Booking requests
Review a proposed booking change and confirm the exact details before it is saved.
Booking requests
In Managed: Part of your Managed workspace
Managed AI · Starter & Growth
Ask for help with the work around each booking
Type or speak a request for help with bookings, client notes and website copy. Review what the copilot prepares and confirm the exact booking change before it is saved.
Managed AI is available on Starter and Growth. Practitioners handle clinical decisions; staff permissions apply.
See AI Copilot and Analyst in 40 seconds.
No sound required
Follow Cosmetic Clinic as Amelia reviews an appointment summary, prepares an administrative client note, requests a revision and explicitly approves saving it.
Read the video summary
- 00:00
Ask about a defined period
Cosmetic Clinic’s summary for 12–18 October 2026 shows 14 completed appointments, two cancellations and one no-show. The figures describe recorded appointment activity.
- 00:09
Prepare a client note
The copilot drafts an administrative note for Sophie Clarke using Amelia’s information. It stays a draft until Amelia approves saving.
- 00:19
Request a revision and review
Amelia asks for a revision in chat, checks the new wording and explicitly approves the note, then waits for saving to finish.
- 00:29
Confirm the saved result
The saved note appears in Sophie’s client record. AI Copilot and Analyst requires Starter or Growth and the appropriate record and approval permissions.
Keep bookings and everyday admin moving
Turn everyday requests into drafts and booking changes your team can review.
Client notes
Prepare a draft note for your review before adding it to the record.
Client notes
In Managed: Part of your Managed workspace
Website copy
Draft website content for an authorised team member to review and approve.
Website copy
In Managed: Part of your Managed workspace
Team permissions
Keep each request within the staff member’s access to records and actions.
Team permissions
In Managed: Part of your Managed workspace
Turn a request into a reviewed result
Keep the client, draft and confirmed next step together.
1
Ask in plain language
Describe the admin task you want help with.
2
Check the draft
Review names, dates and content before approving anything.
3
Confirm changes
Approve a booking update explicitly before it is saved.
Questions about the AI copilot
Get everyday admin off your list
Bring a booking task or client note to a demo and see how a reviewed request becomes a saved result.