Getting started with Convo is simple.
We'll help you get Convo running alongside your current system — no rip-and-replace required.
Chat
Customer reaches out
Calendar
Booking confirmed
Team
Staff notified
Insights
Actions surfaced
How onboarding works
Four straightforward steps. You're in control the whole way.
Request access
Tell us a bit about your business. We'll confirm fit and schedule a short kickoff.
- Quick form, no commitment
- We'll reach out within 48 hours
Add your basics
Services, prices, staff, and hours. If you already have this elsewhere, it's quick.
- Import from existing system if available
- We help with setup if needed
Turn on channels
Start with chat only, or add calls and SMS when ready.
- Enable features at your pace
- No pressure to use everything
Go live gradually
Run Convo internally first, then make it public when you're comfortable.
- Test with your team first
- Full control over visibility
Request access
Tell us a bit about your business. We'll confirm fit and schedule a short kickoff.
- Quick form, no commitment
- We'll reach out within 48 hours
Add your basics
Services, prices, staff, and hours. If you already have this elsewhere, it's quick.
- Import from existing system if available
- We help with setup if needed
Turn on channels
Start with chat only, or add calls and SMS when ready.
- Enable features at your pace
- No pressure to use everything
Go live gradually
Run Convo internally first, then make it public when you're comfortable.
- Test with your team first
- Full control over visibility
What we need from you
A short checklist to get you started. Nothing complicated.
Business basics
- Name
- Location
- Time zone
- Phone number
Services
- Service name
- Duration
- Price
Team
- Staff names
- Working hours
- Optional specialties
Policies
Optional- Cancellation window
- Deposits (if any)
- Reminder preferences
Existing system
Optional- If you use Fresha, MangoMint, or something else — Convo can layer on top.
Most owners already have this info. No migration required.
What you get on day one
Everything you need to start running your front desk with Convo.
Owner Console
Your command center
- Manage services and pricing
- View team schedules
- Access insights and trends
Employee Portal
Keep your team in sync
- View upcoming appointments
- Acknowledge bookings
- Update status in real-time
Customer Booking
Natural, conversational
- Chat widget for your website
- Voice when you're ready
- 24/7 availability
Insights & Actions
Guidance, not just data
- No-show trends
- Booking patterns
- Recommended next steps
Go live without risk
You don't have to flip a switch and hope for the best. Roll out Convo at your own pace.
Start internal only
Your team tests before customers see it.
Keep your current booking tool
Convo layers on top — no replacement needed.
Enable features gradually
Chat first, then voice, then SMS. Your choice.
You're always in control.
Internal
Test with your team. See how Convo handles requests before going public.
Partial
Enable for select customers or channels. Build confidence gradually.
Full
All channels live. Convo handles your front desk completely.
Security & control
Built with trust in mind.
Owner vs employee permissions
Control what each team member can see and do.
Human escalation when AI is unsure
Convo hands off gracefully, never guesses.
Audit trail for changes
See who made changes and when.
Minimal data required
We only collect what's needed to operate.
Onboarding FAQ
Common questions about getting started.
Ready to get started?
We onboard a limited number of businesses at a time to ensure everyone gets the attention they deserve.