AI Assistant

Your business runs on Corterra Book. We built the way for AI to read it.

Every visit, every lapsed regular and every no-show already lives in your Corterra Book account. Most booking software keeps that locked inside its own reports page. We built the connection that opens it to ChatGPT, Claude, Cursor or whichever assistant you already pay for, so you can ask who has drifted away, who is worth a win-back, and what the message should say.

It works from your own service and booking history, so what it tells you is about your clients and your calendar, not businesses in general.

What it does

What you'd actually ask it

More than 70 things it can do, but you never pick from a list. These are the moments in a normal week and the questions that fit them, worded the way an owner would say them out loud. Once connected, it answers with your clients and your calendar, not a demo dataset.

Monday morning

The read on your own business you never quite have time to do.

Look at my business and tell me the three things you would fix first.

What is on the schedule Thursday?

Which classes next week still have room?

It usually comes back with a soft weekday, a group of clients drifting away, and a service nobody books.

Someone is drifting away

The cross-referencing a booking calendar cannot do on its own.

Who has not been in for one to two months?

Who is overdue based on how often they normally come?

Who came in for the first time last month and never came back?

Overdue is measured against each person’s own rhythm, not one blanket number, so a weekly regular gone three weeks counts and a twice-a-year client does not.

Tuesdays are dead

Two halves of one question that are useless apart.

Which day of the week is costing me the most money?

My Tuesdays are dead. Who should I reach out to?

Where are the holes in next week’s schedule?

Not just the quiet hours, but the specific clients who historically book that weekday and are overdue. That list drops straight into a campaign.

Before a client walks in

Everything about one person, in one answer.

Give me the full picture on Dana before her 2 o’clock.

Has Jamie signed the waiver?

Note that Dana is allergic to lavender.

Visits, memberships, packages, notes and signed forms together. The note sticks to the client and shows up at every future visit.

You want to see its reasoning

Not a black box you have to take on faith.

Explain how you decide someone is “overdue” and show me a few examples from my clients.

Who would you email this month, and why those people specifically?

It walks through the reasoning using names you recognise, so the next campaign is one you understand rather than one you trusted blindly. Disagree with the list and it will re-cut it.

You are about to discount something

The part most owners want a second opinion on.

I was going to email everyone a 20% off coupon. Talk me out of it.

How many would a 90-day win-back actually reach?

Draft the email but do not send it. I want to read it first.

A blanket discount trains loyal clients to wait for a sale. It will usually argue for a smaller, targeted offer and explain the difference in what you keep. Nothing sends until you come back and say send.

Your week changes

The highest-click-count part of any booking system, in one sentence.

We are closing at 3 on Christmas Eve.

Amanda is on holiday the 3rd through the 7th.

Send the reminder text 4 hours ahead instead of a day.

Hours, days off, early closes, holidays that move each year, reminder timing and buffers. No settings pages.

You are changing what you sell

Setup, described rather than clicked.

Add a 90-minute deep tissue at $145.

Give Amanda all the massage services.

Make a 10-session massage package for $900.

Services, prices, categories, providers and who performs what, membership tiers and packages. What it cannot do is re-price something people are already paying for.

You never type a command or learn a syntax. You ask, in your own words, and it works out which part of your business to look at.

Why this matters

Knowing who to reach out to, and what to say

The quiet Tuesday. The client who came in every month for two years and then stopped, four months ago, without anyone noticing. The vague sense that you should reach out to someone, without a clear answer to who, or what the message should say.

Most software answers this with a bigger reports page, which does not help, because the problem was never a shortage of numbers. The gap is between having the numbers and knowing who to email on Thursday. An assistant that can read your actual booking history closes it, because it can do the reading and the drafting in the same breath.

The blank page

"Send a campaign" is not a feature if you don't know what to write. Your assistant drafts the email and you edit it, which is far easier than starting cold.

The wrong list

Emailing everyone trains people to ignore you. The signal that matters is who is overdue against their own pattern, not the calendar's.

The silent drift

Customers rarely quit. They just come in less often, then not at all. That decline is visible in the data months before you feel it in revenue.

