First Name *

Last Name

Email *

🔹 Section 1: Business Basics

Business Name

Website URL

Business Address

🔹 Section 2: Patient / Lead Handling

Do you want the AI to handle: *

New patients only

Existing patients only

Both

If new patient, what should the AI do?

Book appointment

Qualify first

Send link

Other:

What should AI Do: Other

If existing patient, what should the AI do?

Book appointment

Route to team

Provide info

Take message

Do you offer virtual or telehealth consultation?

In-Office Only

Virtual Only

Both

Are your clinic hours fixed?

Yes

No - hours vary by day or provider.

If yes: What are your operating hours?

Can I walk in for an appointment, or do I need to schedule in advance?

Walk-ins Accepted

Appointment Only

Can I book an appointment online?

Yes

No

Booking links:

If not: how do I make an appointment?

Do You Accept Insurance?

Yes

No

Which insurance plans do you accept?

Do you require referrals?

Yes

No

If Yes: What should the agent say?

Do I need to bring anything specific for my first visit?

Yes

No

If yes: What should I bring?

What can I expect during my first visit?

How long does the first visit usually last?

Is there usually a long wait to get an appointment?

Do you have a cancellation or rescheduling policy?

Yes

No

What's your cancellation or rescheduling policy?

Do you offer financing or payment plans?

Yes

No

If yes: What are the available options?

Are there any discounts or package deals available?

Yes

No

If yes: What types of discounts do you offer?

Do you provide care for all age groups?

Yes

No

If no: What are your age restrictions?

Is your clinic wheelchair accessible?

Yes

No

Does your staff speak multiple languages?

Yes

No

If yes: Which languages?

What should I do if I have a medical emergency?

How do you ensure my personal and medical information stays private?

FAQs you want the AI to answer *

I will share a document or spreadsheet link containing the information my bot should use—such as FAQs, pricing, services, policies, and any other details my clients may ask about.

I will upload a doc and/or PDF containing the information my bot should use—such as FAQs, pricing, services, policies, and any other details my clients may ask about.

No additional resources needed beyond my website.

Document or Excel link

Upload any doc or PDF with details you want your bot to include.

Click to upload

PDF, DOCX, DOC, XLSX, XLS or CSV ( max 3 Files )

🔹 Section 4: Booking & Links

Should AI: *

Book directly

Send link only

Ask questions before booking

Calendar Name

Please note: if you want the AI to book appointments directly, you’ll need to use an FYP calendar or integrate your existing calendar with FYP.

Booking Link

Questions before booking

🔹 Section 5: DEPLOYMENT SETTINGS

💬 Channels to Activate *

Auto Answer AI (Phone AI)

Auto Support AI (Website Chat Widget)

Both

Auto Answer AI choose which level *

Would you like us to embed the chat widget? *

Yes!

No, I will do it myself.

Website Login Details *

Hosting company
Username/Email Address
Password
Do you have SSL Certificate?

☎️ What should happen if AI can’t answer?

Transfer to human

Take message

Transfer to number for Auto answer AI

What schedule should the AI follow?

24/7

Business hours only

After hours only

🔹 Section 6: Notifications & Follow-ups

Email address to receive lead notifications

Enter your notification email