🚀 NDIS Launch Offer: $0 setup for the first 87 providers

Getting Started

This guide will walk you through setting up Call Cleo for your healthcare practice.

Prerequisites

Before you begin, make sure you have:

  • A Call Cleo account
  • Access to your practice management system
  • Your practice’s business hours and service information

Step 1: Account Setup

  1. Sign up for a Call Cleo account
  2. Verify your email address
  3. Complete your practice profile

Step 2: Configure Your Practice

  1. Add your practice information
  2. Set your business hours
  3. Configure your services and practitioners
  4. Customize your assistant’s voice and responses

Step 3: Connect Your Systems

  1. Connect your scheduling system via API
  2. Test the integration
  3. Configure webhook endpoints

Step 4: Go Live

  1. Review your configuration
  2. Enable your assistant
  3. Monitor initial calls and adjust as needed

Next Steps