Wellness clinic sales: capture consultation leads for faster follow-up

Sales reps at wellness clinics miss consultations buried in calendars, delaying intake and follow-up. This creates or updates leads with appointment details so follow-up starts quickly and reliably.

Overview

Wellness clinic sales reps lose conversions when consultation bookings sit hidden in calendars. This flow captures every appointment as a lead record and pushes appointment details to intake and sales, producing faster response times and eliminating missed follow-ups.

Notable Features

Create or update lead records
Attach appointment details to leads
Notify intake and sales immediately