AI Assistant
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 and what to send them, book and check in clients, write a waiver, or set up a new service by describing it.
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
More than 90 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.
At the front desk
The calendar, without opening the calendar.
Book Dana for a 60-minute massage Friday at 2.
Move Jamie’s 3 o’clock to Saturday morning.
The Lees are here. Check in the whole party.
It checks the time is open before it books, books a group with each guest’s pack or membership, and marks or undoes a no-show. It never takes a payment.
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.
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.
Paid for and not used
Visits people already bought.
How much do I owe in unused packages?
Which members are paying but never use what they get?
Who has bring-a-friend passes they have never used?
What your open packages are worth at today’s prices, the members paying for a benefit they never use, and the passes sitting idle, each with names.
Tuesdays are dead
Two halves of one question that are useless apart.
Which day of the week has the most empty time?
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.
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.
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.
Paperwork
Waivers and intake forms, written and sent.
Write a massage intake form with a body chart.
Send Dana our waiver.
Who still hasn’t signed the new consent form?
It drafts the wording and shows you the whole form before saving. A form can go out on its own when someone buys a membership or package, and a copy of each filled-in form can go to the therapist who reads it.
Your numbers
What sold, and who did the work.
What did we sell last month, by service?
How much did the spring promo code bring in?
What did each provider bring in, tips included?
Sales by item, day, promo code or where it was sold, and revenue per provider. Reports are on Pro, and a connection sees them only if you allow it.
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, classes, add-ons and who performs them, prices, categories, providers, membership tiers, packages that expire, and combos. What it cannot do is re-price something people are already paying for.
What customers see online
Your booking page and Business Page.
Rewrite the About section on my Business Page.
Show members a note about the new Thursday class on the booking page.
List the 10-session pack in the online shop for new customers only.
It writes the words and asks before publishing. A booking-page note can go to members or non-members on the days and hours you pick.
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. Email campaigns, sales reports, a service's own reminders and more than one provider are Pro features.
Why this matters
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.
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.
In Claude or ChatGPT you add one address and sign in with the login you already use for your dashboard. There is no key to copy. Claude Code signs in the same way. Developer tools such as Cursor and VS Code use a key from your dashboard instead. From then on you just ask.
One conversation, start to finish
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.
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.
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.
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.
Draft the emails
Two short personalized emails, one clear call to action, deadline in the subject line. Ready to read and send, not sent.
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
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
Also true
Included on Basic and Pro.
You bring your own AI subscription, so we are not reselling you a model. Every connected app or key includes:
500
requests per month, per connection
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. Pricing beyond it has not been set, and we will tell you before anything is billed.
The whole setup is three steps.
Add it to your AI app
In Claude or ChatGPT, add a custom connector with the address on your dashboard's AI Assistant tab (Add-ons, then AI Assistant).
Sign in and allow it
Sign in with your dashboard email and password, check it is your business, and choose read-only or read and write. Only the owner can connect.
Ask it something
Start with "how did last week look?" and go from there. Disconnect it any time from the same tab and the connection ends instantly.
Using Cursor, VS Code or another developer tool? Create a key on the same tab and paste it in instead. Step-by-step guides: Claude, ChatGPT.
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.