Quickstart

Fifteen minutes, start to finish. At the end you will have called your own assistant and heard it book a real appointment onto your real calendar.

Do it in this order. Each step depends on the one before it.

1. Sign in

Go to leadbind.org and sign in. First time through, the setup wizard asks you two questions that change the whole app:

• What kind of work do you do? This is your industry. It changes the words the app uses (a roofer has jobs, an insurance agent has policies) and what the assistant knows how to ask.
• How do you work? Sales, service, or office. This changes your home screen. See Modes and industries.

Get these right now. Changing them later works, but you will re-learn where everything is.

2. Set your hours

Go to Availability. This is the single most important screen in the product, because the assistant will book anything you tell it it can book.

Set:

• Your working hours, per day. Not "9 to 5" if Fridays you stop at noon.
• Appointment length. How long one meeting takes.
• Buffer. Time between appointments so you are not walking in late. Fifteen minutes is a good default.
• Minimum notice. How far ahead someone must book. If you need an hour to get across town, put an hour here.
• Maximum per day. The cap that stops a good day from becoming an impossible one.

Tip: The mistake almost everybody makes is setting no minimum notice, then getting a booking for eleven minutes from now while they are on a ladder.

3. Connect your calendar

Same screen, Connect Google Calendar. Do not skip this.

Without it, LeadBind only knows about the appointments LeadBind made. With it, it reads your existing busy times and will not book on top of your kid's recital.

Full detail: Availability and calendar.

4. Get your number

Go to Numbers. You have two choices:

• Take a LeadBind number. Fastest. You get a local number and you can start using it immediately.
• Keep your number. Point your existing business line at LeadBind, or forward only the calls you do not answer so your phone still rings first.

Most people start with forwarding missed calls only. It is the lowest-risk way to hear what the assistant sounds like on real traffic.

Full detail: Get your number.

5. Tell it about your business

Go to Studio. Write, in plain language, what your business does and how you want calls handled.

You are not programming. You are onboarding a new receptionist. Write it the way you would explain the job to a person on their first day.

Include:

• What you do, and where
• What you do not do, so it stops wasting a caller's time
• What makes a caller worth booking
• What to do with the ones who are not

Full detail: Writing your script.

6. Call it yourself

This is the step people skip and regret.

Call your number. Be a customer. Ask a normal question. Try to book. Then try to break it: interrupt it, mumble, ask something off-script.

Listen for:

1. Does it say it is an AI? It must, and it does. See Disclosing the AI.
2. Does it get your business right?
3. Does it offer times that actually work for you?
4. Does the appointment show up on your calendar?
5. Does the confirmation reach you?

Full checklist: Test before you go live.

7. Turn on speed to lead

Once the calls sound right, go to Automations and turn on speed to lead. Now a new lead gets called back automatically, in seconds.

Start with a short delay rather than zero. A few seconds feels attentive. Instant sometimes feels like a robot caught the form submit, because it did.

Full detail: Speed to lead.

You are live

What to do next, roughly in the order it pays off:

• Reminders and confirmations if no-shows cost you money. This is the highest-return thing left.
• Follow-up sequences for the leads who did not answer the first call.
• Your booking page so you can send a link and let people book themselves.
• AI Access if you use Claude or ChatGPT and want to just ask about your day.

Important: Before you send a single text to anyone, read Consent and opt-outs. Texting rules carry real penalties, and LeadBind can only enforce part of them for you.