Workflows
Automate the repetitive parts of your practice.
Triggers
Appointment created
Appointment cancelled
Intake form received
Portal invite
Invoice paid
Chat message received
Add a trigger
Add an action
Build a workflow
Pick a trigger and add actions to automate your practice. System workflows are already running in the background.
No clear first step. The page reads as a builder, several system workflows are silently on, and nothing tells a brand new user what to turn on first or when it would fire.
Turn on your first automation
Each one is ready to go. Turn it on and we will tell you exactly when it fires next.
Send intake
Try this
When a client books, we send your intake form so it is done before the appointment.
Inactive
Your default intake form is not set. Use New client intake form?
This fires when a client books. They get New client intake form to complete before the appointment.
Email, no extra cost
Intake automation is on. Every new client who books gets New client intake form to complete before their appointment.
Details
TriggerWhen a client books an appointment
SendsNew client intake form
ChannelEmail
Intake fires when a client books. Share your booking link so they can.
Send appointment reminders
24 hours before the appointment, by email and SMS.
Inactive
Email
Free, on
SMS
This fires 24 hours before each appointment. The first one goes out as soon as you have a booking.
Edit details
1Reminder typeAppointment
2Send24 hours before
3ChannelsEmail, SMS on Plus
4AudienceAll clients
5Message contentEdit
6Reply handlingForward to inbox
7Quiet hours9pm to 8am
8Time zoneClient local time
These defaults work for most practices. You can change them anytime.
Takes effect immediately
Reminders are on. We will send the first one as soon as you have a booking.
Details
Trigger24 hours before each appointment
ChannelEmail now, SMS on the Plus plan
Reminders fire before an appointment. You do not have one yet, so add one to see this work.
Send intake automatically
Send your intake form the moment a client books, so it is done before the appointment. This unlocks once you have an intake template.
System workflows ship on by default in Carepatron. These cards make the turn-on deliberate and easy to find, and say in plain language exactly when each one fires next.