Playbook: clinics, salons and local services
Goal: answer every enquiry, book the appointment, and make sure the customer turns up and comes back.
#Set-up
| Step | What to set up |
|---|---|
| Business Brain | Services and prices, timings, location and parking, doctors or stylists, what to bring, cancellation policy |
| Goal | "Book an appointment." |
| Questions | Service needed, preferred date and time, name, first visit or returning? |
| Style | "Warm and reassuring. Never give medical advice; hand over medical questions to the clinic." |
| Files | Service menu and price list, location map |
| Agent role | Use the Appointment Agent role. See How the AI agent works. |
#Flows
- Customer Message "book" → interactive menu of services → collect date and time → assign to the front desk to confirm
- Tag Added
appointment-booked→ reminder template the day before and 2 hours before. Reminders reduce no-shows a lot. - After the visit → thank-you and feedback request
- Segment Entry "Last visit more than 45 days ago" → "Time for your next appointment?"
#Campaigns
Festive offers, new services, membership renewals and health camps.
Warning
Clinics: don't send diagnoses, test results or other sensitive health information in templates. Share them through secure channels, and get consent before sending health-related marketing.
#Measure
Appointments booked, no-show rate, and repeat visits.