Lead sources
- WhatsApp treatment inquiry.
- Website appointment form.
- Instagram DM routed to the coordinator.
- Email follow-up request from an existing patient.
Sample workflow
Clinic and aesthetics inquiries.
Separate booking-ready patients from price-only inquiries and follow-ups without losing the human approval step.
First qualification questions
- Which treatment or concern?
- First visit or returning patient?
- Preferred date and time?
- Urgency or event date?
- Ready to book or checking price first?
Priority
Signal
Draft next action
Hot
Specific treatment, preferred time, ready to book.
Confirm available slots and ask for the minimum booking details.
Warm
Interested but price-focused or unsure.
Ask one clinical-fit question and offer a consultation path.
Follow-up
Returning patient or post-treatment question.
Route to coordinator or clinician-approved response queue.
Example owner summary
Three new inquiries today: one ready to book a Botox consultation this week, one price-only filler inquiry, and one returning patient asking for a follow-up slot. Draft replies are prepared for coordinator review.
Safety note
The workflow does not provide medical advice. It structures intake and drafts operational replies that should be reviewed by the clinic.