Welcome to CareResponse Systems

Complete your onboarding below so we can build your system correctly and get you up and running as quickly as possible.

Section 1: Basic business info

Legal Business Name *

Friendly Business Name *

What families see

Address

Street Address

City

State

Country

Postal Code

What is the main phone number you advertise to families? *

(We will use this for call forwarding to your AI receptionist)

Authorized Representative Name & Title *

(Full Name, job position)

Authorized Representative Business Email *

(no Gmail, Yahoo, or Hotmail)

Authorized Representative Phone Number *

(personal cell for 2FA and urgent alerts)

How is your business legally structured? *If you select Sole Proprietor, you do not have a Tax ID. We will register you using the Sole Proprietor A2P path instead.

Business Tax ID / EIN / BN

Required for Corporation, Partnership, and Nonprofit entities. Sole Proprietors skip this field.

Website *

What services do you offer? *

What services do you NOT offer? *

What locations / geographic areas do you serve? *

What are your business hours? *

What languages do you want your system to support? *

Other

Which language should be your primary/default language? *

Time zone *

Section 3: Lead handling preferences

Who should receive new lead notifications? *

What phone number should receive transferred live calls? *

How would you like to handle incoming calls? *

Keep my current number (recommended — we will forward calls and verify it for outbound caller ID)

Use a new dedicated number for tracking & automation

Not sure

Section 4: Booking and calendar setup

Do you want the AI to book appointments directly into your calendar? *

Yes (recommended)

No (just take messages)

If yes, who should receive the booked appointments?

What days/times are available for consultations? *

(We will configure this in your calendar settings)

Section 5: AI Receptionist Setup

Do you want AI to answer: *

immediately

only after missed/no answer

What number should AI transfer urgent calls to? *

What number should AI answer? *

Do you want multilingual enabled? *

yes

Preferred voice? *

female

male

no preference

Should AI book directly? *

yes (recommended)

Should the AI answer after-hours only? *

yes

Do you want calls recorded? *

yes (recommended)

Maximum call transfer attempts?

Common FAQs callers ask *

Emergency disclaimer wording (optional)

Section 6: Messaging and brand voice

What should families call your company? *

How would you describe your tone? *

Are there any words or phrases you want us to avoid?

How do you want to receive AI Voice alerts? *

SMS (immediate)

Email (daily summary)

No alert

Missed / Unanswered Calls (when AI answers instead of you)

Call Transcripts (when a call is completed and ready to review): *

Email with transcript attached

SMS link to transcript

No alert (I'll check the system manually)

Calendar Integration Issues (disconnected, missing meeting link, etc.): *

SMS

No alert

High-Priority Alerts (urgent calls that need immediate follow-up): *

SMS (24/7)

SMS (business hours only)

No alert

If you selected SMS for any of the above, please confirm:

I want SMS alerts 24/7 (evenings and weekends)

I want SMS alerts only during business hours (8 AM - 9 PM local time)

Note: Standard message rates may apply. You can change these preferences at any time by contacting support.

What are your most common FAQs? *

Are there any call scenarios you want the AI to handle differently?

(Examples: urgent calls, pricing questions, after-hours requests)

Please upload any brand assets, FAQs or important documents

PDF, PNG, JPEG, JPG, XLSX, XLS or CSV ( max 20MB Files )

Upload Your Logo (PNG or JPG preferred)

Click to upload

PNG, JPEG or JPG

What happens today when a new inquiry comes in?

What is your #1 goal with this system?

• We review your submission

• We configure your system

• You start receiving and converting inquiries

If we need anything else, we’ll reach out directly.

Welcome to CareResponse Systems

Complete your onboarding below so we can build your system correctly and get you up and running as quickly as possible.

Section 1: Basic business info

Section 3: Lead handling preferences

Section 4: Booking and calendar setup

Section 5: AI Receptionist Setup

Section 6: Messaging and brand voice

What happens next: