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Follow up a patient's first treatment

Send a message after a patient's first purchase of a service, to encourage them back.

Table of Contents
  • Create a workflow with a completed appointment for the service as the trigger.

  • Add a filter: this is their first time.

  • Send a check-in, plus advice on when to come back.

  • Test, then click Publish.

Up next

Next, read Follow up leads after a first outreach.