Physiotherapists capture booked discovery calls on sales board

Physiotherapist business owners miss booked Discovery or Root calls hidden in schedulers, risking lost clients. Create a sales board card per booking so every call is tracked and follow-up starts.

Overview

Missed bookings turn scheduled consults into lost patients when they remain only in a scheduler. This workflow turns every Discovery or Root booking into a visible sales board card so calls become trackable opportunities and follow-up happens reliably. Owners gain consistent visibility, reducing manual tracking and helping prevent missed follow-ups.

Notable Features

Create a sales card per booking
Populate card with client details
Notify owner for scheduled calls