The complete capability index

Everything Tersavia does, in one place.

Phone, schedule, messaging, forms, CRM, payments, retail, marketing, reporting, and an AI assistant built in. One system, not a stack of add-ons.

Answer the Phone

  • 24/7 AI receptionist in your brand's voice
  • Books, reschedules, and cancels live on the call
  • Knows your hours, services, pricing, and staff
  • Recordings, transcripts, and AI summaries of every call

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Run the Schedule

  • Drag-and-drop team calendar
  • Your own online booking page
  • Per-provider availability, time off, rooms and equipment
  • Two-way Google Calendar sync
  • Waitlist that auto-notifies when a slot opens
  • Staff time clock with check-in kiosk
  • Multiple locations under one account

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Reach Clients Automatically

  • Confirmation, reminder, update, and cancellation texts and emails
  • 48-hour and 24-hour reminders
  • Quiet hours so nothing goes out overnight
  • Check-in confirmations, payment requests, tip receipts, refund notices
  • Waitlist openings, card-on-file requests, intake reminders
  • Opt-outs handled automatically for compliance
  • Every channel controlled independently for owner, staff, and client

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Paperwork, Handled

  • Digital intake forms and waivers signed on the client's phone before they arrive
  • Forms attached automatically to the right service
  • A library of ready-made starter forms to adopt and customize
  • Signed PDFs stored against the client's record
  • Re-sign rules so forms refresh on your schedule

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Know Your Customers

  • One customer record across calls, bookings, and marketing
  • Visit history, spend, notes, and tags
  • Private treatment and SOAP notes
  • Lead tracking from first inquiry to booked client
  • Import your existing list from your current platform

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Get Paid

  • Pay online, in person, by text link, or saved card
  • Card readers for in-person checkout
  • Point-of-sale for services and products together
  • Deposits and no-show protection
  • Tipping, discounts, refunds, digital receipts
  • Cash drawer tracking and daily close-out

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Sell More

  • Retail catalog with live stock tracking
  • Memberships that bill automatically with loyalty points
  • Multi-visit packages paid up front or monthly with session tracking
  • Gift cards, custom amounts or seasonal promos, redeemable at checkout

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Market Automatically

See the Numbers

  • Daily plan for the day ahead
  • Transactions, revenue, payment distribution
  • Cancellations and no-shows
  • Failed and outstanding payments
  • Product and retail sales
  • Staff timecards, commissions, payroll
  • Membership, points, and marketing performance

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Just Ask Fiona

  • An AI assistant built into your portal — type or talk
  • Books appointments, looks up clients, checks the schedule, manages memberships, pulls reports
  • Only touches the modules you've given her access to
  • Always confirms before anything irreversible, and logs every action

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Built Around Your Business

  • Turn on only the modules you need, add more anytime
  • Staff logins with granular control, view-only or full access, module by module
  • A knowledge base that feeds everything — the AI receptionist, your booking setup, and your marketing copy
  • Guided setup checklist and built-in help docs
  • Your own branded booking, tip, and payment pages

The booking platform is free. Marketing, AI Reception, and Paid Ads are optional, priced and explained in full on the pricing page.

See pricing

Book your free setup

15 minutes · no card, no contract · free with Tersavia processing