Introduction

Syntra — your hyper-intelligent business companion.

Two things at once: a complete booking and business management platform — services, bookings, customers, payments, quotes, invoices, agreements, and more — and the always-on assistant at the heart of it. Answering customer calls, taking bookings, sending quotes, drafting treatment notes, and running the back office alongside your team.

What is Syntra

Syntra is the assistant and the platform. The platform handles everything a service business needs to operate — calendar, services, customers, quotes, invoices, payments, agreements, treatment notes, and more. The assistant runs through it: answering customer calls, taking bookings on your behalf, sending materials to leads, drafting notes from a quick voice dictation, and helping your team look things up by chat.

Most booking tools bolt a chatbot onto a calendar. Syntra is built the other way around — the assistant is the primary interface, and the platform exists to give it something to do.

A customer calls your number, opens the chat widget, or messages on Telegram — Syntra takes the conversation, checks your live availability, and books the appointment. A staff member taps the assistant in the corner of the admin app and asks "what's our MRR this month?" or "create a quote for the Henderson job for £900" — Syntra does it. The two surfaces share one knowledge base, one set of services, and one calendar.

How Syntra Works

Syntra has two sides sharing one brain. Each side talks to its own audience, has its own tools, its own settings, and its own conversation log.

Customer-facing Syntra

The side your customers and prospects interact with. Available across:

• Voice phone calls — Syntra answers your dedicated booking number and books appointments by voice
• Chat widget — embedded on your website, replying in real time and proactively engaging visitors via Chat Triggers
• Customer Telegram bot — a public-facing Telegram channel with business-hours awareness and lead capture

Customer-facing Syntra is deliberately constrained — it can answer questions, check availability, take bookings, send materials and quote requests, and escalate to your team when a human is needed. It can't touch your back office.

Internal Syntra

The side your staff use. Available as:

• The Floating Assistant — a chat panel on every page of the admin app, context-aware about whatever you're looking at
• Internal Telegram (Admin Bot) — your team can talk to Syntra from a Telegram group chat
• Create with Syntra — a voice-or-text dictation flow that drafts Treatment Notes for you

Internal Syntra has full access to your CRM, calendar, and reports — anything your staff can do by clicking through the admin app, they can do by asking Syntra in plain English.

Knowledge Base

Both sides share one knowledge base. Upload documents, FAQs, pricing guides, and policies — Syntra searches them when answering questions, ensuring accurate, consistent responses regardless of which side is talking.

Tracking Performance

The Syntra dashboard surfaces total conversations, leads captured, bookings made, revenue attributed, and conversion rates — across both sides. Drill into any conversation log, track usage costs per side and per channel, and configure which tools Syntra can access.

For full configuration of either side, see the dedicated guides — Customer-facing Syntra and Internal Assistant.

---

Complete Business Management

Beyond conversations, Syntra gives you a full suite of tools to run your business:

Booking Management

View and manage all your appointments from a list or calendar view. Create bookings manually, reschedule, cancel, handle no-shows, charge late cancellation and no-show fees, and track payment status. Export bookings to CSV.

Jobs

Create and manage work orders with flexible scheduling — same-day appointments, multi-day projects, or recurring jobs. Assign agents, track materials, and link customer contacts.

Services, Extras & Bundles

Define your service offerings with categories, add optional extras customers can select during booking, create duration and price variants, and package multiple services into bundles.

Availability & Scheduling

Set your weekly schedule, add one-time and recurring exceptions for days off or special hours, and create reusable availability templates. Syntra automatically prevents double-bookings and only shows real available slots to customers.

Staff Management

Each staff member (agent) can have their own schedule, services, and profile. Customers can choose their preferred team member when booking, or use round-robin or load-balanced assignment.

Customer CRM

A complete view of each customer — booking history, contact details, tags, documents, notes, and form data. Create custom forms for intake or consent. Manage leads captured by Syntra with scoring, temperature tracking, and pipeline management.

Materials

A central library of brochures, PDFs, images, videos, and links you share with prospects. Assign materials to specific services, let Syntra send them in chat or email, and track every click — so you know which prospects engaged with what before you follow up.

