2-week free pilot + live call audit

Clero
All integrations

Clero × Software of Excellence

Integrate Software of Excellence with Clero

Answer every call and book into SOE Exact through Exact Online Booking, so missed calls become diary appointments, not voicemail callbacks.

Software of Excellence

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 through Exact Online Booking, and places bookable appointments into the pathways 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

    Exact Online Booking pathway

    Clero uses the approved Online Booking route into Exact so diary updates follow the secure booking channels your practice already trusts.

  • 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 Online Booking reports as free so patients are not promised slots Exact 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.

  1. Call answered

    Clero greets the caller, understands the request, and follows your Exact booking rules.

  2. Availability checked

    Free times are read through Exact Online Booking before any slot is offered.

  3. Diary updated

    The appointment is created via Online Booking so it appears in Exact for your team to review.

Setup

  1. Confirm Online Booking access

    We verify Exact Online Booking is enabled for the treatments and locations you want Clero to use.

  2. Map bookable appointment types

    Align AI call intents with the Exact types Online Booking is allowed to create.

  3. Set hours and escalation

    Define when Clero answers, what it can book, and when to pass urgent or complex calls to a person.

  4. 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.

No. Exact Online Booking needs to be enabled for Clero to check availability and write appointments into Exact. If it is not on yet, the practice asks SOE to turn Online Booking on for them. We help with that process, and it is usually quite simple.