Office Operations Buddy
Office Operations Buddy™
Scheduling · Check-ins · CRM · Billing · AI Ops
See demo UI
One workflow hub · Many business types · AI-ready operations

Your office workflow — in one dashboard.

Office Operations Buddy™ is a configurable operations hub for appointments, check-ins, customers or patients, billing, and services — with built-in AI analysis across the data you generate every day.

Start now Choose your workflow type
What it replaces
Spreadsheets, disconnected systems, and “where did that data go?” dashboards.
What makes it different
It is structured for AI analysis, so your operations can improve over time instead of staying stuck in raw records.
Configurable by domain
Dentist / Spa / Consulting / Tutoring / Studio / Fitness
?at=dentist
  • Customers or patients CRM
  • Bookings and appointment management
  • Check-ins and status updates
  • Billing views and workflow context
  • Analyze with AI from each section
Start AI analytics
Switch domain labels with ?at=dentist, ?at=spa, ?at=consulting, etc.

How it works

The same workflow engine supports different business types. The labels and sections adapt so the system feels native to the way each team already works.

1) Connect or enter your siteId
Use the selector or enter your workflow/site context where applicable.
2) Manage customers or patients
Keep contact details, visits, next bookings, and notes in one place.
3) Book + check-in
Create appointments, update statuses, and keep the front office aligned.
4) Analyze with AI
Open AI analysis on the current section with context passed automatically.

Choose a domain

Same workflow system, different surface language. These links simply set the at parameter.

Dentist
Patients · Appointments · Billing · Services
Spa
Guests · Bookings · Treatments · Check-ins
Consulting
Clients · Meetings · Notes · Follow-ups
Tutoring
Students · Lessons · Attendance · Insights
Studio
Clients · Sessions · Packages · Status
Fitness
Members · Bookings · Check-ins · Utilization

Analyze operations with AI

Each section can open “Analyze with AI” using the current site, section, and filters, so analysis stays relevant and repeatable.

Operational risk spotting
Surface double-bookings, schedule gaps, likely no-shows, and routing opportunities.
Customer or patient insights
Find overdue follow-ups, churn risk, and what the team should prioritize next.
Billing clarity
Review denials, AR risk, and next actions where billing data is available.
What “Analyze with AI” sends
A structured context payload with section, site, and filters, plus a domain-aware prompt.
/dashboard/gpt/?src=officeops&ctx={section:"appointments",site:"123"}&p=Find%20conflicts...
This keeps reporting consistent so managers can compare weekly and monthly analyses instead of starting from scratch each time.
Need a fully connected setup?
We can bundle Office Operations Buddy with Outreach, Social, SMS, Direct Mail, and Analytics so your workflow is connected end-to-end.
Talk to us Start

Pricing

Plans are loaded dynamically from your subscription catalog, so pricing stays aligned with the package configured in SQL.

Office Operations Buddy — Starter

For single-location offices needing appointments, check-ins, and basic workflows.

Starter
$49 /mo
  • 1 location
  • Up to 5 staff
  • Appointments + reminders
  • Check-ins + basic billing
  • Basic AI workflows
  • Domain-adaptive workflow UI
  • AI-ready operations context
Start now

Office Operations Buddy — Growth

For growing offices managing multiple staff and automated workflows.

Growth
$99 /mo
  • Up to 3 locations
  • Up to 20 staff
  • Full appointment workflows
  • Billing + follow-ups
  • AI operations analysis
  • Domain-adaptive workflow UI
  • AI-ready operations context
Start now

Office Operations Buddy — Pro

For multi-location practices needing full workflow automation and AI insights.

Pro
$199 /mo
  • Up to 10 locations
  • Unlimited staff
  • Advanced workflows
  • Billing + claims workflows
  • AI insights + forecasting
  • Priority support
  • Domain-adaptive workflow UI
  • AI-ready operations context
Start now
Office Operations Buddy works especially well for service businesses that need one operating layer for bookings, check-ins, CRM, and AI analysis.

Bring order to the office — then let AI improve it

Start with scheduling and CRM. Add check-ins, billing, and AI analysis as needed. Office Operations Buddy gives you one dashboard to run the flow.

Start now Get a walkthrough