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Front Office

Welcome. Here is what to do first

These steps are the same for everyone who starts a Front Office plan. This page cannot see your account or your payment: your email and your login are where those show.

  1. Look for two emails

    A receipt for your payment, and an email headed "Activate your account" when your account is set up. Open the link in it to choose your password. If neither arrives, check your spam folder.

  2. Log in

    At app.kavalo.ai, with the email you paid with and the password you chose.

  3. If the link has expired or you forgot your password

    Ask for a new one from the login page at app.kavalo.ai. If that does not work, email zac@kavalo.ai from the address you paid with.

  4. Make it yours

    Your plan's first steps are below.

  5. Before you text customers

    Texting needs a phone number and a one-time business texting registration with the carriers, started from your account. Approval usually takes a few days and can take a few weeks, and the registration fees are passed through at cost.

Website

You set up before it works

  • Fill in your business details: name, phone, email, address, hours, prices, service area, cancellation policy, and your review, social and directions links. Until you do, the template shows sample text in their place.
  • Put yourself or a staff member on the booking calendars, so someone is told when a booking comes in.

What the plan includes

  • Your website from our industry templates
  • An online booking calendar
  • A contact form that collects inquiries
Essentials

You set up before it works

  • Fill in your business details: name, phone, email, address, hours, prices, service area, cancellation policy, and your review, social and directions links. Until you do, the template shows sample text in their place.
  • Put yourself or a staff member on the booking calendars, so someone is told when a booking comes in.
  • Switch on the automations you want, such as reminders, missed-call text back, review requests, invoice reminders and follow-up for new inquiries. They arrive switched off, so nothing goes to your customers until you choose.

What the plan includes

  • Everything in Website
  • A customer list and sales pipeline
  • Email and text reminders
  • Waivers, courses and memberships
  • Invoices and online payments
  • Text-to-pay
  • An app for your team
  • A connection to QuickBooks
Autopilot

You set up before it works

  • Fill in your business details: name, phone, email, address, hours, prices, service area, cancellation policy, and your review, social and directions links. Until you do, the template shows sample text in their place.
  • Put yourself or a staff member on the booking calendars, so someone is told when a booking comes in.
  • Switch on the automations you want, such as reminders, missed-call text back, review requests, invoice reminders and follow-up for new inquiries. They arrive switched off, so nothing goes to your customers until you choose.

What the plan includes

  • Everything in Essentials
  • AI chat on your website, texts, Facebook and Instagram
  • Missed-call text back
  • Review requests sent automatically
AI Ranch Hand

You set up before it works

  • Fill in your business details: name, phone, email, address, hours, prices, service area, cancellation policy, and your review, social and directions links. Until you do, the template shows sample text in their place.
  • Put yourself or a staff member on the booking calendars, so someone is told when a booking comes in.
  • Switch on the automations you want, such as reminders, missed-call text back, review requests, invoice reminders and follow-up for new inquiries. They arrive switched off, so nothing goes to your customers until you choose.

What the plan includes

  • Everything in Autopilot
  • An AI phone that answers your approved questions day and night
  • Call summaries and transcripts in your customer list

What a status means

Your emails and your account may use these words. This page does not know which applies to you.

Payment confirmed
Your card was charged and a receipt was emailed to you.
Trial started
Your plan began with a free trial. It becomes a paid plan when the trial ends unless you cancel first.
Provisioning pending
Your account and your template are being set up. You get the "Activate your account" email when they are ready.
Account ready
You can log in at app.kavalo.ai.
Needs attention
Something in the setup needs a person. We email you, and you can email zac@kavalo.ai.
Status unavailable
The status could not be read. Your payment and your account are not affected by this page; check your email or log in.

Questions about a charge, or want to cancel? Email zac@kavalo.ai, or see cancelling in our terms.