Sample Workflow - Not a Client Case Study
Med Spa Appointment and Review Follow-Up
Med spa example workflow in Amherst, NY. This is not a real client result.
Problem
The front desk manually answers repeat questions, confirms appointments, and follows up after visits.
Automate reminders and common follow-up while routing sensitive questions to staff.
Tools used
- Calendar
- SMS
- FAQ content
Workflow
Sample steps.
- Send confirmation after booking.
- Send a reminder before the appointment.
- Route common preparation questions to approved FAQ content.
- Notify staff when a customer needs a human response.
- Send a polite review request after the visit.
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