Sara AI · AI receptionist, marketing and books for your practice

The AI platform for dental offices, med spas and medical practices

Your front desk, books and stock. And the AI team that runs it all.

Scheduling, checkout, inventory and books in one place. And an AI team that runs it: Sara answers and collects, Mia brings in patients, and Daniel reads your bank through Plaid and keeps QuickBooks current. They message you when there is something to decide.

Practices already running on Sara

  • Reception at a FaceUp aesthetic-medicine clinic

    FaceUp

    Aesthetic medicine

  • Facial profile illustrating rhinoplasty at DrReyes

    DrReyes

    Rhinoplasty

  • Physiup, physiotherapy and movement center

    Physiup

    Physiotherapy

  • Consultation at Dres. Sorace & Mendoza, plastic surgery

    Sorace & Mendoza

    Plastic & aesthetic surgery

Try it now

Talk to Sara as if you were a patient.

Pick a type of clinic, tap the button and ask for an appointment. The clinic is fictional, but the schedule, prices and conversation are real.

Sara is listening 0:00

You will need to allow the microphone. The conversation is transcribed to improve Sara. Up to 4 minutes.

Live transcript

    Why now

    Patients already decided how they reach you.

    They expect what they get everywhere else: an instant answer. The practice that answers first keeps the patient.

    01

    They call, then they text

    Most first contacts come in by phone or text, and a big share land after hours or while your front desk is already on a call.

    02

    They wait minutes, not hours

    A callback tomorrow is a booking somewhere else. Interest cools fast, and the decision gets made without you.

    03

    Whoever answers first, wins

    They compare two or three practices and book the one that picks up.

    One platform

    Everything your clinic runs on, in one place.

    Scheduling, checkout, inventory and books, connected. No jumping between five tools or moving data by hand. With the AI team working on top.

    Scheduling

    Appointments by provider and room, deposit collected, no double bookings.

    Checkout

    Take payment at the counter with cash, card or link. Open and close the register with a count.

    Inventory

    Per-branch stock that draws down with every service. It warns you before you run out.

    Finance

    Revenue, margin by treatment and what is still owed. Closed every month.

    Your AI team

    Sara runs the front desk. Mia brings in patients. Daniel keeps the books. All three work on their own and message you.

    Sara Front desk

    11:41 pm, a text.
    11:43 pm, booked
    and paid.

    Nights, weekends and the lunch-hour rush. Without adding one more person to the front desk.

    • Picks up every call and text, 24/7. Phone, SMS and Instagram DMs.
    • Quotes your treatments, fees and real openings. Never makes anything up.
    • Books the appointment and collects the deposit or consult fee in the same conversation.
    • Sends reminders, confirms and reschedules with no one stepping in.
    • Wins back patients who have not been in for months.
    Everything Sara does
    Sara Sara online · replies instantly
    11:41
    Hi! Full legs are $1,950 for a package of 6 sessions, and your first session is free. Want me to book it?
    Yes, anything this week?
    Thursday 5:30 pm or Friday 6:00 pm. A deposit holds the spot, here is the link: pay.holasara.ai/c/aurora-4821
    Thursday
    Payment received. Thursday 5:30 pm is confirmed. I will text you the day before to confirm.
    Hi, tomorrow Thursday at 5:30 pm is your first session. Can you confirm you are coming?
    Yes, confirmed
    Delivered
    Text Message

    And you text her
    like a teammate.

    Here is what it looks like in real life: the doctor asks her to reschedule a whole afternoon, and Sara talks to each patient until everything is sorted.

