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.
đ ď¸ How to Sign Up
Schedule a demo â Visit heyheron.ai and click Schedule Demo.
Connect with our team â Weâll meet with you to understand your clinicâs workflows, phone setup, and patient needs.
Set up your trial â Together, weâll configure your Heron number, call routing, and booking rules.
Go live in trial mode â Your team will test common scenarios (bookings, cancellations, after-hours calls) before switching over to patients.
đ Your Heron Number
As part of setup, youâll receive a Heron phone number.
This is where overflow or after-hours calls are routed during your trial.
Patients still dial your clinicâs main number as usual â Heron just makes sure no call goes unanswered.
đŠââď¸ 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).
â Frequently Asked Questions
Do we need a PMS to use Heron?
Not necessarily. Heron captures bookings even without a PMS â your team just confirms them manually.
How long until weâre live?
Most clinics are ready within 3â4 weeks, including a testing phase before Heron goes live with patients.
What happens if we donât continue after the trial?
No problem â you can cancel anytime before going live.
đ Ready to see it in action? Book your demo today and start your 30-day guided trial.