Playbook: a real-world service business

Not every business lives online — this playbook uses the yacht-services pattern to staff a company that meets people in the physical world.

What you’ll do

• Set up a services Company with a front desk and a back office.
• Put a kiosk receptionist in front of visitors.
• Keep enquiries and bookings flowing to the right worker.

1. Start from the yacht-services pack

Open Settings → Demos and install the yacht-services pack for a ready-made services company, then rewrite its workers to match your trade — charters, repairs, a marina, a clinic, a studio. Load your real service catalog, pricing, and policies into the Library and mark the non-negotiables as an SOP.

2. Put a receptionist out front

A service business has walk-ins, so give it a front desk. Set up a Kiosk (Settings → 🖥️ Kiosk): mount a tablet in the lobby and pick a warm, concise worker to greet visitors. It’s multilingual — perfect for an international marina or clinic — and can answer questions, give directions, take messages, and help with bookings or check-in. Add live voice if you want hands-free conversation.

3. Route enquiries to the back office

Messages, bookings, and check-ins the receptionist captures land in that worker’s Inbox (and show under Reports → Receptionists & Kiosks). From there, route the real work — a quote, a schedule, a follow-up — to the right back-office worker, with Theodor coordinating.

Lock the front desk

For a public lobby, set a PIN to exit kiosk mode and an idle timer to reset the screen between visitors, so the tablet stays a kiosk until you unlock it.

Follow-ups still need approval

A captured booking or enquiry becomes a draft reply for a human to approve before it’s sent — even a front-desk message never auto-replies on its own.

Recap

A real-world service business gets a kiosk receptionist out front and a grounded back office behind it, with every outbound follow-up human-approved. Last, the dogfood case study — the content studio that produced this very Academy.

➡️ Next: Playbook: the content studio