Explain the options
Answer questions using your approved service descriptions, opening hours and membership information. Keep the source material current when your classes, packages or policies change.
Answer practical questions about your studio, capture interest and pass appointment or membership requests to the right person.
Prospective members want to understand your services, opening hours and how to get started. Existing customers may need help finding the right contact for an appointment or membership question. Chad uses the business information you provide to guide those conversations and collect the details needed for follow-up.
Answer questions using your approved service descriptions, opening hours and membership information. Keep the source material current when your classes, packages or policies change.
Ask which service the person is interested in, how to contact them and any scheduling preferences your intake process needs. Send the inquiry through a configured lead workflow for staff follow-up.
Route individual service recommendations, membership exceptions and requests outside the configured workflow to your staff. Set clear boundaries between an inquiry, a booking request and a confirmed appointment.
WhatsApp and web chat can support front-desk inquiries, with Monday.com available for configured lead delivery. Direct appointment or class booking depends on your scheduling provider and supported actions. Bring the tools you use to a demo so we can establish what can connect and where staff handoff is needed.
Explore supported integrationsChoose one inquiry flow to start: a first visit, a membership question or a request for staff contact. Provide the relevant service information and intake questions, then test what happens when the request is complete, missing details or needs a person. Keep individualized advice with your qualified staff.
A prospective member asks about an introductory session. Chad answers from the studio’s supplied information, collects their preferred contact method and passes the request to staff. Appointment confirmation follows the studio’s configured booking process. This is an example workflow to evaluate with your team.
No universal class-calendar connection is assumed. We need to verify your provider and the operations it supports. Inquiry capture and staff handoff can be scoped separately from direct booking.
Use Chad for business information and administrative inquiries. Individual suitability questions should be routed to the appropriate member of your team.
Start with service descriptions, hours, contact routes and the policies relevant to the selected workflow. Decide which customer details are necessary for the handoff.
Explore service booking workflows or explore all industries.
We’ll walk through the workflow, connected tools and handoffs with your team.