Scheduling Agent
Appointments booked, moved and confirmed without the phone tag. The Scheduling Agent handles requests by email or text, keeps your calendar full from a waitlist, and sends reminders so fewer people forget.
The problem
One appointment can take a dozen messages: offer times, wait, offer again, confirm, remind. Cancellations leave gaps that nobody has time to fill, and the waitlist lives on a sticky note.
How it works
- Reads requestsBooking, moving or canceling, by email or text, in plain language.
- Finds open timesFrom your calendar or practice management system, using your rules for appointment types, lengths and buffers.
- Offers and holdsSuggests times to the person and holds the one they pick.
- Books it needs approvalThe appointment is written to your calendar once your staff approve it, or automatically for the appointment types you choose.
- Confirms, reminds and fills gaps needs approvalConfirmations, reminders and waitlist offers use message templates you approve. Texts go only to people who agreed to them and carry STOP to opt out (TCPA).
- Read and answer scheduling requests
- Offer open times by your rules
- Send approved confirmations and reminders
- Offer cancellations to your waitlist
- Double-book or override your rules
- Book without approval, until you allow it
- Text anyone who hasn't agreed to texts or has opted out
- Discuss clinical or billing details
Book a demo
Tell us a little about your office. We reply within one business day to set up a 20-minute demo of the Scheduling Agent. Prefer to talk now? Call 719-451-1218.
Thanks, that is on its way.
We will email you within one business day to set a demo time. An automated first estimate may arrive by email before that; the prices on this page are what we quote. If it is urgent, call 719-451-1218.