Takes 5 minutes. Who: a manager or owner.
1
Open Automatic actions
Pick the clinic and open Automatic actions from the menu.
2
Turn on follow-up
Under Follow up people who didn’t finish booking, turn on Send follow-up messages. Each message links back to where the patient left off.
3
Set the sequence
For each message, choose how to send it under Send by and how long to wait under After. Use Only send from and Until to keep messages to sensible hours.
4
Turn on gap filling
Under Act on gaps in the diary, turn on Look for gaps and act on them. Set how far ahead to look, the shortest gap worth filling, and the most actions a day.
5
Choose what to do about a gap
Tick any of Tell the team, Offer it to the waitlist, or Invite patients due a visit. Then save.
Good to know
- Messages only go to patients who agreed to hear from you, and each has an opt-out.