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Dental

Modernize scheduling and patient support

Beauty & Wellness

Never miss a call, text, chat, or lead submission

Features  

USE CASES

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AI Control Center

AI communications for appointment-based businesses

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Reports & Insights

The communication metrics you need to grow your business.

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AI-led Scheduling

Intelligent technology with human-led conversations

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Omnichannel Customer Service

Manage communications across multiple channels

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Marketing Automation

Reduce redundant tasks that take you away from what matters most.

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Multi-Location Support

Grow your business with multi-location scheduling software.

TOP FEATURES

Resources  

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Blog

Latest updates, guides and news

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Podcast

Navigating DSO Innovation and the future of dentistry

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Books & Webinars

Get insight from our free ebooks and webinars

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Integrations

Integrate TrueLark with your favorite tools

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Customer Stories

How TrueLark brings peace of mind to local business owners

Our Story

Customer Intelligence Software

Drive ROI with TrueLark customer insights and reporting

Gain visibility into what’s working, what’s not, and what’s next. TrueLark’s reporting and insights give you the actionable insights to drive revenue, improve patient experience, and optimize operations—without added complexity.
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Customer intelligence made easy
with TrueLark agentic AI

TrueLark salon analytics
TrueLark reporting and insights do more than summarize past performance—they work in sync with our agentic AI to help your team act faster, smarter, and with more confidence.
  • Turn real-time data into real-world action
    Identify trends, spot bottlenecks, and quickly adapt to shifting business needs.
  • See the full picture, not just fragments
    Track conversations across voice, text, web chat, and online scheduling in one dashboard.
  • Know what’s working and what’s not
    Understand campaign performance, booking behavior, and AI efficiency to fine-tune strategies.

Top reporting and insights features

Daily summary

Start each day with a focused snapshot of interactions across channels. This includes new appointments, reschedules, and cancellations—plus which services are being booked. Multi-location businesses can see aggregate numbers or metrics per location.

Instant notifications

Easily monitor client communication via text and email notifications. You’ll know right away if a client is requesting a callback or if there is a question TrueLark is unable to answer.

Business insights

Our business dashboard provides scheduling, revenue, and engagement data—plus customer data like new vs. returning clients broken down by channel.

Booking insights

Compare conversions by appointment type, channel, and guest status. Identify trends in service demand, understand drop-off points, and optimize scheduling and availability to improve booking outcomes.

Web chat insights

See how Web Chat compares to other channels in driving engagement, bookings, and satisfaction. Track conversation outcomes to optimize flows and deliver a seamless patient experience.

Texting insights

When a call is missed or a voicemail is left, TrueLark jumps in instantly via SMS. Monitor booking conversion rates, resolution times and automation levels to understand how texting supports your front office—day and night.

Sentiment analysis

Reviewing transcripts helps your team spot risks early and intervene when needed—improving overall customer experience and retention.

Conversation transcripts

Consolidate all conversations in one inbox: the business dashboard is home to your text, Web Chat, lead response and voicemail transcripts.

Industry-leading customer intelligence platform

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Rated 4.8/5.0 stars on Capterra

Customer analytics

See what customers do – act on what matters

TrueLark gives you more than raw data. As a customer analytics platform built for appointment-based businesses, TrueLark combines powerful analytics tools with an intuitive dashboard—no extra software required.

Real-time insights

Real-time insights

Stay ahead with live performance tracking

Don’t wait for end-of-month reports. TrueLark delivers real-time visibility into client conversations, bookings, and AI engagement across channels and locations. Whether you’re responding to sudden call volume or tracking campaign effectiveness, your team gets the information they need — exactly when they need it — to pivot fast and stay in control.

Multi-location reporting

Central oversight,
local clarity

We give multi-location businesses a unified view of communications KPIs while preserving location-level detail. See trends across your network or drill down to compare engagement, booking behavior, and AI effectiveness by site. It’s the insight you need to scale smart—without losing visibility into what’s happening on the ground.

Reporting and insights case studies

Beauty & Wellness

$3200

additional revenue per month

8X

ROI

16

new leads booked per month

“It’s fun to wake up in the morning and there’s somebody new on the schedule that we’d never heard about before because they booked in the middle of the night through TrueLark. You’ll never get over that.”

