Every sign-up includes a 30-day trial with full support from our Customer Success team.
Our goal is simple: show you how Heron reduces missed calls, frees up staff time, and gives patients a calmer, more reliable front desk experience.
🛠️ How to Sign Up
Schedule a demo → Visit heyheron.ai and click Schedule Demo.
Connect with our team → We’ll meet with you to understand your clinic’s workflows, phone setup, and patient needs.
Set up your trial → Together, we’ll configure your Heron number, call routing, and booking rules.
Go live in trial mode → Your team will test common scenarios (bookings, cancellations, after-hours calls) before switching over to patients.
📞 Your Heron Number
As part of setup, you’ll receive a Heron phone number.
This is where overflow or after-hours calls are routed during your trial.
Patients still dial your clinic’s main number as usual — Heron just makes sure no call goes unanswered.
👩⚕️ Guided Onboarding Includes
Phone system integration (with your MSP if needed).
Business hours and after-hours rules.
Emergency and urgent call handling setup.
FAQ upload and custom prompt tuning.
PMS integration (if applicable).
❓ Frequently Asked Questions
Do we need a PMS to use Heron?
Not necessarily. Heron captures bookings even without a PMS — your team just confirms them manually.
How long until we’re live?
Most clinics are ready within 3–4 weeks, including a testing phase before Heron goes live with patients.
What happens if we don’t continue after the trial?
No problem — you can cancel anytime before going live.
👉 Ready to see it in action? Book your demo today and start your 30-day guided trial.