This is a sample walkthrough of how the playbook runs for a typical business of this kind — not a named customer’s results. Real stories replace samples as pilots finish.
The problem
What was going wrong
Patients forget appointments, and an empty chair is revenue that never comes back.
Reception spends hours on reminder calls and “what time do you open?” — time the patients standing at the desk don’t get.
The setup
What they switched on
- 1
Appointments from the booking sheet
Each confirmed appointment becomes a scheduled reminder pair.
- 2
24h and 2h reminders
Sent as utility templates — Meta’s cheaper category — with confirm and reschedule buttons.
- 3
One-tap rescheduling
A patient who can’t make it is offered the next free slots in chat.
- 4
Care notes after the visit
Aftercare instructions and a polite review request the next day.
Knowing it works
What to measure
- No-show rate before and after
- Reschedules handled in chat, not by phone
- Reminder calls reception no longer makes
- Reviews received after visits
