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CompanionBooked

Veterinary CSRs and front desks

Finish the check-in at the counter.
Line three still gets answered.
Finish the check-in first. Line three gets answered.

CompanionBooked is software for veterinary CSRs: phones, texting and online booking that writes into your PIMS. When the whole desk is busy, calls ring a backup phone or get a text back.

  • Calls you can't reach get a text back
  • No retyping into the PIMS
The CompanionBooked home screen for a front desk CSR, with the calls that came in while she checked a pet in: one answered on a backup phone, one texted back and one booked online.

Live in 14 daysNo contract. No setup fee.

  • Your practice number on every text
  • Syncs with your PIMS
  • Booking rules you set
  • Shared desk inbox
  • Emergency words screened

Your day at the desk

Three moments in a CSR's day

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One CSR is checking in a Labrador at 11 a.m., the other is counting out a refill, line two is on hold and line three is ringing. Here is what changes, so you can finish a thought.

Each one gets a text back

CompanionBooked's list of the day's calls the desk couldn't reach, each texted back within seconds, with what each caller did next.

How it works

Running at your desk in 14 days

Our team builds it, brings over your client and pet list and trains the desk.

CompanionBooked set up for the front desk in week one: the practice number moved over, the PIMS connected two-way, and which CSR answers each line.

Our first call maps your phone lines, visit types and booking rules. Then we bring your practice number over and connect your PIMS.

At the desk

Help for your CSRs, not a replacement

Your CSRs stay the voice of your practice. What changes is the backup behind them.

  • 8 a.m. rush

    Calls ring the desk, then the backup

    A pet parent who hits voicemail twice calls the practice across town. Here a call rings every free phone at the desk, then the manager's app, then gets a text back.

    • Press 2 for refills sends those calls to their own line
    • Every call recorded, so you can replay the details
    The call route for the main line: every free desk phone, then the manager's app, then a text back, with a caller booked from the text.
  • 12:30 and 6 p.m.

    The desk can break for lunch

    During lunch and after closing, the AI receptionist answers, says it's an assistant and books routine visits. Whatever it can't settle goes to your CSRs.

    • It gives no medical advice; urgent calls follow your protocol
    • Each call it takes comes with a transcript and a summary
    The AI receptionist's lunch-hour log: calls it booked, and calls it handed to the CSRs with who got each one.
  • The month

    Calls traced to the ad behind them

    Your manager sees calls answered, missed and returned, plus reminders, confirmations and no-shows, month by month.

    • Call tracking by source shows which ad, listing or search sent each new client to your phones.
    • A short monthly report from our team, in plain words.
    CompanionBooked's October call log: each caller, the ad or listing they dialed, how long they talked and who answered or called back.

Also included

  • Texts and calls in Spanish too
  • iPhone and Android app
  • Send photos and clips by text
  • Self-service reschedule links
  • Deposits or card on file to book
  • Birthday and gotcha-day texts
The plan

What else your practice gets on the same plan

Software for veterinary CSRs is one part. Your practice also gets a website we build and marketing we run: ads, SEO and review replies. All three come in one monthly plan, priced on a 30-minute call.

Let us see your desk at its busiest hour

Month to month, no setup fee, live in 14 days, and the demo uses your own visit types, so your CSRs see a day that looks like theirs.

Practice manager on a video call at her desk, going over her phones, website and Google listing
A CompanionBooked notice saying no caller waited on hold through the desk's 10 a.m. rush of 31 calls.

Heard at the desk

  • Ryan D., owner of a vet practice
    Ryan D.Owner, Fenby
    Zero retypedonline bookings

    Online bookings write straight into our PIMS. Our CSRs haven't keyed in a new client since spring.

  • Marisol W., a CSR at a vet practice
    Marisol W.CSR, Bayside
    1 minto a text back

    Line three used to ring out while I checked a dog in. Now that caller has a text before I'm done.

  • Desmond N., a DVM
    Desmond N.DVM, Oakmont
    96%of calls now picked up

    My CSRs thought the AI would take their jobs. It takes the overflow, and they still run the desk.

  • Alana K., a practice manager
    Alana K.Manager, Oaks
    38 fewerrefill calls a week at the desk

    Refill requests come in on a form now. Our desk stopped writing them on sticky notes at the counter.

  • Rohan S., head CSR at a vet practice
    Rohan S.Head CSR, Linden
    22 bookedlunch-hour visits a week

    At lunch the phones get picked up and booked. I come back to summaries, not a blinking voicemail light.

  • Jamie R., operations lead for a vet practice
    Jamie R.Ops lead, Birch
    Down 35%no-shows a month

    No-shows dropped once each reminder carried a reschedule link, and freed slots get rebooked fast.

Desk questions

The desk's first questions

Search a topic, say PIMS or booking, and the list shortens.

6 questions

Will this replace me as a veterinary CSR?

No, the AI receptionist only picks up when every CSR is busy, at lunch or after close, and hands the rest to you.

Can it double-book us?

No, online booking only shows times that are open in your PIMS schedule. Each booking writes straight back into it, so the slot is gone for everyone.

Can I stop too-early or wrong bookings?

Yes, booking rules set which visit types pet parents see, how far ahead they can book and how many fit in a day.

What about urgent cases online?

Urgent cases never reach your schedule: a seizure or heavy bleeding in the reason brings up your number and your chosen ER.

What if a caller wants medical advice?

The call follows your practice's own protocol. The AI receptionist never gives medical advice; it puts the caller through to a CSR, the on-call vet or the ER you choose.

Do pet parents see our number?

Yes, calls and texts come from your practice's own number, and replies land at the desk.

CSRs often search

Not answered here?

Email sales@companionbooked.com with your question. We'll write back, or show your desk on a quick call.

Dana WhitfieldAccount manager

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Your front desk, website and marketing. One team.

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