Follow up unconverted consultations
Reach out to patients who had a consultation but didn't go on to book a treatment.
Table of Contents
Create a workflow with a completed consultation as the trigger.
Add a delay of a few days.
Add a condition: no treatment booked.
Send a helpful message, or create a task to call.
Test, then click Publish.
The Consultation Conversions report shows if it's working.
Up next
Next, read Set up aftercare messages.