A booking needs confirmation
MEDICAL PRACTICES
Keep appointment messages practical and private.
Appointment confirmations and administrative follow-up using eligible customer signals from a connected Google Sheet.
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Sheet · Clinic update
Illustrative example. Names and details are made up.
FROM YOUR SHEET TO WHATSAPP
Your existing exports are enough to start.
Most medical practices 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. An appointment is confirmed or changed.
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.
Appointment confirmations and administrative 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.
Use approved clinical systems for symptoms, diagnosis and urgent concerns. This journey is administrative, not clinical advice.
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 MEDICAL PRACTICES
What medical practices run on ConvoHut.
Marketing, sales and support journeys that suit medical practices, 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.
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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 →SupportShared inbox for customer questions
Bring WhatsApp questions into one shared inbox with the customer’s details and journey history, so your team replies fast and nobody answers twice.
Google Sheets · Zapier · ShopifySee 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.
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