Erik Geisler
CEO, Founder, Restore Hyper Wellness Multi-Franchise Owner

Read Story
Beauty & Wellness

433

Conversations per month

81%

Conversation handle rate

27%

Booking request conversion

“TrueLark facilitated an average of 28 online bookings per week, with 17 occurring after hours, contributing to an additional monthly revenue of approximately $26,000.”

Cindy Reynolds
Owner, Mermaid Hair Extensions

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Beauty & Wellness

68%

Calls fully handled by AI

644

Conversations per month

$7.3K

Revenue booked per month

“TrueLark is our catch-all when we can’t get to the phone in time, and it’s been a really big savior for us.”

kaite sadowski
ananda hair studio, operations director

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Beauty & Wellness

20%

Avg. conversion rate

3774

Avg. monthly submissions

191

Avg. campaigns per month

“Before TrueLark, we used spreadsheets to track leads. With Lead Engage, having the text go out immediately and tracking the lead all the way through to booking without staff having to think about it has been beneficial to all of our Restore clients.”

Kallie Hardy
Senior Account Director at FUEL Marketing

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Beauty & Wellness

30

Average new clients/month

78%

Conversation handle rate

$2400

Additional revenue/month

“With TrueLark, clients can have undivided attention whether they’re in the salon or outside the salon, and for the clients that are not in the salon, TrueLark really helps with that.”

Weena Jerome-Alexandre
Owner, Renaissance Curls

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Beauty & Wellness

73

Clients using Lead Engage

30%-55%

Lead conversion rate

1-2 days

Time to onboard Lead Engage

“Since adopting TrueLark, we have had a lot more referrals and people reaching out to us via word-of-mouth. This is simply because of the results we’re getting for our clients. That means more to us than any new client. We made a really good decision in partnering with TrueLark.”

Marcus Slater
AdCloud CEO

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blo Blow Dry Bar logo. TrueLark AI beauty client
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Frequently Asked Questions

  • Daily summary: Appointments booked, cancellations/reschedules, guest type, and conversations that need attention.
  • Business insights: KPIs for scheduling, revenue, automation rate, services booked, guest activity, and engagement.
  • Sentiment analysis: Assess customer tone using conversation transcripts to identify follow-up opportunities and refine messaging.
  • Conversation transcripts: Full records of voice, text and Web Chat conversations for quality review and context.
  • Instant notifications: Real-time alerts for unresolved messages, callback requests, or conversations needing attention.
  • Increase availability: Booking conversion insights reveal gaps in staffing, service offerings and availability.
  • Improve client retention: Daily summaries highlight at-risk or unresponsive guests for proactive follow-up.
  • Refine marketing campaigns: Channel-level reporting shows which campaigns and offers drive bookings and engagement.

TrueLark’s reporting and insights are embedded across the platform, capturing data from every customer interaction—whether it’s an inquiry, scheduled appointment or lead follow-up. Metrics update in real time from voice calls, web chats, texts, and AI conversations, giving you visibility into scheduling, customer service, and marketing. Every action taken by TrueLark customer analytics software feeds back into your customer intelligence tools, helping you continuously refine strategies, improve customer experience, and drive revenue.

See our customer intelligence tools in action

Experience how the TrueLak AI customer analytics platform can simplify complexity—bringing performance data, engagement metrics, and customer behavior insights together in one place.
Meet TrueLark

The AI Control Center built for appointment-based businesses

TrueLark is the smartest, most powerful AI communications platform for the dental and wellness industries. It automates customer service-related workflows across every channel your customers use including the following:

Scheduling

Let customers book instantly, anytime—TrueLark AI handles scheduling in real-time, even after hours, without human intervention.

Marketing

Send automatic SMS follow-ups to re-engage past customers, convert new leads, fill schedules, and drive repeat bookings—hands-free.

Customer service

Answer client questions 24/7 via text, chat, and voice—no wait times, no missed messages, just instant, helpful support that creates a top-notch customer experience.

Multi-location

Manage consistency across your brand while giving each location the tools, flexibility, and visibility it needs to succeed.
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