Workflow review
Walk through how no-shows, late cancellations, and recovery currently get handled.
Pilot
Request a validation meeting
The first conversation is not a heavy product demo. It is a short operator review of the current no-show, confirmation, and recovery workflow to see whether a lightweight pilot is worth it.
- 15 minutes
- Founder-led
- Google Calendar follow-up
What the first meeting should do
Practical enough for a real yes or no
Signals and constraints
Review where the clinic gets visibility too late and what data or tooling already exists.
Pilot fit
Decide whether the operational pain is strong enough for a measurable pilot.
Local booking flow
Choose a preferred slot and one backup option
This planner currently works as a request flow. Choose a first option and an optional backup, then open a Google Calendar draft while live routing is still being connected.
- Name and business contact details
- Short context about clinic and current workflow
- Meeting format plus a first and second time option
Book Meeting
Request a validation meeting
Live routing is not connected yet. The planner therefore creates a clean local handoff plus a Google Calendar draft from the first preferred slot.
Request ready for follow-up
Your request has been saved locally for the live handoff.
The planner has saved the request locally. Open the Google Calendar draft for the first preferred slot, or copy/download the handoff while live routing is still inactive.
Not ready to book yet?
Review the trust page first for the data boundary, proof posture, FAQ, materials, and legal notes before returning to the planner.