D-02 · Appointments + reminders

TrueCare Dental

An appointment funnel that takes patients from choosing a service to a booked consultation, with reminders and follow-up built in.

View live sitetruecare-dental.laurencemaligaya.com
TypeDemo build
IndustryDental
Workflows1
Pipeline6 stages
Reminders2 per booking
Built withFunnel · Service booking · Email
Fig. 1 · Consultation landing page, full length
Workflow

Consultation booking & reminders

When a patient books, they get a confirmation, land in the pipeline, and get two reminders before the consultation.

  1. 01 · TriggerService bookedBooked by the customer, TrueCare Dental service
  2. 02Email: confirmation
  3. 03Tag: consultation-booked
  4. 04Pipeline: New Booking
  5. 05 · WaitUntil 1 day before
  6. 06Reminder: 1 day before
  7. 07 · WaitUntil 2 hours before
  8. 08Reminder: 2 hours before
  9. 09END
CRM PIPELINE · 6 STAGES
01New Booking
02Appointment Confirmed
03Consultation Completed
04Scheduled
05Won
06Lost