Integrations
Scheduling, checkout and inventory live in Sara’s platform. And it connects to your channels and accounts: the clinic’s SMS and Instagram, your phone line, your Google Business Profile, your bank and QuickBooks.
Messages 
Instagram 
Stripe 
Google Business 
Google Ads 
Plaid · bank 
QuickBooks Practices already running on Sara
Laser hair removal
Facial aesthetics
Rhinoplasty
Physiotherapy
Plastic & aesthetic surgery
One platform
Scheduling, checkout, inventory and books in one place.
Each agent, its connections
Sara answers and collects, Mia publishes and measures, Daniel keeps the books.
No medical records touched
No agent reads or stores medical information.
Communication
Sara covers every channel with one history per patient. Mia takes care of what gets published.
Used by Sara
Sara handles conversations around the clock, answers treatment questions, books, collects the deposit with a link and sends reminders and win-back messages in the same thread.
You need: A text line for SMS, connected to the clinic. We set it up during onboarding; your personal phone stays out of it.
See Messages & Instagram 24/7 Used by Sara Mia
Sara replies to DMs and to whoever comments on a post, and takes them all the way to a booked appointment. Mia creates and publishes the content with your brand and measures which post brought inquiries.
You need: The clinic’s Instagram account, authorized.
See Instagram with AI Used by Sara
Sara answers voice calls on your existing number, books within the call and sends the deposit link to the chat. Reminders can also go out by text message (SMS).
You need: Your current line. We connect it during onboarding so the calls the front desk misses go to Sara, or all of them.
See the medical answering service Used by Sara
The same Sara answers your website chat, with the same history as SMS and Instagram. Whoever writes from your site ends up with an appointment booked.
You need: A snippet of code on your site. We set it up with you.
See the channelsScheduling and payments
Sara books on real availability and collects inside the conversation.
Used by Sara
Scheduling lives in the platform: Sara books only open slots, with no double bookings, per provider, room and location. What your team adds gets a reminder and a confirmation too.
You need: Load your services and hours. Coming from AgendaPro, Zenoti or GlossGenius? We import them.
See automatic scheduling Used by Sara Daniel
The payment links Sara sends in the chat (deposit, prepaid consult, gift cards) are processed by Stripe. In the dashboard you see what came in and which appointment it belongs to, and Daniel matches it against expenses.
You need: A Stripe account in the clinic’s name.
See how Sara collects paymentsMarketing
Mia runs the clinic’s presence on Google and Instagram, and sends you the proposal before running it.
Used by Mia Sara
Mia keeps your Google profile complete and current: fresh photos, information, posts, hours. And when the profile slips on the map, she acts. Sara asks for the review after every appointment.
You need: Access to the clinic’s profile.
See SEO with Mia Used by Mia
When it makes sense, Mia builds and runs the campaign, adjusts it and tells you which calls and inquiries it brought. You approve the budget over chat.
You need: The clinic’s Google Ads account, or a new one.
Meet Mia Used by Mia
Mia publishes articles with FAQs on your site that answer what patients are searching for, and watches the metrics: which pages bring inquiries and where visitors come from.
You need: Access to publish on the clinic’s site.
See how to show up in ChatGPTFinance
Daniel connects to the bank and the books, and flags what matters.
Used by Daniel
Through Plaid, Daniel reads the transactions in the clinic’s bank accounts to reconcile, categorize and catch odd expenses or dips in revenue.
You need: Authorize the bank accounts through Plaid. Which banks and countries are covered is reviewed in the demo.
See bookkeeping with Daniel Used by Daniel
Daniel keeps QuickBooks current: matches bank transactions with Sara’s payments, categorizes by treatment line and leaves the books ready for your accountant. No taxes, no payroll.
You need: The clinic’s QuickBooks account.
See bookkeeping with DanielOn purpose
Sara doesn’t touch medical records or clinical software (Dentrix, Open Dental, Doctocliq, Dentalink and the like). Scheduling, checkout and inventory live in her platform; your clinical records stay where they are. No agent reads or stores medical information.
We import what you already have and the team gets to work.
Your services and hours loaded in the platform and a text line. Coming from AgendaPro, Zenoti or GlossGenius? We import them. The phone, Instagram and website chat can be added whenever you want. It’s all done with you.
No. Sara answers on a text line connected to the clinic and on your current phone number. We coordinate it during onboarding; your personal phone stays out of it.
No, on purpose. Scheduling, checkout and inventory live in Sara’s platform; your medical records and clinical software stay where they are. No agent reads or stores medical information.
Sara’s scheduling is her own and lives in the platform. Coming from AgendaPro, Zenoti or GlossGenius? We import your services, prices and patients so you start with everything loaded.
Mia needs access to the Instagram account, the Google Business Profile, Google Ads and your site to publish. Daniel needs the bank accounts authorized through Plaid and the QuickBooks account. They join on the clinic’s same account whenever you want.
Plaid connects with many banks, but coverage varies by country. Which banks and countries it covers for your clinic is reviewed in the demo.
With our team, during onboarding. We import your catalog from your current system, connect the accounts and tune the tone. Nothing to install.
The AI team that never clocks out
Put Sara on your front desk today, and bring in Mia and Daniel when you are ready. Without changing how you work.
