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Follow-up on treatment that was never scheduled

The patient heard the plan, said "let me think about it" and left. Nobody called.

Day 3Concept

Not built for a client yet. This is how we would set it up.

How it works.

01The plan is marked as presented but not scheduled.

02Three days later the patient gets a short message from the office with a few open times.

03One tap books the visit. A question goes to the front desk.

04No answer after the second message goes on a call list.

What it connects to
Your patient listText messagesYour calendar
What you see

Every open treatment plan and where it stands: waiting, booked or to call.

What it doesn't do

The message says there is a visit to schedule, nothing about the treatment itself.

After a job is marked doneRunning
TriggerJob marked completeby you, or by the CRM
TextThank-you messageto the customer · right away
Wait1 daythen
TextAsk for a Google reviewwith your review link
Wait30 daysthen a check-in
If reviewedThank them, ask for a photo
If notRemind once, 3 days later
Todayexample
Maria R. · kitchen backsplashThank-you text sent
4:53 pm
Maria R.Review request queued
Tomorrow 10:00
Jorge A. · bathroom floorGoogle review received · thanked, photo requested
11:10 am
Dani P. · shower30-day check-in sent
9:00 am
Follow-up automation. Example run.
Example data

The first call is free.

You tell us where your hours go. You leave knowing what we'd build first, and you decide after that. We call back within one business day.

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