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Catchdesk docs

Practical guides for setting up Catchdesk, handling calls, booking safely, texting customers, and running follow-ups.

31 guidesLast updated June 27, 2026

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Setup / 2 minChoose your industryPick your trade so Catchdesk starts with the right setup defaults.Setup / 5 minSet up your AI receptionistGet Catchdesk ready to answer calls with the right business details.Scheduling / 3 minConnect Google CalendarLet Catchdesk check availability and create bookings from calls.Messaging / 10 minRegister for business texting (10DLC)Complete US carrier registration so your texts send reliably instead of getting filtered.

5 guides

Setup

Get the receptionist, services, and knowledge ready before customers call.
Choose your industryPick your trade so Catchdesk starts with the right setup defaults.
2 min
Set up your AI receptionistGet Catchdesk ready to answer calls with the right business details.
5 min
Set your assistant name and toneName your assistant, write its greeting, and choose how it sounds.
3 min
Add services and pricesTeach Catchdesk what you offer and which prices it may say out loud.
5 min
Build your knowledge baseWrite the answers Catchdesk should give so it sounds like your team.
6 min

5 guides

Calls

Control live calls, transfers, recording, vacation mode, and caller handling.
How Catchdesk handles callsA quick tour of what happens when a customer calls your number.
3 min
Set up call transferChoose where urgent or owner-requested calls should be routed.
2 min
Turn on call recordingRecord and keep calls so you can review exactly what was said.
3 min
Listen to call recordingsReview completed calls when recording is enabled for your business.
1 min
Block unwanted callersStop spam and nuisance numbers from reaching your AI receptionist.
2 min

5 guides

Scheduling

Connect calendars and understand exactly how Catchdesk books safely.
Connect Google CalendarLet Catchdesk check availability and create bookings from calls.
3 min
Change business hoursControl when Catchdesk offers appointments and how it describes availability.
2 min
Set vacation modePause booking during temporary closures without losing callers.
2 min
Manage bookingsReview, reschedule, and cancel appointments from one place.
2 min
How bookings stay safeWhy Catchdesk does not double-book or create appointments by mistake.
2 min

3 guides

Messaging

Register SMS and configure the text settings customers see.
Register for business texting (10DLC)Complete US carrier registration so your texts send reliably instead of getting filtered.
10 min
Reply to customers from the inboxSee every conversation in one place and text customers back yourself.
2 min
Set your caller ID nameShow your business name when you call customers back.
2 min

7 guides

Automations

Recover missed leads, send reminders, and manage follow-up sequences.
How automations workA tour of everything Catchdesk can do for you on its own.
4 min
Build a follow-up planSet up automatic text sequences that win back leads who went quiet.
6 min
Send appointment remindersCut no-shows with an automatic text before each appointment.
2 min
Set your texting hoursDecide the window when automatic texts are allowed to send.
2 min
Turn on missed-call recoveryAutomatically text callers you missed so the lead is not lost.
2 min
Booking confirmations and changesAuto-confirm new bookings and decide who approves cancellations.
3 min
Track and control automationsSee every follow-up in progress and stop one whenever you want.
2 min

2 guides

Contacts

Keep customer history, notes, tags, and caller details organized.
Customer history and profilesSee who is calling, what they asked before, and keep notes that stick.
2 min
Pause the AI for a customerHandle a sensitive conversation yourself without turning anything off.
1 min

4 guides

Account

Manage billing, purchases, support, and account-level questions.
Manage billing and your planFind your plan and usage, and manage payment whether you subscribed on iPhone or the web.
3 min
Manage notificationsChoose which alerts reach your phone and email.
2 min
Your data and privacyExport your information or close your account when you need to.
2 min
Contact supportKnow what to send when you need help from the Catchdesk team.
1 min

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Email [email protected] with the business name, Catchdesk phone number, and a short description of what happened.