Use the AI you already pay for

Most booking software ships its own narrow assistant and charges you monthly for it. We took the other path. Corterra Book exposes your business through an open standard called MCP, so ChatGPT, Claude, or whichever assistant you already use does the work.

You create a key from your dashboard, paste it into your AI client once, and from then on you can just ask.

One conversation, start to finish

From "why do we keep getting gaps?" to a campaign that can be measured

An owner noticed empty slots in the massage schedule and wanted to know why. That was the entire prompt. Everything below is what the assistant did in response, in one conversation.

Why do we keep getting gaps in our massage schedule?
  1. 1

    Read the catalog and the team

    Three massage services (Swedish 60 at $90, Swedish 90 at $140, Deep Tissue at $120) and the two therapists able to deliver them, with their working days. No setup and no configuration. It read the live product and provider setup and worked from that.

  2. 2

    Pick who is actually worth an offer

    Rather than blast the whole list, it filtered out internal test accounts, then excluded every customer who already had an appointment booked, because discounting a visit someone was going to make anyway is margin given away for nothing. That left two: Liam, twelve massages and nothing on the books, and Noah, nine.

  3. 3

    Build the offer so it can be measured

    One code per customer, scoped to massage services only, single use, short expiry. Personal codes mean redemptions are attributable to a person instead of a guess, and a scoped code cannot be spent on something the campaign was not trying to sell.

  4. 4

    Draft the emails

    Two short personalized emails, one clear call to action, deadline in the subject line. Ready to read and send, not sent.

  5. 5

    Push back when the owner was about to make a mistake

    Asked for a permanent reusable discount code, it said no and explained why: a code that never expires trains your regulars to wait for the next deal. Spin up a fresh short-lived one each time a gap opens. When the owner switched from a percentage to a flat $15, it rewrote both codes and both emails, and pointed out that a flat amount nudges people toward the higher-priced 90-minute and Deep Tissue services, which is what these two book most.

And then it can be checked. Redemptions and total discount are tracked per code, so within a week or two the owner can see whether it filled slots and whether the play is worth repeating.

What normally takes a report export, a spreadsheet, a segmentation pass, a copywriting session and a trip into the promo settings happened in one back-and-forth. The part worth noticing is not that it answered questions. It argued against a bad idea instead of politely building it, and it ruled out the customers who were not worth a discount.

Where we drew the line

Your AI cannot touch money. By design.

This is not a setting you can accidentally turn on, and it is not an instruction we politely ask the model to follow. The payment endpoints are simply not reachable with an AI key. A model that decides to charge a card gets a locked door, not a judgment call.

Never reachable

  • Charging a card on file
  • Refunds of any kind
  • Saving or reading full card details
  • Creating payment links
  • Selling a membership or bundle
  • Re-pricing a membership or package people already pay for
  • Charging a no-show fee
  • Gift card balances and codes

Also true

  • Marketing emails obey unsubscribes and daily limits no matter who sends them
  • Campaigns are drafted, never auto-sent
  • Every promo code requires an expiry date
  • Read-only keys are available if you want zero writes
  • Keys are yours to rotate or revoke instantly

What it costs

Early access. Available on Basic and Pro.

Request access

You bring your own AI subscription, so we are not reselling you a model. Corterra Book charges only for the requests your assistant makes against your business. Every key currently includes:

500

requests per month, per key

60

requests per minute burst

For scale, a normal question like "who hasn't been in lately" is one request, and setting up a full week of business hours is a handful. Most owners never approach the allowance. Per-request pricing beyond it has not been set yet, and while the feature is in early access we will tell you before anything is billed.

Connecting takes about a minute

Once it's on your account, the whole setup is three steps.

1

Create a key

Settings, then API Keys. Choose read-only or read and write. The key is shown once.

2

Paste it into your AI client

The same page gives you copy-ready setup for Claude on the web, Claude Desktop, Cursor, VS Code, or any other MCP client.

3

Ask it something

Start with "how did last week look?" and go from there. Revoke the key any time and the connection dies instantly.

Start with the booking software

The AI assistant sits on top of a full booking platform: online booking, payments, memberships, gift cards, and promotions. Try it free for 15 days.