# IntakeQ and Volty > New clients book a first visit from web chat into IntakeQ, Volty emails confirmations the afternoon before, and staff ask who has not replied. Wellness practices on IntakeQ (PracticeQ) let new clients book a first visit from web chat, and every client gets a confirmation email the afternoon before. Talk to Volty · Free trial Updated 3 Nov 2026 ## Who hasn't confirmed for tomorrow Megan asks which of Thursday's clients are unconfirmed, and sends a second nudge from the same thread. Practice team Volty · Team chat MP Megan Price Who on tomorrow's book hasn't confirmed? Read IntakeQ · Thu Nov 5 · 9 appointments · 2 with no reply to the 4pm email VoltyAPP Two: Ryan Murphy at 10am and Luis Herrera at 2pm. Shall I text them as well? MP Megan Price Yes please Sent template · Appointment confirmation · Ryan Murphy, Luis Herrera Google Sheets IntakeQ · Thu Nov 5 | | Time | Client | Practitioner | Reply | | --- | --- | --- | --- | --- | | 2 | 9:00am | Sofia Ramirez | Kevin Zhao | Confirmed | | 3 | 10:00am | Ryan Murphy | Kevin Zhao | None yet | | 4 | 11:30am | Hannah Lee | Maya Ortiz | Confirmed | | 5 | 2:00pm | Luis Herrera | Maya Ortiz | None yet | Row 3 added by Volty ## What Volty does with IntakeQ (PracticeQ) IntakeQ, now called PracticeQ, runs scheduling, forms and billing for small health and wellness practices such as acupuncture, massage and counseling. Volty stays on the calendar side. A new client asks on your web chat, Volty reads the practitioner's open times and books the first visit, and the afternoon before each appointment it emails a confirmation with the address and what to bring. Forms and anything the client wrote in them stay in IntakeQ, where your staff read them. - First visits booked from chat · Volty reads the practitioner's open times and books the one picked. - Confirm or move by email · A reply the afternoon before keeps the slot or opens new times. - Unconfirmed list in team chat · The owner asks who has not replied and gets names with times. - Health details stay with staff · When a client starts describing a health concern, Volty says it cannot discuss it and offers to book or pass the message to a practitioner. Connects with IntakeQ Developer API key Volty reads Client names and appointments Volty can change Bookings and moves the client confirmed Setup The Volty team connects it with your account owner Category Clinics & healthcare Two of tomorrow's clients have not confirmed yet, flagged at 4pm. ### A first acupuncture visit Sarah wants a Saturday first visit. Volty reads Kevin's openings and books 10am. WV Website visitor Web chat · Website visitor I'd like to book my first acupuncture appointment. Do you have anything Saturday? Checked IntakeQ · Kevin Zhao, LAc · Sat Nov 7 · free 10am and 1pm Volty Kevin has 10am or 1pm on Saturday, November 7. Which suits you, and what name should I book it under? 10am, Sarah Bennett Volty Booked: Saturday, November 7 at 10am with Kevin, Sarah. A first visit runs 75 minutes and is $120. Wear loose clothing and arrive 10 minutes early. ## As an automation Describe it to Volty in a sentence; it drafts the automation and an admin turns it on. Afternoon-before confirmations - When · 4pm the day before · Automation - Step 1 · Tomorrow's appointments · Time, practitioner, location - Step 2 · Confirmation email · From your practice address - Step 3 · Keeps or moves it · From the client's reply Sarah confirms Saturday and asks where to park. ## How Volty connects to IntakeQ (PracticeQ) IntakeQ has a public REST API. The account owner turns it on under More, Settings, Integrations, Developer API, and copies the key there. IntakeQ's standard limits are 10 requests a minute and 500 a day. - 01 · Enable the Developer API · Account owner: More, Settings, Integrations, Developer API. - 02 · Agree the scope · Clients and appointments only; forms, notes and invoices stay out. - 03 · Approve in Volty · Our team stores the key in a custom connection; your admin approves it. - 04 · Set booking · Starts Off, then On with client confirmation or Check with staff. ### The tools Volty gets Each one is a switch on the Sources page in Volty. - Match a sender to an IntakeQ client · Reads - Tomorrow's IntakeQ appointments · Reads - Open times for a practitioner · Reads - Book a first visit · Changes - Move an IntakeQ appointment · Changes Reading tools can be turned on straight away. Anything that changes IntakeQ (PracticeQ) starts Off, and once on it can be set to check with staff, so each change waits for a colleague. ## Common questions ### Does Volty read our clients' forms or notes? No. The connection is scoped to clients and appointments, so intake forms, signatures, notes and invoices stay in IntakeQ for your staff. Volty is for scheduling and front-desk questions, not for health records, and does not sign a BAA. ### How do we give Volty access to IntakeQ? The account owner turns on the API in IntakeQ under More, Settings, Integrations, Developer API, and copies the key shown there. Our team adds that key to a custom connection in Volty, and an admin approves it before Volty reads anything. ### Will confirmations hit IntakeQ's API limits? IntakeQ's standard limits are 10 requests a minute and 500 a day, and higher limits are available on request. A small practice's afternoon confirmation run and chat bookings fit within the standard limits; a busy multi-practitioner clinic may want to ask IntakeQ for more. ### How much does it cost to connect IntakeQ with Volty? Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger. ## Related integrations - Healthie Clinics & healthcare - CentralReach Clinics & healthcare - Jotform Forms & surveys - Gmail Email - Web chat Messaging channels All integrations ## Start your free trial Talk to Volty · Start your free trial Sign up for our 7-day trial. No credit card needed. ## Not convinced? Hear more from our CEO and Volty The Leonard and Volty Show · 8 October 2026 ### Meta now charges for WhatsApp replies The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [Clinics & healthcare](https://voltade.com/integrations?category=clinics) - [HealthieClinics & healthcare](https://voltade.com/integrations/healthie) - [CentralReachClinics & healthcare](https://voltade.com/integrations/centralreach) - [JotformForms & surveys](https://voltade.com/integrations/jotform) - [GmailEmail](https://voltade.com/integrations/gmail) - [Web chatMessaging channels](https://voltade.com/integrations/web-chat) - [All integrations](https://voltade.com/integrations)