    1 · You and Sara · you ask her to reschedule
    Sara Sara your assistant, by text
    11:02
    Sara, a surgery came up Tuesday afternoon. Reschedule my patients that day after 2 pm.
    Sure thing, Dr. Reyes. Tuesday after 2 pm you have 3 patients: Laura G. (2:30, cleaning), Mark P. (3:30, consult) and Sophia T. (5:00, follow-up). Should I offer them Thursday or Friday?
    Yes, Thursday first
    Got it. I am texting all three now with Thursday openings and I will confirm as each one lands.
    Let me know if anyone cannot make it this week
    Will do. If someone cannot, I will offer next week and leave it flagged on your calendar so you see it.
    Text Message
    2 · Sara and the patient · she sorts it out
    Sara Sara with your patient
    11:07
    Hi Laura, this is the office. Dr. Reyes had to move his Tuesday schedule and we need to reschedule your 2:30 cleaning. Would Thursday at 3:00 or 5:30 work?
    Oh, sure. Thursday at 5:30 works great
    Done, Thursday at 5:30 is confirmed. Your cleaning stays exactly as it was and you will get a reminder the day before.
    Great, thanks for the heads-up
    Thank you for being flexible. Anything you need, just text me here. See you Thursday.
    Text Message

    Mia Marketing

    It starts in a chat with Mia. It ends on your Instagram.

    Instagram, Google Ads and your Google Business Profile. She pitches the ideas, creates the posts and reels with your brand, writes the blog and fills the gaps in your schedule. She publishes when you say yes and measures in appointments, not likes.

    1 · Mia pitches
    Mia Mia Marketing
    09:12
    Three ideas for this week: what to expect at your first laser session, how many sessions you need, and laser myths. Which one first?
    The first one
    Perfect. It will be ready to approve in your dashboard within the hour.
    Ready. Tap to see it and approve it: clinicaaurora Laser hair removal: what to expect at your first session
    Text Message

    She studies your brand and your feed, and messages you the ideas for the week.

    2 · Mia creates the pieces
    Post · 4:5

    Blog · 800 words

    How many laser hair removal sessions do I need?

    Ready to schedule

    Copy, photo and design with your identity. Post, reel or video.

    3 · You schedule

    September

    MTWTFSS
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    Post · first session

    T 3 · 6:00pm

    Drag the piece onto a day. Nothing goes out without your approval.

    4 · It goes live on Instagram
    CA clinicaaurora

    312 likes

    clinicaaurora Laser hair removal: what to expect at your first session. Step by step.

    camifer_ How much is a consult?

    clinicaaurora Sending you a DM

    Add a comment…
    Published · Thursday 6:00 pm

    Publishes itself when the date arrives. Whoever replies gets booked by Sara.

    Mia sees a slow week. And the team fills it.

    Here is what it looks like in real life: Mia catches the slow days and pitches the promo. You approve, she publishes, and whoever replies gets booked by Sara, deposit collected.

    1 · Mia and you · pitches the promo
    Mia Mia with you, by text
    09:12
    Hey, Thursday and Friday are looking light: 9 open slots between them, almost all in the afternoon.
    Let me put together a promo to fill them: "Botox Thursday and Friday, book with a deposit and get the second area half off." The feed and story pieces are ready, with your brand.
    Yes, but drop the discount to 30%. When would you publish it?
    Set to 30%. I would post today at 6pm, when your account gets the most reach, and repeat the story early tomorrow.
    Perfect, go ahead
    Published. Whoever replies gets booked by Sara with the deposit collected. On Monday I will send you how many appointments came from the promo. clinicaaurora Botox Thursday and Friday: book with a deposit and get 30% off the second area
    Text Message
    2 · Sara and the patient · books the visit
    Sara Sara with your patient
    13:47
    Hi! I saw the botox promo on Instagram. Is it still on?
    It is. Valid Thursday and Friday: book with a deposit and get 30% off the second area. Would this be your first time with us?
    Yes, first time
    Perfect, then the doctor does a short consult in the same visit, at no extra cost. I have Thursday at 4:00 pm or Friday at 11:30 am. Which works better?
    Friday 11:30
    Done, Friday at 11:30 am is booked. Here is the link to pay the deposit, and that confirms it. holasara.ai/pago/8k2f
    All set, paid
    Payment received. Your Friday 11:30 am appointment is confirmed and you will get a reminder the day before. See you then.
    Text Message

    Content with your brand

    reels and posts ready to fill the gaps in the agenda

    Instagram Ads

    campaigns that reach new patients, where they actually look

    Reviews and Google Maps

    asks for reviews at the right moment and keeps your listing sharp

    What Mia does for your clinic every day.

