Clero × Software of Excellence
Integrate Software of Excellence with Clero
Answer every call and book straight into SOE Exact, so missed calls become diary appointments, not voicemail callbacks.
Keep SOE Exact diaries full without double-entry
Software of Excellence Exact remains the system of record for your practice. Clero answers inbound calls, checks availability in Exact, and books appointments into the diary for the treatments you enable.
Reception keeps working in Exact as usual. Clero handles overflow and out-of-hours demand so chairs stay filled and the morning voicemail pile shrinks.
Working with Software of Excellence
01
Books directly into Exact
Appointments are created in your Exact diary during the call, so your team sees them straight away.
02
Controlled bookable treatments
You decide which appointment types the AI may offer. Everything else can escalate to a human callback instead of an incorrect book.
03
Live availability checks
Before a time is offered, Clero checks what is free in Exact so patients are not promised slots the diary cannot honour.
04
Triage for complex cases
When a caller needs something outside your booking rules, Clero captures notes and alerts your team rather than forcing a diary write.
How it works
What happens on a typical Software of Excellence call.
Call answered
Clero greets the caller, understands the request, and follows your Exact booking rules.
Availability checked
Free times are read from Exact before any slot is offered.
Diary updated
The appointment is created in Exact, so it appears in the diary for your team straight away.
Setup
Connect your Exact practice
We connect Clero to Exact for the locations you want it to cover. Our team handles the setup with you.
Map bookable appointment types
Align AI call intents with the Exact appointment types you want Clero to book.
Set hours and escalation
Define when Clero answers, what it can book, and when to pass urgent or complex calls to a person.
Test, then go live
Run sample bookings into Exact, confirm diary appearance, then forward live traffic when your team is ready.
Ready to connect Software of Excellence?
Walk through practice setup, call rules, and a live test with the Clero team.
Common questions
Still deciding? Ask anything about Clero and Software of Excellence.