Platform overview
A call, end to end.Sixty seconds, one field typed.
Every screen in Desk exists to shorten the call, book the slot, or make sure a promise is kept. Here they are in the order a call meets them, and then everything around them.
01 · Intake
Answer, and the form fills itself.
Type the phone number. A returning caller's details are on screen and the script skips what it knows. Every question is a row of chips with a key on each.
More on intakeCaller
+91 98200 11223 Returning · Pooja Reddy
Reason for visit
Preferred doctor
Script: "Is this the first time you're visiting us, Pooja?"
02 · Booking
Offer a slot while they are still on the line.
Free slots for the right resource at the right branch. Pick one and it is held for ten minutes, so nobody else can take it while the call finishes.
More on booking03 · Outcome
A call ends with one key, not a paragraph.
Booked, call back, price enquiry, not interested: each outcome decides the stage, the follow-up and the email. The note is written from the answers.
More on outcomeNote written for you: "Pooja Reddy, returning, tooth pain. Booked Tue 9 Sep 11:30 with Dr. Mehta. Confirmation sent."
04 · Follow-ups
“Call me tomorrow” becomes a task with a time.
Every promise is a follow-up with an owner, a time and a channel. Overdue ones go to a manager; the morning digest lists the day.
More on follow-ups- Ravi NairCall back re: braces quoteOverdue
- Sneha VermaConfirm Thursday 5pmDue now
- Ali KhanSend cleaning priceLater today
05 · The board
Every enquiry, in the stage you named.
New, slot offered, booked, visited for a clinic; enquiry, reserved, seated for a restaurant. Each stage has a colour, a time limit and rules about what can move where.
More on the boardNew2
Slot offered1
Booked3
Visited1
And around it
Every module on the desk.
What the portal's sidebar holds, grouped the way it is. The optional parts, such as check-in or recalls, are switched on or off per workspace.
Front desk
- DashboardToday, your follow-ups, conversion, what is overdue.
- EnquiriesBoard and list, saved views, bulk actions, export.
- BookingsDay, week and resource calendars.
- Waiting roomArrivals, called through, waiting longest.
- Follow-upsThe queue, digest and escalation.
- Due backRecall lists for repeat services.
- ContactsOne record per person, merged and remembered.
Setup