AI chatbot for clinics, spas and salons: answer questions and take booking requests 24/7

CAAC Go gives a clinic, spa, salon or dental practice an AI chat agent that answers visitors from your own treatment menu, prices, hours and policies, day or night. When someone wants to come in, it records a booking request with their preferred time, and your team confirms it. You can tell it to hand questions that need a professional, such as medical advice or special pricing, to your team instead.

Before you start

Your website address, or your treatment menu and price list as a PDF or text.

Your opening hours, address and parking details, first-visit instructions and cancellation policy.

A short list of the services people can request.

Step 1 · Add the content your clients ask about

Your AI answers only from the content you give it, and it's instructed never to invent prices or hours. So start with the facts behind your most common questions.

Data sources → Website → Train my AI

1. Open Data sources → Website, enter "Your website address", choose Entire site (recommended) and click Train my AI. Pages such as pricing, locations, hours, booking and FAQ are read first.
2. Add the rest on the Text, Files and Q&A tabs. Text needs at least 40 characters; files can be PDF, CSV, TXT or MD, up to 20 MB each (save Word or Excel files as PDF first).

Website sources auto-refresh roughly weekly, and you can use ↻ Re-crawl site any time, such as after a price change. Add only public information about your services, never patient records or notes.

Step 2 · Turn on booking requests

Agent → Actions → 📅 Request appointment

1. Open Agent and choose the Actions tab.
2. Check that 📅 Request appointment is on. It's on by default.
3. Under "Services (one per line, optional)", list what people can request, such as "Signature facial", "Teeth cleaning" or "Cut and blow-dry" (up to 20).

The visitor has to give a preferred time, and the AI tells them a team member will confirm it. You get the email "Your AI took a booking request", and the request is listed under Activity with the "Leads & bookings" filter. CAAC Go does not write to a calendar or check availability, so your team confirms every request.

Step 3 · Set the voice and your rules

Agent → Behavior

1. Set Business name to the name your clients know.
2. Under Custom instructions (optional), start from the Appointment booking template, or click ✨ Draft from my business and review the draft.
3. Add your own rules, for example "Don't give medical advice or say whether a treatment suits someone. Offer to bring in the team instead." and "Don't agree to discounts or prices that aren't on our menu."
4. Add one line under Voice & style (optional) and click Save.

Voice & style lines that suit this kind of business:

• "Warm and reassuring; short answers; offer to request an appointment when someone asks about a treatment."
• "Friendly and upbeat, like a salon front desk; mention the cancellation policy when someone books."

Step 4 · Decide what goes to a human

Keep medical or health questions, special pricing that isn't on your menu, and complaints about a past visit with your team.

When it can't answer an in-scope question from your content, CAAC Go tells the visitor the team will check, asks for their name and contact, and flags the chat for follow-up. You get the email "Your AI got stumped — here's the exact question", and the question appears under Data sources → Suggestions, where you can teach an answer. Leave medical questions to your team. The 🤝 Bring in your team action also collects a name and contact and adds the note "🤝 Flagged for your team to follow up".

To reply yourself, open the conversation in Inbox and click Take over. Handoffs where the visitor left no contact details are under Follow-ups. Once they leave an email or phone number or a booking request, the conversation is marked "Lead" instead. When you're done, click ✨ Hand back to AI.

Step 5 · Test it, including other languages

CAAC Go replies in the language the visitor writes in, even if your content is in another language. There's no setting to change.

1. Open Agent and use Chat with your agent.
2. Ask a price, your hours, where to park and how to cancel, plus one question in another language your clients use.
3. Ask a medical question and check that it offers to bring in your team.
4. Try a booking request. Actions are simulated here, so nothing is recorded, but test messages count toward your monthly AI conversations.

Example conversation

Example only: Glow Clinic is a fictional business. Its prices and parking details here come from the content it was trained on.

Visitor: How much is a Signature Facial?

AI: The Signature Facial is $95 for 60 minutes. Would you like me to request an appointment?

Visitor: Is it OK if I'm pregnant?

AI: That's a question for our clinicians, so I won't guess. I'll flag it for the team. What's your name and the best email to reach you?

Visitor: Mei, mei@example.com. Can I come in Saturday morning?

AI: I can send a booking request for Saturday. What time would you prefer?

Visitor: Around 10.

AI: Request recorded — a team member will confirm the time.

Another visitor, writing in Spanish: ¿Tienen estacionamiento?

AI: Sí, hay estacionamiento gratuito detrás del edificio.

Setup checklist

• Treatment menu, hours, parking, first-visit prep and cancellation policy added
• Top questions added as Q&A
• 📅 Request appointment on, with your services listed
• Business name, Voice & style (optional) and custom instructions saved, including your no-medical-advice rule
• Tested in Chat with your agent, in more than one language
• Live from Channels → 💬 Website widget, or shared with 🔗 Share a link now
• Someone on your team checks Inbox → Follow-ups for handed-off questions and confirms booking requests from Activity → "Leads & bookings"

Common questions

Can the AI book appointments straight into my calendar?

No. CAAC Go takes booking requests with a preferred time. It doesn't check availability or write to a calendar, so your team confirms each request with the client.

Will the AI give medical advice?

It answers only from the content you add. Add a rule under Custom instructions (optional) so it offers to bring in your team for medical questions, then check that behaviour in Chat with your agent.

Does it answer outside opening hours?

Yes. It answers 24/7, and there is no business-hours setting. Requests that arrive overnight wait for your team to confirm.

What does it cost?

Free includes 200 AI conversations a month with no credit card; Starter is $29 a month for 2,000. One AI conversation is one AI reply. Booking requests are on every plan; contact CSV export is Starter and up. See pricing.

Try it on your website — no signup — then read Capture leads and booking requests and Human handoff.

Last updated 2026-09-28