Appointment Scheduling and CommunicationPurpose
1.2. Automatedly reach clients after each session to solicit reviews, testimonials, and actionable insights using diverse channels and methods.
1.3. Ensure feedback is captured, stored, and analyzed systematically without manual intervention, creating a continuous automation loop for client satisfaction monitoring and data-driven decision-making.
Trigger Conditions
2.2. Trigger based on calendar event status “completed,” or specific label applied.
2.3. Automation trigger set to activate at predetermined intervals (e.g., 1 hour or 24 hours post-session).
2.4. Automate from a manual override if staff initiates feedback cycle for specific clients.
Platform Variants
• Feature/Setting: Programmable SMS API; automate personalized feedback request via SMS; configure endpoint POST to /Messages with templated message.
3.2. SendGrid
• Feature/Setting: Mail Send API; automate transactional email with feedback form link; API call to /mail/send using dynamic templates.
3.3. Google Sheets
• Feature/Setting: Google Apps Script; automate feedback entry logging; configure onFormSubmit trigger for real-time feedback storage.
3.4. Zapier
• Feature/Setting: “Schedule by Zapier” with webhooks; automate multi-platform workflow for feedback delivery and capture.
3.5. HubSpot
• Feature/Setting: Workflows automation; automate follow-up email or SMS; configure in Marketing > Workflows using feedback collection template.
3.6. Salesforce
• Feature/Setting: Process Builder + Email Alerts; automate post-appointment surveys; configure process based on completed event status.
3.7. Mailchimp
• Feature/Setting: Customer Journeys; automate feedback campaign triggers; set automation for audience segment “recent appointments.”
3.8. SurveyMonkey
• Feature/Setting: Survey invitations API; automate feedback survey delivery; configure via send_invites endpoint.
3.9. Typeform
• Feature/Setting: Webhooks/API; automate survey invites on appointment completion; use /responses webhook subscription.
3.10. Google Forms
• Feature/Setting: Automatic form link generation; automate email/SMS sharing post-session; scripted mail service in Apps Script.
3.11. Calendly
• Feature/Setting: Webhook or Zapier integration; automate feedback workflow when appointment status is updated.
3.12. Acuity Scheduling
• Feature/Setting: Appointment Complete triggers; automate email/SMS follow-up via integrations.
3.13. JotForm
• Feature/Setting: Post-submission redirects; automate feedback collection post-appointment with email triggers.
3.14. ActiveCampaign
• Feature/Setting: Automation builder; automate post-session feedback journeys; define trigger as “appointment completed.”
3.15. Slack
• Feature/Setting: Incoming Webhooks; automate team notification with feedback summary after collection.
3.16. Airtable
• Feature/Setting: Automations with triggered actions; automate recording of feedback from forms or email replies.
3.17. Microsoft Power Automate
• Feature/Setting: Automated cloud flow; automate feedback requests using “When an event is added/changed” calendar trigger.
3.18. WhatsApp Business API
• Feature/Setting: Automated templated messages; automate post-visit feedback collection sequence.
3.19. Intercom
• Feature/Setting: Automated Messages; automate in-app prompt or email for post-appointment feedback.
3.20. Pipedrive
• Feature/Setting: Workflow Automation; automate deal-linked appointment feedback reminders.
3.21. Zendesk
• Feature/Setting: Triggers & Automations; automate feedback ticket creation and follow-up to clients post-appointment.
3.22. Freshdesk
• Feature/Setting: Scenario Automations; automate client satisfaction survey after ticket or appointment closure.
Benefits
4.2. Centralizes all feedback for automatable analysis and reporting.
4.3. Enables scalable, consistent feedback collection for every therapy session.
4.4. Drives continuous service improvement through rapid, automatedly gathered insights.
4.5. Automates compliance with industry best-practices for patient satisfaction monitoring.