FOR SERVICE BUSINESSES

From first inquiry
to the work that follows.

Clerkora connects website chats and phone calls with the customer details, bookings, and follow-ups your service business needs. Your AI receptionist starts the conversation. Your workspace helps you take it from there.

WORKFLOW ILLUSTRATION WEBSITE CHAT
CLERKORA · BOOKING REVIEWHaircut · October 20 at 10 a.m.
Jordan Morgan · First visit
Would you like to confirm?
Yes, please confirm my appointment.
CONFIRMED APPOINTMENTHaircut · October 20, 10 a.m.

Jordan Morgan · Saved for your team

BUILT FOR THE BUSINESSES THAT KEEP THINGS MOVING
BEAUTY SALONS CONTRACTORS HOME SERVICES

FROM CONVERSATION TO APPOINTMENT

The conversation ends.
The details stay with the work.

A customer asks about a service, shares the required details, and confirms an available time. Your team receives an appointment with the context collected along the way.

  1. 01

    Ask

    A customer starts a website conversation.

  2. 02

    Prepare

    Clerkora gathers the service and required details.

  3. 03

    Confirm

    The customer reviews and confirms an available appointment.

  4. 04

    Manage

    Your team sees the booking and its details in Clerkora.

Example journey · Website chat · Service configured for instant booking

THE CUSTOMER CONVERSATION

Can I book a haircut on October 20?

CLERKORAThere’s an opening at 10 a.m. Is this your first visit?

Yes, it’s my first visit. I’m Jordan Morgan.

BOOKING REVIEWHaircut · October 20 · 10–10:45 a.m.
Jordan Morgan · First visit
Would you like to confirm?

Yes, please confirm.

APPOINTMENT SUMMARY · ILLUSTRATION

APPOINTMENT

Haircut

Jordan Morgan

Confirmed
Date
October 20, 2026
Time
10–10:45 a.m.
Assigned staff
Alex
Deposit
Not required

The same customer, service, time, and intake response—carried into the booking.

YOUR CLERKORA WORKSPACE

Know what came in.
See what needs you next.

Review new leads, customer details, and upcoming appointments in one workspace. Keep deposit requests and follow-up work connected to the customer or booking they belong to.

Workflow illustration · Separate records shown together, not an application screen
CLERKORA.Example business records

LEAD DETAILS

Sam Taylor

New

Inquiry

Service
Interior painting
Source
Website

Contact

sam@example.com

Notes

Two-bedroom apartment in Vancouver. Hoping to start next month; would like to discuss an estimate.

EXAMPLE TEAM ACTION

Review the scope and follow up with Sam.

DEPOSIT REQUEST · SEPARATE BOOKING

Bridal trial

Casey Lee · October 22

Amount
$50 CAD
Method
E-transfer
Status
Awaiting payment

Payment status is tracked separately from appointment confirmation.

The request and its context.

The deposit and its status.

The next action for your team.

BUILT AROUND YOUR BUSINESS

Not every inquiry
should become an instant booking.

Let customers book straightforward services, request work that needs approval, or leave the details your team needs before responding.

APPROVAL REQUIRED

Review the request before committing the date.

Gather the service, preferred date, and requirements. For services that need approval, your team decides whether to confirm the appointment.

Your team reviews the request. The appointment is not confirmed yet.

ILLUSTRATIVE WEBSITE CONVERSATION
CUSTOMER

Could I request a bridal trial on October 22?

CLERKORA

I can submit a request for the available 2 p.m. slot. Your team will need to approve it. Shall I send the request?

CUSTOMER

Yes, please send it for review.

Awaiting approvalCasey Lee · Bridal trial · October 22, 2 p.m.

SIMPLE BY DESIGN

Your services. Your rules.
A shared starting point.

Give Clerkora the business information that guides its answers and booking steps. Start with a draft from your website, review it, and configure your channels before launch.

Request a demo
01

Start with your website

Paste your website URL and Clerkora creates a first draft of your business profile, services, hours, FAQs, and policies. Review everything before you go live.

02

Set how work comes in

Review prices, required questions, availability, and which services need approval. Correct the draft and add anything missing.

03

Connect and test

Set up Website Chat, Phone Receptionist, or both. Install the chat widget or configure phone routing, test the customer experience, then enable each channel when you are ready.

SIMPLE MONTHLY PLANS

Choose your channels.
Find your starting point.

Start with Website Chat, Phone Receptionist, or both. Compare monthly usage and onboarding, with prices shown in Canadian dollars.

Website Chat from $79.99 · Phone from $249 · Both from $299 CAD/month

Core workspace included in every paid plan.

Your dashboard includes leads, customers, services, appointments/bookings, intake, business information and booking rules, and deposit/request tracking. You’re choosing how customers reach Clerkora and how much monthly usage your business needs.

Receive website inquiries and guide customers toward the next step. Includes Website Chat; phone reception is not included.

Create your account to get started. Signing up does not select or purchase a plan.

Chat

$79.99CAD/month

$199 CAD one-time onboardingFirst 10 paying businesses: $0 standard onboarding

Included monthly usage250 AI conversations/month

Create account

Chat Max

$199.99CAD/month

$199 CAD one-time onboardingFirst 10 paying businesses: $0 standard onboarding

Included monthly usage2,000 AI conversations/month

Create account

Founding customer offer: standard onboarding is waived for Clerkora’s first 10 paying businesses. Custom work outside standard onboarding is quoted separately.

What onboarding includes

Help configuring your business information, chosen channels, and launch testing.

01

Business setup

  • Business and account configuration
  • Services, pricing, availability, and booking setup
02

AI configuration

  • Assistant configuration
  • Business-specific guidance
  • Initial FAQs, policies, and customer-response setup
03

Channel setup

  • Website Chat and/or Phone Receptionist configuration, depending on plan
  • Website installation support
  • Phone routing and setup support when applicable
04

Launch support

  • Launch testing
  • Initial quality check
  • Basic support through go-live

Standard onboarding covers a typical single-location service business. Advanced integrations, multiple locations, unusually large service catalogues, custom workflows, or extensive data migration may require additional onboarding quoted before work begins.

What counts as a website conversation?

A conversation is a customer chat session, not each individual message. A new conversation begins after 24 hours of inactivity.

What counts as a receptionist minute?

Receptionist minutes are the time Clerkora spends actively handling connected customer calls, from answer until the Clerkora-handled portion ends or transfers.

What happens as I approach my monthly usage?

No surprise automatic overage charges. At your included allowance, you can choose additional capacity or a higher plan by contacting us.

Usage alerts at around 80% and 95% are planned; automatic notifications are not yet available.

Who qualifies for founding onboarding?

Clerkora’s first 10 paying businesses receive standard onboarding at no charge. Custom work outside standard onboarding is quoted separately. Once all 10 offers are claimed, standard onboarding pricing applies.

Talk with us about the right channel and usage allowance for your business.

READY WHEN YOU ARE

Give your next inquiry
a useful next step.

Bring the conversation, customer details, and work that follows into Clerkora.

Tell us how your business handles inquiries and bookings.