Overview
The Ready setup wizard guides you through creating your business’s agent presence. No technical knowledge required — just answer questions about your business.ezForge Ready is currently in development. This page describes the planned setup experience.
Steps
Connect Google Business Profile (optional)
Import your existing Google Business Profile to pre-fill your business name, address, phone, hours, and description automatically. You can skip this step and enter details manually in Step 2.
Verify phone (optional)
Verify your business phone number via SMS to earn a phone-verified badge visible to AI agents.
Choose your vertical
Select your business type (Restaurant, Salon & Spa, or Home Services) and customize the template with your offerings. The fields shown depend on your vertical — see the sections below.
Vertical: Restaurant
When you select Restaurant in Step 4, you can optionally provide:- Menu highlights — A free-text description of your top dishes, dietary options, or specials. Stored as
MENU_NOTESand surfaced bysearch_menuandget_menu_itemtools. - Business hours override — A plain-text hours string (e.g.
Mon–Sat 11am–10pm, Sun 12–9pm) to override the hours entered in Step 2.
Vertical: Salon & Spa
When you select Salon & Spa in Step 4, the wizard collects:Services
Add one or more services to your catalog. For each service, provide:| Field | Required | Description |
|---|---|---|
| Name | Yes | The service name (e.g. Women’s Haircut) |
| Category | Yes | Service category: Hair, Color, Nails, Skin, Massage, Waxing, Lashes & Brows, or Other |
| Duration (min) | Yes | Service duration in minutes — used to generate appointment time slots |
| Price ($) | No | Displayed to clients as the fixed price |
EZFORGE_READY_CONFIG environment variable and exposed through the search_services and get_service_details MCP tools.
Stylists
Optionally add stylists to your directory. For each stylist, provide:| Field | Required | Description |
|---|---|---|
| Name | Yes | Stylist’s full name |
| Specialties | No | Comma-separated list (e.g. color, highlights, balayage) |
| Accepting bookings | No | Whether this stylist is currently available for new bookings |
business.metadata.stylists and exposed through the salon://stylists resource.
Cancellation policy
Optionally enter your cancellation and rescheduling policy in plain text. This is surfaced by theget_cancellation_policy MCP tool when clients ask AI agents about cancellations.
Vertical: Home Services
When you select Home Services in Step 4, the wizard collects:Services
Add one or more services to your catalog. For each service, provide:| Field | Required | Description |
|---|---|---|
| Name | Yes | The service name (e.g. Water Heater Installation) |
| Category | Yes | Service category (e.g. Plumbing, Electrical, HVAC) |
| Description | No | Short description of the work performed |
| Price range (min/max) | No | Price range in cents — displayed to clients as an estimate |
| Urgency levels | Yes | One or more of: emergency, same_day, scheduled |
EZFORGE_READY_CONFIG environment variable and exposed through the get_services and request_quote MCP tools.
Service area
Define where you accept jobs. Provide at least one of:| Field | Required | Description |
|---|---|---|
| Zip codes | No | List of zip codes you serve (up to 100) |
| Cities | No | List of city names you serve (up to 50) |
| Radius (miles) | No | Optional radius around your address (1–500 miles) |
check_service_area MCP tool to confirm whether a client’s location is within your coverage zone.
Credentials
Add your contractor license(s) and insurance information. For each credential, provide:| Field | Required | Description |
|---|---|---|
| License number | Yes | Your contractor license number (e.g. MI-PLB-12345) |
| License type | Yes | The license classification (e.g. Master Plumber, General Contractor) |
| Insurance provider | Yes | Name of your liability insurance carrier |
| Expiration date | Yes | License expiration date — shown to clients via verify_credentials |
HomeServicesCredential[] within EZFORGE_READY_CONFIG and surfaced by the verify_credentials MCP tool when clients ask about your qualifications.
Google Business Profile import
Ready can import your existing Google Business Profile to pre-fill 60%+ of your setup fields, including:- Business name, address, and phone number
- Hours of operation
- Business category / vertical
- Photos and description
Verification
After setup, verify your business to build trust with AI agents. Tiers are strictly ordered — each level requires the previous one.VerificationLevel | Display label | How it is awarded |
|---|---|---|
unverified | Unverified | Default for all new accounts — no action required |
phone_verified | Phone Verified | User-initiated: click Verify phone in Ready settings and enter the SMS code — tier is awarded automatically on confirmation |
business_verified | Business Verified | Automatic: account is ≥ 30 days old and phone-verified — no action required (Google Business Profile cross-reference in Beta) |
premium_verified | Premium Verified | Manual review by ezForge team — apply from your Ready settings page |
Post-setup configuration
After your server is deployed, you can update your business settings at any time from the Business page:- Edit your business name, description, address, phone, and website
- Configure structured business hours by day of week
- (Salon) Add or remove services and stylists
- (Home Services) Add or remove services, update your service area, and manage credentials