BUSINESS SETUP

Let’s set up your receptionist.

A few details now. Fewer missed opportunities later. Set your hours, connect your work calendar, then add payment for when your trial ends.

  1. 1 Business & booking rules
  2. 2 Google Calendar
  3. 3 Payment & phone setup
YOUR PACKAGE

Start with the right fit.

14 days free with your selected package. Your trial starts when Google Calendar is connected and your texting number is ready. No setup fee.

See everything included

    1. Business information

    The basics we use to personalize your AI receptionist.
    Your Metric Flow dashboard
    After setup, you’ll receive access to your private dashboard. Use it to see customer conversations, booked jobs, appointments, and messages from your AI receptionist. Your dashboard login uses the email and password you enter above.

    2. Business hours

    These hours help Metric Flow understand when appointments can be offered.
    Set your usual hours
    Choose your normal opening and closing time once, then apply it to the days you want.
    to
    Your weekly schedule
    Starts with Monday–Friday, 8 AM–5 PM; weekends closed. Check these hours and adjust before submitting. Times use the timezone selected above.
    Monday
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    Tuesday
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    Wednesday
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    Thursday
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    Friday
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    Saturday
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    Sunday
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    Manage each person’s busy and away time in your workspace. Busy events added directly to the shared Google Calendar keep the whole team unavailable. These hours are for appointments, not emergency call coverage.

    3. Services & emergency rules

    Tell Metric Flow what you do, what you don't do and what requires urgent attention.

    4. Booking preferences

    Set a pace that works for you. You can adjust these later in your dashboard.
    How do you work?

    Your package includes your own schedule.

    How calendar availability works

    Each active technician adds room for bookings. Manage one person’s busy or away time in the app. Busy events added directly to your shared Google Calendar block the whole team.

    Appointment timing
    Your daily booking limit, shared across all technicians if you have a team.
    Lunch & recurring breaks Optional

    Keep a regular break free of appointments. Leave these fields blank if you don’t need one.

    Customer booking options

    5. Customer workflow & notifications

    Customize what Metric Flow asks customers and who should be notified.
    Choose a preferred area code for your new Metric Flow number. Keep your current business number; finish forwarding in your dashboard’s Phone setup guide.
    Metric Flow provides and pays for your dedicated texting number. You keep your current business number. After Calendar and payment, open Phone setup in your dashboard for your assigned number, carrier instructions and a guided test.
    These are built into your receptionist by default — you don’t need to select anything.
    ✓Customer full name
    ✓Service address
    ✓Description of problem
    ✓Urgency
    ✓Preferred appointment

    6. Customer policies & special instructions

    These details help the AI answer common questions correctly instead of making assumptions.

    Your Metric Flow Trial

    14 days free • No long-term contract • Cancel anytime
    14-day free trial · Taxes apply where required

    Payment comes after Calendar.

    After connecting your calendar, you’ll review your package and add a payment method securely with Stripe. Your first monthly payment is due when your 14-day trial ends. We’ll show your exact billing date before checkout.

    Your subscription renews monthly until you cancel in My package in your dashboard.

    Your setup details are securely submitted to Metric Flow when you finish.