Learn Perceny, One Task At A Time
Short, practical walkthroughs for the things you actually do: booking a client, splitting a service between two stylists, fixing a payment that was rung up as cash, and every setting in between.
6 of 110 tutorials
Messaging & Inbox
The two-way inbox, templates, your texting numbers, and what credits pay for.
The Two-Way Inbox
See and answer every client text and email in one thread, from the same page, including the replies to your automatic reminders.
Transfer a Call to a Team Member
Put a live call through to a colleague by picking their face, take it yourself in one tap, and tell the AI receptionist which team member its hand-offs should ring or text.
Read Your Receptionist's Call Quality
Every call the AI receptionist takes carries a quality line once its review is due: what it came to, how long the caller waited for its first word, how often it was cut off or had to ask again. Here is how to read it, where the 7- and 30-day rollup lives, and how the week's reviews turn into notes you can accept, edit or dismiss.
Tell Your Receptionist How Clients Book
Write, in your own words, how clients book with you, so the AI receptionist answers "how do I book?" the way you would, with your online booking link still given.
What the AI Receptionist Remembers About Clients
How the AI receptionist keeps a few lines about each client between calls and texts, uses them to lead a regular with "same as last time?", what it never keeps, and how to read or clear those notes.
Check What Your AI Receptionist Booked
Every booking the AI receptionist makes, by phone or by text, is listed under Messaging → AI Bookings with where it stands: booked, held for a payment, expired unpaid, awaiting your approval, or cancelled. Here is what each status means, why an unpaid hold disappears from the calendar, and how to confirm or decline a request from the list.
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