Set up a post-treatment follow-up workflow
Check in after a treatment, send aftercare and prompt the next visit, automatically.
Table of Contents
Create a workflow, using a completed appointment for a chosen service as the trigger.
Add a next-day check-in.
Add a later message suggesting the next appointment.
Test, then click Publish.
Keep clinical advice in your aftercare content, and send a note to the team if a patient replies with a concern.
Up next
Next, read Promotions: a detailed walkthrough.