How to use Corework

Everything in Corework hangs off a business: your customers, bookings, messages, voice calls and billing all live inside it.

1. Sign up with your work email, then confirm the link we send you.
2. On the onboarding screen, add your business name, industry, timezone and booking slug — the slug becomes your public booking link.
3. Add each physical or virtual location you take bookings for.
4. Invite your team from Account security; they get their own login rather than sharing yours.

Tip: Pick the booking slug carefully — it appears in every link you share, so keep it short and readable.

Messaging, automation and reporting all read from the customer list, so this is the first thing worth filling.

1. Go to Customers & leads and add contacts manually, or import the list you already have.
2. Record consent honestly: only tick email or SMS marketing consent where the customer actually agreed.
3. Tag contacts (for example new, regular, lapsed) — tags are how you target campaigns later.
4. Share your public enquiry link so new leads land in the same list automatically.

Tip: Contacts without consent still work for bookings and service messages; they're just excluded from marketing sends.

Services define what people can book, how long it takes and what it costs.

1. In Bookings, create each service with a duration, price and the locations that offer it.
2. Set your opening hours and any days you're closed.
3. Open your public booking page and make a test booking end to end.
4. Turn on reminders so customers get a confirmation and a nudge before the appointment.

Tip: Every booking creates or updates a customer record, so your list grows on its own once the link is live.

Campaigns are one-off sends. Sequences are multi-step follow-ups that run on their own once someone joins.

1. In Email & SMS, choose a channel and pick the audience by tag or segment.
2. Write the copy yourself, or ask the AI copywriter for drafts and edit the one closest to your voice.
3. Always preview and approve before sending — nothing goes out without you pressing send.
4. Schedule the send, or save it as a sequence step to run automatically.

Tip: Start with a small segment. A 50-contact test tells you far more than a 5,000-contact guess.

SMS delivery shows what actually reached a handset — sent, delivered, failed, retrying and opted out — per campaign.

1. Open SMS delivery after a send and check the delivered rate for that campaign.
2. Look at failure reasons: bad numbers get cleaned, transient carrier errors retry themselves.
3. STOP replies suppress that number automatically — you never need to remove them by hand.
4. Export the per-campaign CSV if you need a record for reporting.

The AI receptionist answers calls with your script, fields common questions and logs every conversation.

1. Open AI receptionist and describe how you want the phone answered — or pick a one-tap template.
2. Generate the script (25 credits). The AI writes a greeting, an after-hours message and 5-8 spoken FAQs.
3. Add the number people call and the number to transfer urgent calls to.
4. Switch the receptionist on. Every call is logged with a summary and outcome.

Tip: Keep answers short — callers can hear them in under 15 seconds. You can edit any FAQ after generation.

The AI operations manager reads your data and proposes the next best action; autopilot runs the approved routines on a schedule.

1. In AI & automation, generate recommendations and read the reasoning behind each one.
2. Approve the ones you agree with — approval is required, nothing sends itself unreviewed.
3. Enable autopilot routines like win-back, review requests and no-show follow-ups.
4. Check back weekly and retire routines that aren't earning their keep.

Tip: AI drafts are assistive. Treat every suggestion as a first draft written by a keen junior marketer.

Collect and reply to reviews in one inbox instead of chasing them per platform.

1. Request reviews automatically after a completed appointment.
2. Reply from the Reviews inbox and flag anything that needs a manager.

See bookings, revenue, message performance and lead conversion over time.

1. Pick a date range and compare it with the previous period.
2. Use the channel breakdown to decide where the next hour of effort goes.

Generate a site, phone script and social plan from the business details you already entered.

1. Website: describe the business in plain words, generate a full page (750 credits), then edit sections with another prompt (250 credits each).
2. Publishing and hosting are a paid add-on; if credits or subscription lapse, the site pauses but your draft stays saved.
3. AI receptionist: write a phone script, add your numbers and switch it on so every call gets answered.
4. Social: plan a week of posts and schedule the approved ones.

Sends and AI generations draw on credits; your plan sets the monthly allowance.

1. Check your remaining credits before a large campaign or website generation.
2. Top up or change plan in Plans & credits — changes take effect immediately.

Two-factor authentication is required for workspace access, and customers can exercise data rights themselves.

1. Enrol an authenticator app in Account security before inviting your team.
2. Use Trust & data to handle export and deletion requests.