Conversational, not chaotic
- Prompts and quick replies replace long forms on a tiny screen.
- They always know whether a slot is held, confirmed, or needs action.
- Language and steps can follow your clinical and regional norms.
Workflow
How it works
Patients book through guided WhatsApp interactions. Your team runs appointments and operations in one workspace — built so clinical load stays legible, not scattered across chats and spreadsheets.
- 01
Patient starts on WhatsApp
They message your practice number or follow a short link. No app store, no password — just the channel they already use for everyday coordination.
- 02
Guided intake and slot choice
Saving Grace walks them through specialty, location, reason for visit, and consent steps you define. Quick replies keep thumbs and front-desk time aligned.
- 03
Confirmation in-channel
Patients receive clear confirmations and what-to-bring notes on WhatsApp, so expectations are set before they arrive.
- 04
Practice workspace updates
Bookings appear in your team’s structured views — who triages, who owns the slot, and what still needs a human follow-up.
- 05
Iterate on volume and drop-off
Funnel signals show where people stall. You tune templates, capacity, and copy with your implementation contact — not in a black box.
Two sides, one flow
What patients see vs. what your team runs
The product stays narrow on purpose: make entry easy for patients and fulfilment dependable for staff — without turning WhatsApp into an unmanaged inbox.
Scoped, accountable views
- Coordinators see queues; clinicians see what matters for care — not every raw message thread.
- Changes to flows and templates are deliberate, versioned, and discussed in implementation — not ad hoc edits in production.
- Reporting focuses on booking health: volume, completion, and where people drop off.
Rollout
From kickoff to a 30-day pilot
We align flows to your roster, locations, and consent requirements before patients hit production templates. Your team gets training paths that match real roles — not a generic slide deck.
Discovery and mapping
We document how booking works today — phone, web, walk-in — and where WhatsApp should sit so nothing falls through the cracks.
Template and workspace setup
Flows, roles, and hand-offs are configured together; Meta template and conversation costs are part of the commercial conversation.
Pilot and tuning
A guided 30-day window to prove throughput, adjust copy, and decide what “good” looks like before you scale volume.
Want this mapped to your specialties and sites? We will walk the exact patient path and the screens your staff would use in week one.