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Latchbird · Setup request

Start with how your business works.

Tell us what kind of work you do, where new leads come from, and what a useful response and booking flow would look like for your team.

No account or sign-in is needed.This request is for planning only. Do not include passwords or system access credentials.

01

Business details

02

Response and booking

A first look at your workflow

Tell us about your setup

01

Business and contact

02Where new leads come from

Choose all that apply.

03

Desired response

What should happen when a new lead calls or sends an inquiry?

04

Desired booking workflow

Share how you decide whether and when a job should be booked.

Optional planning detailsAdd context about hours, coverage, response channels, booking, emergencies, qualifying questions, and common customer questions.7 optional areas
Channels for lead response setup Optional

Choose which channels a future response setup should handle. These are planning preferences only; nothing is connected or active by making this request.

05

Business hours for setup

Share the hours to consider during setup. This is planning information only and does not configure or activate a workflow.

06

Service areas for setup

Share the locations and boundaries you want considered during setup. This is planning information only; it does not mean service coverage or a workflow is configured.

07

Appointment availability and booking rules

Optional planning notes only. Sharing this does not grant Latchbird calendar access, book appointments, or activate a workflow.

08

Emergency handling notes

Share any guidance for urgent inquiries and who your team should escalate them to. These are setup notes only; submitting them does not enable call transfers or configure an external service.

Planning notes only. No call transfer or external service is configured by this request.

09

Qualifying prospective customers

Share the questions or details your business wants to collect from prospective service customers. This is planning input only and does not start an active qualification workflow.

10

Common customer questions and answers

Optional setup-planning details. Sharing answers does not configure or activate an automated or AI response workflow.

Submitting this form does not grant access to your phone, messaging, or calendar tools, book appointments, or activate a workflow.