What your Secretary can and cannot do
A plain list of what the Secretary handles on its own, what reaches you to review, and the lines it will not cross.
Your Secretary is an assistant that talks to customers on your booking page, on your website and on the channels you connect, such as your own WhatsApp number, and to you in the dashboard. It works from your catalogue, your calendar and the knowledge you give it, and nothing else.
On its own, for customers
- Answers questions about your services, prices, durations, hours, location, policies and anything in your knowledge base.
- Checks the live calendar and offers real free slots, respecting your hours, capacity and existing bookings.
- Books the appointment, collects the customer's name and contact details, and takes payment when the service asks for it.
- Sells products: builds a cart, takes payment, and delivers digital products by email on payment.
- Negotiates within a floor price you set, if you allow it.
- Sends the confirmation with a QR code, the reminder before the visit, and the thank-you with a review link after.
- Handles reschedule requests from customers through the link in their confirmation.
- Replies in your dashboard language, or in each customer's own language if you set its personality to Mirror the client.
Switch bookings or sales off
Under Secretary → Settings, open What I can do: the card What your Secretary does has two switches. Both are on to start with, and each one saves the moment you flip it.
- Take bookings. On, the Secretary books clients into your services. Off, it still answers questions about your services, but it does not book them. It tells clients how to reach you instead.
- Sell your products. On, the Secretary helps clients choose your products and buy them, from your items and from your connected online store. Off, it still answers questions about your products, but it does not sell them or take orders. It tells clients how to reach you instead.
The switches apply to your Secretary everywhere it talks to clients, and its opening greeting changes to match. Your booking page's own form is not affected, so clients can still book there. To stop online bookings completely, hide your services in Store.
A switch can only turn something off. With Take bookings on, the Secretary books only when you have a published service that can be booked, and with Sell your products on, it sells only when you have published items or a connected store.
What reaches you to review
You never have to reply to a customer; the Secretary does the talking. What you review:
- Every conversation, as a transcript in Messages.
- Every booking in Appointments, and every order in Orders.
- Anything it did not know. It says so rather than guessing, and the gap is visible in the transcript. Those questions are worth answering in your knowledge base.
- Leads: people who left their details but did not book show under Booking page → Leads with a notification.
- Reviews, which wait for your approval before they appear.
In the dashboard, for you
On the Secretary → Chat tab you can ask it about the business ("What's on my schedule today?", "Who are my top customers?") and give it instructions ("Add a 90-minute deep tissue massage at $110", "Hide the pedicure until Friday", "Add to the FAQ that we are closed on Sundays"). See Talk to your own Secretary.
The lines it does not cross
- It never invents a price, a time or a policy. Live facts come from your catalogue and calendar, even if an old web page says otherwise.
- It does not move money, publish your page or delete history on your behalf.
- It does not book outside your hours or over your capacity.
- It does not share one customer's details with another.
Where it is honest about being an assistant
If a customer asks, it does not pretend to be a person. It presents itself by the name you gave it as your business's assistant.