Use Principle Dental with your AI receptionist

How it works

• In chats and messages, your AI sends your Principle online booking link when a patient wants an appointment.
• On phone calls, callers can't click a link, so your AI takes their name and number for your team. On Growth you can also text them the link automatically (see below).
• Online bookings in Principle are requests: the time is held in your diary and your team confirms or declines each one on the Appointment Requests page. So your AI tells patients the practice will confirm their time, and never says they're booked.
• Frontivo.io can't see your Principle diary or change appointments in it. Principle doesn't offer a public API (a way for other apps to connect directly), so the online booking link is how the two work together.

Step 1: Copy your Principle online booking link

1. 1Log in to Principle on a computer.
2. 2Check online bookings are set up: in Settings > Treatment Templates, at least one treatment should be available online, with its practitioners and length.
3. 3Open Scheduling > Appointment Requests.
4. 4Copy the Online Booking link in the top right of the page.
5. 5Paste the link into a private (incognito) browser window and check it opens your booking page, not the Principle login.

Step 2: Add the link to Frontivo.io

1. 1Open Integrations in your dashboard and type Principle in the search box.
2. 2Click the Principle Dental tile, then click Set up booking link. The Booking link card opens.
3. 3Under Booking tool you use, choose Principle Dental.
4. 4Paste your link into Your booking page link.
5. 5Under How should your AI use it?, keep Send this link instead of booking in Frontivo.io selected. Frontivo.io can't see your Principle diary, so booking in both places could give two patients the same time.
6. 6Click Open link to check it, then click Save.

Your AI starts sharing the link straight away, on every channel you have.

Step 3: Test it

1. 1Open Channel tester in your dashboard.
2. 2Type "Can I book a dental appointment?" and send it.
3. 3Check your AI replies with your Principle link and says the practice will confirm the time.
4. 4Click the link and check it opens your booking page.

Changed something? Start a new chat in Channel tester. Old chats keep their earlier answers.

Optional: text phone callers your booking link (Growth)

When your AI takes a caller's details, an automation can send them your Principle link straight away, so they can request a time while they're still on their phone.

1. 1Open Automations in your dashboard and click New automation.
2. 2Under When, choose New lead.
3. 3In Message, write a short text that includes {{bookingLink}}, for example: Hi {{name}}, thanks for contacting {{business}}! Request your appointment here: {{bookingLink}} - we'll confirm your time. Reply STOP to opt out.
4. 4Click Create automation.

It goes to every new lead, including people who already got the link in a chat, so keep the wording friendly for both. Texts start once texting is working on your number: check Your channels at the top of Integrations.

Turn it off

Open the Booking link card in Integrations, click Remove and confirm. Your AI stops sharing the link and nothing changes in Principle.