Converting a consultation into a booked treatment involves pricing recommendations, sending a quote, chasing a response, collecting consent, and confirming payment. Each handoff between staff and systems adds delay, and a slow quote often costs the practice the sale entirely.
An automated version prices the recommended treatment, sends the quote immediately, follows up on its own, and moves the client through consent, booking, and payment without manual re-entry. The result is a faster path from consultation to confirmed treatment and fewer lost opportunities.
The full workflow, from trigger to completion.
Provider marks the consultation complete and saves the treatment recommendation to the client's record.
The automation reads the recommended treatments and pricing rules and generates an itemized quote.
The quote is emailed to the client automatically with a link to approve and pay a deposit.
If the client has not responded within 48 hours, a reminder message is sent and staff is notified.
Once the client approves, the relevant consent and waiver forms are sent for e-signature.
After the consent form is signed, the treatment appointment is booked into the next available slot.
The deposit is charged against the client's saved payment method and logged automatically.
The client's CRM stage is updated to booked treatment and tagged with the appointment date.
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