setup page:
General Setup
Class Descriptions
Memberships
Appointment Services
Cancellation Policy
Freeze Policy
Location Settings
Click any link to go straight to the page you need — no scrolling or searching required.
Why Complete Setup Matters
When each page is completed:
The system will mark it as done, so you can see your progress at a glance.
You’ll know exactly what information is missing.
Your AI will have all the instructions it needs to respond accurately and helpfully.
Completing setup ensures the Support Agent can:
Manage classes, appointments, and memberships correctly
Handle message subscriptions via SMS, email, and WhatsApp
Escalate only when necessary, reducing manual work
Tracking Your Progress
Your dashboard shows how many steps are completed (e.g., 3 / 7).
Unfinished steps are clearly highlighted.
Once a page is complete, it is marked with a “check” indicator, giving you a clear view of what’s left.
By following the Quick Links and completing each setup page, your Support Agent will be fully equipped to support your guests, saving you time and improving customer experience.
Questions?
If you have any questions, please feel free to email us at [email protected].