Front-desk operations,
handled with care.
Ivy captures intake, manages availability, routes requests, and keeps follow-up moving for high-trust service teams.
The front desk was never meant to carry every conversation.
Calls, intake, scheduling, reschedules, reminders, and follow-up all compete for the same attention.
In-room attention breaks
Staff get pulled away from the person in front of them.
Ready clients wait
Long holds turn high-intent requests into lost appointments.
After-hours goes cold
Requests arrive after close and sit until morning.
Intake gets incomplete
Rushed details create back-and-forth before anything can move.
Follow-up slips
Reminders, confirmations, and reschedules fall behind on busy days.
Sensitive requests vary
High-trust conversations need the same calm process every time.
Every request follows a clean path.
Ivy standardizes intake, routing, availability, and follow-up so the front desk stays consistent under pressure.
Structured intake
Every request starts with the details your team actually needs.
Clean handoff
Staff receive a clear summary without digging through voicemail or call notes.
Availability control
Ivy follows your hours, providers, services, and scheduling rules.
Follow-up discipline
Reminders, reschedules, and next steps keep moving without relying on memory.
Careful handling
Sensitive requests are captured clearly and routed with the right context.
Team visibility
The front desk sees what came in, what was booked, and what still needs attention.
A calmer path for every request.
Ivy moves each request from greeting to scheduling, routing, confirmation, and follow-up.
- 01
Greet
Ivy answers in a calm, consistent voice.
- 02
Capture details
Name, request type, preferred time, service, provider, and relevant notes.
- 03
Schedule or route
Ivy offers available times or sends the request to the right team.
- 04
Confirm next step
The caller gets a clear next step: booked, held, routed, or follow-up needed.
- 05
Follow up + alert
Reminders, reschedules, and team summaries keep the request moving.
Built for the requests your front desk cannot always catch.
Calm, structured handling across the businesses that live and die by their intake.
New patient appointment
Ivy captures the reason for visit, preferred time, and intake details, then routes or books the next step.
Cleaning or checkup request
Ivy handles routine appointment requests, confirms provider rules, and sends reminders.
Consultation request
Ivy captures treatment interest, preferred timing, and fit details before routing to the team.
New client intake
Ivy collects matter details with a calm, discreet tone and routes the request to intake.
Claim or policy question
Ivy captures policy details, request type, and routes the question to the right desk.
Showing request
Ivy confirms property interest, availability, and books or routes the showing request.
Composed and live in days.
Connect your line and calendar
Point your number and connect scheduling tools.
Define services and availability
Visit types, providers, hours, and booking rules.
Map routing paths
Who handles what, and how sensitive requests are routed.
Test real intake scenarios
New client, reschedule, after-hours, and follow-up flows.
Launch controlled
Start with overflow or after-hours, then expand once proven.
Give every front desk a calmer way to operate.
Build an Ivy operator around your services, availability, routing rules, and follow-up process.