Quotes & Invoices

Create professional quotes and estimates, send them to prospects, and track views and acceptance. Convert accepted quotes to invoices. Support standard and milestone invoices with multi-currency, partial payments, and automated reminders.

Recurring Invoices

Automate billing for subscriptions, retainers, and ongoing services. Set the frequency, items, and end conditions once — Syntra generates each invoice on schedule, sends it automatically (or queues it as a draft), and tracks payment. Pause, resume, or cancel without affecting any invoices already issued.

Payments

Accept payments online via Stripe and other providers when customers book. Configure payment settings, tax rates, deposits, and currency. Track revenue and outstanding balances from a unified dashboard.

Memberships & Rewards

Offer membership plans with credits, recurring billing, and service discounts. Automate loyalty rewards triggered by birthdays, spend milestones, or custom date ranges with percentage discounts, fixed amounts, or free services.

Gift Cards & Coupons

Sell digital gift cards that customers can purchase and redeem when booking. Create discount coupons with usage limits and validity dates. Syntra can also sell gift cards during voice and chat conversations.

Communication & Automations

Automated workflows triggered by booking events — confirmations, reminders, follow-ups, and custom messages via email, SMS, or Telegram. Create reusable templates with dynamic variables and manage notification preferences.

Campaigns

Send targeted messages to groups of customers — immediate broadcasts, scheduled sends, or multi-step sequential drip campaigns. Target by tags, booking status, or custom segments.

Booking Widgets

Generate embeddable booking widgets for your website, preview them, set up direct links to specific services, and track performance with built-in analytics including funnel metrics and attribution tracking.

Media Library

Upload and manage images, documents, and files in a centralised library. Used across services, quotes, booking pages, and branding.

Supplier Invoices

Receive vendor invoices via a dedicated email inbox. The system automatically extracts details, matches invoices to jobs, and queues them for approval.

Agreements

Send legally-binding agreements for e-signature directly from Syntra. Build reusable templates with typed variables and signer roles, send signing links to multiple parties, track every step in a tamper-evident audit log, and store signed PDFs encrypted at rest.

Reports & Analytics

Business performance, financial reports, booking analytics, customer insights, form analytics, and membership reports — all from your dashboard. Track revenue, conversion rates, top services, and marketing attribution.

Calendar Integrations

Connect Google Calendar, Outlook, Apple Calendar, or subscribe via iCal feed to keep appointments in sync across platforms.

Documents

Manage compliance documents and consent forms collected through bookings. Documents flow into customer records automatically and can be exported as PDFs.

Diagram Templates

A library of base images — body diagrams, face charts, dental charts, hand and foot maps — that staff can annotate when keeping treatment notes. Drop a pin on the affected area, draw a circle around the treatment site, type a measurement on the spot.

Treatment Notes

Keep a longitudinal record of every client — structured Staff Forms, free notes, before/after photos with body-area tagging, and annotated diagrams. Includes a peer-review workflow and a Create with Syntra dictation flow. Suits clinics, medspas, beauty, fitness, therapy, vet — any service practice that takes ongoing notes.

Booking Transfers

Move bookings between paired sister locations in one click. Service, extras, deposits, payments, and form responses transfer atomically over a signed channel — the customer's appointment moves intact and Syntra issues confirmations from the receiving side. Built for businesses with multiple sites that share customers but run their own diaries.

Settings & Administration

Configure your business profile, billing and invoicing, product catalog, users and access controls, system preferences, review integrations, and monitor system health.

---

Who is it for

Syntra is built for service businesses of all sizes.

Health and Wellness — Medical clinics, dental practices, physiotherapy, chiropractors, mental health practitioners, massage therapists

Beauty and Personal Care — Hair salons, barbershops, nail salons, spas, beauty clinics, tattoo studios

Professional Services — Consultants, coaches, lawyers, accountants, financial advisors, tutors, photographers

Trades and Field Services — Plumbers, electricians, cleaners, landscapers, handymen, pest control

Fitness and Recreation — Personal trainers, yoga studios, sports coaches, dance instructors

Whether you're a solo practitioner or managing a team, Syntra scales with your business. Use the Modules section to enable only the features you need.

Next Steps

Ready to get started? Here's what to do next: