Skip to content

Add social lead to clinic follow-up sheet and notify staff

Your promotion leads arrive unstructured, delaying bookings and missing prime outreach windows. They are logged to a central follow-up sheet and staff receive notifications for same-day outreach.

Add social lead to clinic follow-up sheet and notify staff

Overview

Unstructured promotion leads slow bookings and let coupons go unused; this flow logs each lead into a central follow-up sheet and pings booking staff for immediate action. That means coordinators can claim leads and start outreach within minutes, preserving same-day scheduling opportunities.

Add social lead to clinic follow-up sheet and notify staff