NoCrickets — Client Onboarding

01

Business Information

Business Name *

Business Type *

Short Business Description *

One plain-English sentence the bot can use to explain what the business does.

Full Business Address

Website URL

Business Email *

Business Phone *

WhatsApp Number

Preferred Customer Contact

Phone

Email

02

Select Your Plan

Choose your plan first so this form only asks for the setup details that apply to you.

Starter — $100/mo

Bot + lead capture · Website chat

Growth — $150/mo

Bot + lead capture + branded booking page + calendar sync · Website chat + WhatsApp

Pro — $300/mo

Everything + automated email follow-up + monthly campaigns · Website chat + WhatsApp

Add Custom Branding / White-label — +$25 one-time

Unlock the branding section, custom colors, tagline, and white-label presentation

These fields help us safely duplicate the master bot without touching its logic.

Suggested Bot Slug

Used for internal bot naming and future public links.

Webhook Source Label

Used in the lead sheet to identify this bot/client.

02B

Bot Type

Select the type of bot that best describes what this client needs.

Service / Lead Capture Bot

Captures contact info and qualifies leads for service businesses

Booking / Appointment Bot

Guides customers to book appointments online or request a callback

Order Intake Bot

Collects product/part orders and routes them to a team member for confirmation

FAQ / Info Assistant

Answers questions about the business and directs visitors — no bookings or orders

02C

Order Intake Setup

Product Categories

Main categories your store carries

Popular / Sample Products

One product per line. Include reference price if available.

Supported Brands / Vehicle Brands

Fulfillment Options

Pickup / Recoger en tienda Delivery / Envío local National shipping / Envíos nacionales

Delivery / Service Areas

Payment Methods Accepted

Cash / Efectivo Bank transfer / Transferencia Nequi Daviplata Card / Tarjeta Cash on delivery / Contraentrega si aplica

Payment Handling

Bot records payment preference only; advisor confirms later Bot should not ask payment method Bot can answer payment methods only if customer asks

Fulfillment / Success Message

What the bot tells the customer after their order is submitted

Order Bot Rules

These rules are pre-checked and written into the bot's instructions. Uncheck only if not applicable.

Do not guarantee inventory Do not guarantee compatibility Do not finalize payment in chat Do not diagnose mechanical / product problems Human advisor confirms final order details

Photo Handling

Customer can send photos by WhatsApp Bot should not mention photos

03

Hours & Availability

Day	Opens	Closes	Closed

Do you accept appointments, walk-ins, or both?

Appointments only

Walk-ins welcome

Both

ℹ️ The bot will collect your customer's preferred appointment time and log it to your leads sheet. You confirm directly with the customer.

How far in advance do you typically book?

Upcoming closures or blackout dates?

04

Booking Workflow

How should the chatbot handle appointment or booking requests?

Let customer choose: book online or contact me

Contact-me only

Ask customer to call

Ask customer to text

Booking page setup

For Growth/Pro clients, this maps to the bot's BookingURL field.

Use existing booking URL

Create NoCrickets booking page

No online booking

Preferred NoCrickets Booking Subdomain

Normal clients use booking-clientname.nocrickets.co.

BookingURL preview: —

White-label Booking Domain

Optional. Only if they own/control a domain.

Domain/DNS access notes

Who can update DNS if using a white-label booking domain?

Booking rules or notes

Example: new clients need consultations, deposits required, confirmations by phone only

05

Information the Bot Should Collect

Select the customer information your chatbot should collect

Leave anything unchecked if it does not apply.

Other fields to collect

06

Services & Pricing

Any service disclaimers or special notes?

Who are your top 2–3 local competitors?

07

Bot Personality & Language

Preferred Language

English only

Spanish only

Bilingual (both)

Preferred Tone

Formal & Professional

Friendly & Warm

Fun & Playful

What should the bot call your team?

e.g. "our team", "our specialists"

Words or topics to NEVER use?

What is the #1 goal of the bot?

Collect appointment requests

Capture contact info

Answer FAQs

All three

How do you currently greet customers when they walk in or call?

Helps us match your natural voice so the bot sounds like you

08

Additional Customer Questions

Any questions your customers ask that aren't covered by your services or hours?

e.g. parking, cancellation policy, payment methods, age requirements, gift cards

Top customer questions and approved answers

Structured FAQs help the AI answer more accurately. Leave unused rows blank.

09

Escalation & Safety Rules

When should the chatbot stop answering and request human help?

Examples: custom quotes, emergencies, complaints, pricing disputes, special requests

Does your business have urgent situations?

No

Yes

Things the chatbot should NEVER say or promise

Examples: do not guarantee availability, do not diagnose, do not quote exact prices unless listed

10

Lead Capture & Follow-Up

Who receives leads? (Name) *

Who receives leads? (Email) *

How quickly do you follow up?

Preferred Follow-Up Method

Phone

Email

Anything else about your lead process?

✨ Automated email follow-up is included with Pro. Select Pro above to customize this section, or leave it hidden and upgrade later.

11

Branding

Brand Colors

e.g. Navy & gold, pink & white, or hex codes

Tagline or Slogan

placeholder

Other branding notes or preferences

Client Onboarding Questionnaire