    Sara, Mia and Daniel can start at your practice this week.

    Daniel Finance

    You know what you made.
    And what made you the most.

    Daniel is your practice’s AI bookkeeper. He connects to your bank through Plaid and to QuickBooks, reconciles every transaction, closes the month and tells you the margin by treatment and where next month is heading. When there is money to collect, he hands it to Sara.

    • What you billed and what you kept
    • Margin by treatment
    • Deposits still owed
    • Month closed in QuickBooks
    Connected to Plaid QuickBooks

    Daniel finds money to collect. And Sara goes and collects it.

    Here is the team working together: Daniel spots unpaid deposits, you approve with one text, and Sara writes each patient until the money comes in.

    1 · Daniel and you · flags unpaid deposits
    Daniel Daniel flags how the numbers are doing
    08:30
    Went over the week. Your bank feed came in overnight, and you have $18,400 in deposits still unpaid across 7 upcoming appointments.
    The three largest: Laura G. ($4,500, Thursday), Mark P. ($3,800, Friday) and Sophia T. ($2,900, Saturday). If you want, I will hand them to Sara to collect by text today.
    Yes, go ahead. How much did we recover last month this way?
    Last month Sara recovered $21,300 out of $24,000 pending, almost all within 48 hours. I am sending her the list now and I will let you know as payments come in.
    Perfect, thanks
    Delivered
    Text Message
    2 · Sara and the patient · collects it
    Sara Sara with your patient
    09:05
    Hi Laura, this is the office. The deposit for your Thursday 5:30 pm appointment is still pending. Here is the link to pay it and keep your spot. holasara.ai/pago/3d7q
    Oh, it completely slipped my mind. Until when can I pay it?
    No worries. If you pay today, your appointment stays exactly as it is. If you prefer, I can also move you to another time.
    No, Thursday is fine. Paying now
    Payment received. Your Thursday 5:30 pm appointment is confirmed and you will get a reminder the day before. Thank you, Laura.
    Text Message

    See Sara answering for your practice, live.

    Case study

    FaceUp

    Already running in
    real clinics.

    Sara, at the front desk

    Answers WhatsApp, Instagram and phone 24/7 and books per branch, without the front desk touching a thing.

    Mia, on marketing

    Runs the Instagram, runs the Ads campaigns, and brings new patients to every branch.

    See the FaceUp case
    FaceUp Clinics' website with Sara's chat open, ready to answer.

    Frequently asked questions

    Can patients tell it is an AI?

    Sara introduces herself naturally and talks in your practice’s tone, on the phone and by text. Patients feel they are talking to someone who knows the office, not a phone tree.

    Does Sara answer on my existing phone number?

    Yes. Calls your front desk cannot pick up, and every call after hours, roll over to Sara. Texts and Instagram DMs connect to the accounts you already have. Nobody changes numbers.

    Does she replace my front desk?

    She takes the repetitive part: answering the same questions, confirming appointments, chasing deposits. Your team stays with the patient who is in the office.

    Does Sara touch patient records?

    No. Sara never stores medical records or clinical notes. She works on the conversation and the calendar; your records stay in the system you use today.

    What does Daniel connect to?

    Your bank accounts through Plaid and your books in QuickBooks. He reads the transactions, reconciles the month and flags what changed. When there is money to collect, Sara goes and collects it.

    What do I need to get started?

    The phone line or business number your patients already use, and your services and schedule set up in the platform. We run onboarding with you, so you are not setting anything up alone.

    Can I start with just Sara?

    Yes. Sara is the way in. Mia and Daniel join whenever you want, on the same account.

    The AI team that never clocks out

    Don't let the next 11:41 pm text go unanswered.

    Put Sara on your front desk today, and bring in Mia and Daniel when you are ready. Without changing how you work.

    Sara
    Need a hand?