Client Management & SchedulingPurpose
1.2. Automatedly remind clients of recommended self-regulation techniques, encourage post-therapy tracking, and receive valuable feedback.
1.3. Reduce manual administration in the therapist schedule, automatedly maintain compliance documentation, and improve therapy session outcomes.
Trigger Conditions
2.2. End-time for a session reached in the therapist’s digital calendar.
2.3. Client checks out at the reception or via mobile app.
2.4. Automated trigger when biofeedback data is uploaded to system post-session.
2.5. Manual tag or checkbox ("Send follow-up") activated by therapist.
Platform Variants
3.1. Google Calendar
• Feature: Calendar event “ended” trigger; configure via Calendar API “event.watch” to automate follow-up email.
3.2. Microsoft Outlook
• Feature: “Calendar event completed” trigger; use Graph API “calendarView” with webhook automation for follow-up.
3.3. Calendly
• Feature: Webhook for “event ended”; use Calendly Webhook to automate downstream emails.
3.4. Acuity Scheduling
• Feature: Post-appointment trigger (API “appointment.updated”); automate with native webhook/events.
3.5. Setmore
• Feature: Appointment “Mark as completed” triggers webhook; automate email via Setmore Integrations.
3.6. Square Appointments
• Feature: Appointment status webhook; configure Square Webhooks for “appointment.updated” to automate email.
3.7. SimplePractice
• Feature: Session completed notification; use SimplePractice API “listAppointments” for automation.
3.8. Thryv
• Feature: After-service automation via Thryv Automations (“Service Completed”).
3.9. Zoho Bookings
• Feature: “Booking Completed” automated trigger; configure via Zoho Booking Automation > Workflows.
3.10. Mindbody
• Feature: Session status change trigger (“completed”, Mindbody API “Appointment” webhooks).
3.11. Jane App
• Feature: End-of-appointment automated notification; configure Jane API “appointments.list”.
3.12. Mailgun
• Feature: “SMTP send” automated with REST API `/messages` after appointment triggers.
3.13. SendGrid
• Feature: “Transactional Email API” automated send via `/mail/send` triggered by webhook.
3.14. Amazon SES
• Feature: “SendEmail” API automates message dispatch upon scheduling system trigger.
3.15. Twilio SendGrid
• Feature: “Automations” to send post-appointment emails with event-based triggers.
3.16. ActiveCampaign
• Feature: “Automations” > trigger on custom field update (e.g., “Last appointment date”).
3.17. HubSpot
• Feature: “Workflows” with enrolled contacts, automate email based on property changes.
3.18. Salesforce Marketing Cloud
• Feature: Journey Builder automation—entry source “appointment completed” event.
3.19. Outlook 365
• Feature: Power Automate Flow with “When event is completed” automation, sending Outlook emails.
3.20. Klaviyo
• Feature: “Flows” automation—triggered by custom event “Session Completed”.
3.21. Zoho CRM
• Feature: Workflow Rules—automate follow-up email on activity status automation.
3.22. Pipedrive
• Feature: Automation—set trigger on “Activity marked as done” to automate personalized email.
3.23. Intercom
• Feature: Automated Messages—trigger based on user event “Appointment Finished”.
3.24. Freshdesk
• Feature: Scenario Automation—send email after ticket, appointment, or field change.
3.25. Keap (Infusionsoft)
• Feature: Campaign Builder—automate sequence triggered by “Appointment Completed”.
Benefits
4.2. Automates client engagement and education, improving outcomes.
4.3. Automates feedback loop for continuous service improvement.
4.4. Less manual work, reduces errors, and automates compliance.
4.5. Fosters client loyalty and automates retention.
4.6. Ensures every client receives post-session support and automates documentation.