Client Onboarding Guide
Welcome aboard.
Let’s set up your booking assistant.
A simple, step-by-step guide to getting your AI chatbot and booking automation live — with most of the work handled for you.
What to expect
Three easy steps to live
Getting started is simple. You’ll spend a little time up front, join one short call with us, and then we take it from there. The heavy lifting is on us.
1
You send us your info
Fill in the simple setup form — services, hours, team, and a few quick settings. Done in one sitting, most fields take seconds.
2
One short setup call
A friendly 30–45 min screen-share where we connect everything together. Easy, guided, and the only hands-on step.
3
We build & you go live
We configure your AI assistant, test it, and hand it back ready to take bookings. Usually within 48 hours.
The setup form
What we’ll ask for
1
Your business
Name, type, contact, address, languages
2
Services & pricing
Full menu with prices, durations, categories
3
Hours & slots
Opening hours + appointment slot lengths
4
Staff & stylists
Names, roles, specialties (if applicable)
5
Chatbot voice
Brand tone + 13 quick behaviour settings
6
Photos & deposits
Gallery links + optional deposit preferences
7
Calendar & alerts
Google Calendar sync + notification numbers
The setup call
What we set up together
WhatsApp Business
We connect your WhatsApp number to the AI assistant. All bookings, confirmations and reminders flow through here.
Google Calendar
Your appointments sync directly to Google Calendar so your whole team stays aligned — no double-booking.
After go-live
What we handle for you
AI chatbot answers customer questions 24/7
Booking confirmations sent automatically
Appointment reminders (24h + 1h before)
Cancellation & reschedule handling
Ops team alerts for new bookings
Monthly improvements & tuning
Ready?
Fill in the setup form — takes about 10 minutes.
Once we receive it, we’ll be in touch to book your setup call and get your assistant live.
Start the setup formenquiry@otomoai.com.my+60 11-1193 8801otomoai.com.my