Add social leads to intake sheet and alert staff
Add social leads to intake sheet and alert staff
Your promotional form signups arrive unstructured, causing delayed patient outreach and missed early bookings. Leads get added to your intake sheet and staff are alerted for same-day follow-up.
Overview
When promotional signups come in, reception needs contact details immediately to turn interest into bookings. This flow captures each signup into your intake sheet and pings front-desk staff so follow-up can happen same day.