AI for your booking business

Claude for small business, connected to your bookings

Add Corterra Book to Claude and ask about your own clients, calendar and sales in plain words. It books, checks people in, writes your waivers and sets up services. It never touches money.

Start free trial See everything it does

The AI Assistant is included on Basic and Pro.

Connect it

It takes about a minute, and there is no key to copy. You sign in with your dashboard login.

1
In Claude, open Customize → Connectors → Add.
2
Name it Corterra Book, paste the address from your dashboard's AI Assistant tab (Add-ons, then AI Assistant), and press Continue.
3
Press Continue again. Claude opens the sign-in page.
4
Sign in with your dashboard email and password.
5
Choose Read & write, check the business name, and press Allow.

A connector you add on Claude.ai also appears in the Claude Desktop and mobile apps. Using Claude Code? Run the command on the AI Assistant tab, then type /mcp and choose to sign in.

Using ChatGPT instead? See the ChatGPT guide

First things to ask

Once it is connected, start a new chat and ask in your own words. It answers with your clients and your calendar.

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

Book Dana for a 60-minute massage Friday at 2.

Who has not been in for one to two months?

How much do I owe in unused packages?

Write a massage intake form with a body chart.

Add a 90-minute deep tissue at $145.

What it can do

At the front desk

Book, move and cancel appointments, check in a whole party and mark a no-show. It checks the time is open first, and it never takes a payment.

Who to reach out to

Regulars overdue against their own rhythm, first-timers who never came back, and the win-back list, with the reasons.

Paid for and not used

What your open packages are worth, bring-a-friend passes never used, and members paying for a benefit they never use.

Forms and waivers

It writes a waiver or intake form and shows it to you before saving, sends it to a client, and tells you who has signed.

Email campaigns (Pro)

It picks the audience, previews the reach and drafts the email. Nothing sends until you say send.

Sales reports (Pro)

What sold by item, day or promo code, and revenue per provider, only if you allow the connection to see them.

Setup by describing it

Services, classes, add-ons, hours, closures, holidays, memberships and packages, in one sentence each.

What it cannot touch

It cannot charge a card, give a refund, send a payment link, sell a membership or package, or read card details. Those doors are not open to an AI connection at all.

See exactly where we drew the line

Questions

Can Claude charge my customers or give refunds?

No. Charging cards, refunds, payment links, selling memberships or packages, no-show fees and gift cards are not reachable from an AI connection at all.

Can I let Claude look without changing anything?

Yes. When you allow the connection, choose read-only.

Will Claude see my sales numbers?

Only if you turn on sales reports for the connection, and sales reports are a Pro feature.

Does it work in the Claude desktop and phone apps?

Yes. A connector you add on Claude.ai also appears in the Claude Desktop and mobile apps.

Can my staff connect it?

No. Only the business owner can connect an AI app.

How do I disconnect it?

Open Add-ons, then AI Assistant, and disconnect it. Changing your dashboard password signs every connected app out.

What does it cost?

It is included on Basic and Pro, with 500 requests a month and 60 a minute for each connection. Pricing beyond that has not been set, and we will tell you before anything is billed.