01 · CONTROLLED HANDOFF
From an Instagram filler question to a consultation
01
A client DMs under a clinic post asking for information about lip filler; the message lands in the inbox and a new client record opens.
02
AI drafts a reply from the knowledge base; the patient coordinator edits it, states that an in-person consultation and clinician assessment are required, and sends it.
03
The record moves to the Consultation Booking stage, a coordinator is assigned and the booking link is shared.
04
The appointment syncs to Google Calendar and a reminder is scheduled for the day before, sent with clinic approval.
05
After the consultation the package is prepared as a quote, shared through a client-specific link, and the record moves to Package Quote.