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Catchdesk docs
Practical guides for setting up Catchdesk, handling calls, booking safely, texting customers, and running follow-ups.
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Most owners need these first
Choose your industryPick your trade so Catchdesk starts with the right setup defaults.
Set up your AI receptionistGet Catchdesk ready to answer calls with the right business details.
Connect Google CalendarLet Catchdesk check availability and create bookings from calls.
Register for business texting (10DLC)Complete US carrier registration so your texts send reliably instead of getting filtered.
5 guides
Setup
Choose your industryPick your trade so Catchdesk starts with the right setup defaults.
Set up your AI receptionistGet Catchdesk ready to answer calls with the right business details.
Set your assistant name and voiceName your assistant, write its greeting, and choose how it sounds.
Add services and pricesTeach Catchdesk what you offer and which prices it may say out loud.
Build your knowledge baseWrite the answers Catchdesk should give so it sounds like your team.
5 guides
Calls
How Catchdesk handles callsA quick tour of what happens when a customer calls your number.
Set up call transferChoose where urgent or owner-requested calls should be routed.
Turn on call recordingRecord and keep calls so you can review exactly what was said.
Listen to call recordingsReview completed calls when recording is enabled for your business.
Block unwanted callersStop spam and nuisance numbers from reaching your AI receptionist.
5 guides
Scheduling
Connect Google CalendarLet Catchdesk check availability and create bookings from calls.
Change business hoursControl when Catchdesk offers appointments and how it describes availability.
Set vacation modePause booking during temporary closures without losing callers.
Manage bookingsReview, reschedule, and cancel appointments from one place.
How bookings stay safeWhy Catchdesk does not double-book or create appointments by mistake.
3 guides
Messaging
Register for business texting (10DLC)Complete US carrier registration so your texts send reliably instead of getting filtered.
Reply to customers from the inboxSee every conversation in one place and text customers back yourself.
Set your caller ID nameShow your business name when you call customers back.
7 guides
Automations
How automations workA tour of everything Catchdesk can do for you on its own.
Build a follow-up planSet up automatic text sequences that win back leads who went quiet.
Send appointment remindersCut no-shows with an automatic text before each appointment.
Set your texting hoursDecide the window when automatic texts are allowed to send.
Turn on missed-call recoveryAutomatically text callers you missed so the lead is not lost.
Booking confirmations and changesAuto-confirm new bookings and decide who approves cancellations.
Track and control automationsSee every follow-up in progress and stop one whenever you want.
2 guides
Contacts
4 guides
Account
Manage billing and your planFind your plan and usage, and manage payment whether you subscribed on iPhone or the web.
Manage notificationsChoose which alerts reach your phone and email.
Your data and privacyExport your information or close your account when you need to.
Contact supportKnow what to send when you need help from the Catchdesk team.
Need a person?
Contact support
Email info@catchdesk.app with the business name, Catchdesk phone number, and a short description of what happened.