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.
17 of 110 tutorials
Clients & Marketing
Client records, memberships, rewards, referrals, and campaigns.
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.
Message Templates and Variables
Rewrite what Perceny sends automatically, insert client variables, and build reusable templates for blasts, without breaking the links inside them.
Credits, Segments and Auto Recharge
What a credit buys, why one message can cost two, whose credits get charged, when reminders and other automatic texts use credits (numbers outside the US and Canada), and how to stop them failing because the balance ran out.
Your Texting Numbers
Get the number clients text, pick your default sender, assign numbers to staff, and understand what happens when you remove one or your plan ends.
Who Can Message and Spend Credits
The four messaging permissions, what each one unlocks, and how to let a receptionist answer clients without letting them blast your whole list.
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.
Automatic Confirmation Calls and Callbacks
Have the AI receptionist confirm tomorrow’s unconfirmed appointments, offer a cancelled slot to the waitlist one client at a time, text or call back whoever you missed, and chase a deposit hold before and after it lapses, within the hours you set.
Choose Your Receptionist's Voice
Pick the voice callers hear in each language, play a sample before you keep it, decide how it delivers a greeting or a confirmation, have the greeting offer to book or write it in your own words, and teach it the words it gets wrong.
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.
Your Receptionist's Weekly Digest
Every Monday morning, owners and managers get the AI receptionist's week by email and push: calls answered, bookings and their value, holds placed and paid, hand-offs and why, missed calls and what it did about them, and the top issue from its call reviews. Here is what each line means, who gets it, and how to switch it off.
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.
Set Up Your AI Receptionist
Switch the AI receptionist on, choose where and when it answers, work through its setup checklist, try a conversation before any client does, and change its everyday settings from the dashboard or from the Perceny app.
Settings Reference
Every tab in Features Configuration, switch by switch.
Troubleshooting
Fixing what already happened: wrong payment type, wrong stylist, wrong amount.
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