Business Automation
This is a concept project, not commissioned client work. It illustrates our approach; it does not report client outcomes.
Small clinics often juggle phone bookings, paper intake forms and manual reminder calls. Front-desk time goes into repetitive admin, missed appointments are common, and patient details are retyped into several systems.
An online booking page feeds the existing scheduling system. Each confirmed booking triggers a confirmation message and a secure intake form link. Reminders go out at set intervals, and completed forms attach to the appointment record so the front desk sees what is outstanding at a glance.
Documented the current booking journey from first contact to post-visit follow-up, including every manual step and exception.
Defined triggers, timing rules and fallback paths — for example, when a form is not completed 24 hours before a visit.
Connected the booking page, scheduler and messaging service through an automation platform with logging on every step.
Designed a daily view showing confirmations, outstanding forms and reschedule requests.
A custom portal concept for scheduling jobs, tracking technician progress, and giving customers live status updates.
A headless storefront concept focused on fast product discovery, a simplified checkout, and clean analytics from day one.
Next step
Tell us about your situation and we'll share how we'd approach it.