How to Set Up Phones, Voicemail, and AI Answering in Your Wellness BrandPack
Get your business phone system working even when you’re not available
If your phone isn’t set up, you’re missing out on bookings. But you also don’t want to be tied to it 24/7.
Your Wellness Brand Pack includes everything you need to stay reachable... including voicemail, call forwarding, and an AI assistant that can handle calls and even book appointments for you.
Let’s walk through how to set it up so you never miss a potential client.
Get Your Business Phone Number
Inside your Marketing OS, go to Settings > Phone Numbers and click Add Number.
- Choose your country
- Add your area code (like 737 for Central Texas)
- Pick from the list of available numbers
- Cost: about $1.15/month
- Your bundle includes $10 in credits, so you’re covered for a while
You’ll need this number to send appointment texts and receive calls.
Register for Messaging Compliance (A2P)
To make sure your texts don’t get blocked:
- Go to Trust Center
- Complete Brand Registration and Campaign Registration
- The system will guide you through the info you need
✅ This keeps your texts from getting filtered out and ensures you're following carrier rules.
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Set Up Call Forwarding & Voicemail
Want calls to ring your personal phone? Set up forwarding.
Can’t answer every call? Upload a voicemail greeting. Just record on your phone, then upload:
“Hi, this is [Your Name]. Thanks for calling [Your Business]. Leave a message and I’ll get back to you soon!”
You can also create automations to send a quick text reply when someone leaves a voicemail.
Install the LeadConnector App
Download the LeadConnector mobile app so you can:
- Get call alerts
- Answer from your phone or app
- Receive notifications for missed calls and voicemails
Perfect for staying in the loop without being tied to your desk.
Use AI to Answer Calls and Book Appointments
Too busy to answer? Let the Voice AI Agent handle it:
- Create an AI agent with your business name and greeting
- Choose a voice and behavior style
- Set it up to offer appointment times and book directly
- Teach it basic business info (but don’t use it for expert advice)
Example: If someone calls for a doula consult, the AI can book them straight into your calendar, even if you're with another client.
✅ Make sure to connect it to your preferred phone number and set notification preferences.
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With your phone system set up, you can:
- Send reminders and texts
- Forward calls to your device
- Let voicemail or AI handle things when you're busy
- Stay compliant with text regulations
📞 Next Step: Buy your number, upload a voicemail, and test it out with a friend.
Action Plan
Frequently Asked Questions
