A client has an upcoming session
ALLIED HEALTH
Help clients keep the next appointment.
Attendance confirmations and agreed follow-up using eligible customer signals from a connected Google Sheet.
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Web form · Consult enquiry
Illustrative example. Names and details are made up.
FROM YOUR SHEET TO WHATSAPP
Your existing exports are enough to start.
Most allied health already export bookings, enquiries or due lists. Connect that Google Sheet, map the phone column and let each new row start the right conversation.
Browse sheet-triggered recipes →EXAMPLE JOURNEY
Start with a practical customer moment.
Supply the eligible contact and event in Google Sheets. Send a relevant administrative or consented follow-up. The client confirms or asks to reschedule.
The person reaches the goal, the source event changes, an opt-out arrives or the follow-up limit is met.
GOOGLE SHEETS
Your sheet supplies the context.
Attendance confirmations and agreed follow-up
Use a new row to pass the contact, the reason for the message and the next step. Keep the source record current.
- Contact name and WhatsApp number
- Relevant event or booking reference
- Permission and suppression status
- A team member who owns the reply
YOUR OPERATING RULES
Set the boundaries before activation.
Keep treatment details out of routine messages. Your practitioner decides whether any clinical follow-up is appropriate.
Keep messages relevant
Send only the information needed for this customer moment.
Handle replies properly
Assign a person who can resolve requests or route them safely.
Stop when the context changes
A cancellation, completed goal or opt-out must change the follow-up.
GET STARTED
Set up the first journey.
- 01
Choose one administrative or permission-based use case.
- 02
Prepare a small set of test records in your connected sheet.
- 03
Review template wording and sector requirements.
- 04
Test confirmations, changes, opt-outs and missing data.
- 05
Review outcomes with the person handling replies.
USE CASES FOR ALLIED HEALTH
What allied health run on ConvoHut.
Marketing, sales and support journeys that suit allied health, each with a free PDF playbook.
Support
Appointment confirmations and reminders
Confirm bookings and remind customers before appointments, with an easy way to confirm or reschedule by reply.
Google Sheets · Zapier · Contact importSee the journey →SupportNo-show and cancellation recovery
When someone misses or cancels an appointment, send a kind message offering a new time, before they drift away.
Google Sheets · ZapierSee the journey →SupportService due and recall reminders
Remind customers when a service, check-up or maintenance visit is due, with a link to book or a reply to arrange a time.
Google Sheets · ZapierSee the journey →SupportCustomer feedback and CSAT
Send a one-question feedback message after an order, visit or job, and route unhappy replies to a person straight away.
Google Sheets · Shopify · ZapierSee the journey →SalesPayment and invoice reminders
Send friendly reminders before and after an invoice is due, with the amount and your payment link, straight from your accounting export.
Google Sheets · ZapierSee the journey →SupportCustomer onboarding
Guide new customers or members through their first days with short, timely WhatsApp messages, and answer questions in the same thread.
Google Sheets · ZapierSee the journey →LIVE NOW · 7-DAY FREE TRIAL
More sales from every conversation.
WhatsApp marketing, sales and support from your own number. 7-day free trial, free onboarding and Meta verification help.
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