Hi {{contact.first_name}},
Thank you for reaching out to {{business_name}}. We're excited to help you achieve your goals.
Looking forward to meeting you!
— {{owner_name}}
", "trackingOptions": { "hasTrackingLinks": false, "hasUtmTracking": false, "hasTags": false } } }, { "name": "Wait 1 Hour", "type": "wait", "attributes": { "type": "time", "startAfter": { "type": "hour", "value": 1, "when": "after" }, "name": "Wait", "isHybridAction": true, "hybridActionType": "wait", "convertToMultipath": false, "transitions": [] } }, { "name": "Internal Notification", "type": "internal_notification", "attributes": { "type": "notification", "notification": { "body": "New lead: {{contact.first_name}} {{contact.last_name}} — {{contact.phone}} — {{contact.email}}", "title": "New Lead Alert", "userType": "user", "redirectPage": "contact", "type": "send_notification", "selectedUser": "" } } } ] }, { "name": "Appointment Reminder", "description": "Sends reminders at 24 hours and 1 hour before appointment.", "actions": [ { "name": "Send 24hr Reminder SMS", "type": "sms", "attributes": { "body": "Hi {{contact.first_name}}, this is a friendly reminder about your appointment at {{business_name}} tomorrow. Please reply CONFIRM to confirm or call us at {{business_phone}} to reschedule.", "attachments": [] } }, { "name": "Wait 23 Hours", "type": "wait", "attributes": { "type": "time", "startAfter": { "type": "hour", "value": 23, "when": "after" }, "name": "Wait", "isHybridAction": true, "hybridActionType": "wait", "convertToMultipath": false, "transitions": [] } }, { "name": "Send 1hr Reminder SMS", "type": "sms", "attributes": { "body": "Hi {{contact.first_name}}, your appointment at {{business_name}} is in 1 hour! We look forward to seeing you.", "attachments": [] } } ] }, { "name": "No-Show Follow Up", "description": "Follows up with patients who missed their appointment.", "actions": [ { "name": "Add No-Show Tag", "type": "add_contact_tag", "attributes": { "tags": ["appointment-no-show"] } }, { "name": "Wait 30 Minutes", "type": "wait", "attributes": { "type": "time", "startAfter": { "type": "minute", "value": 30, "when": "after" }, "name": "Wait", "isHybridAction": true, "hybridActionType": "wait", "convertToMultipath": false, "transitions": [] } }, { "name": "Send No-Show SMS", "type": "sms", "attributes": { "body": "Hi {{contact.first_name}}, we missed you at {{business_name}} today! We'd love to reschedule at a time that works for you. Reply to this text or book here.", "attachments": [] } }, { "name": "Wait 24 Hours", "type": "wait", "attributes": { "type": "time", "startAfter": { "type": "hour", "value": 24, "when": "after" }, "name": "Wait", "isHybridAction": true, "hybridActionType": "wait", "convertToMultipath": false, "transitions": [] } }, { "name": "Send Follow Up Email", "type": "email", "attributes": { "subject": "We missed you!", "html": "Hi {{contact.first_name}},
We're sorry we missed you at your appointment today. Life gets busy — no worries!
We'd love to reschedule at a time that works better for you.
Best,
{{owner_name}}
{{business_name}}
", "trackingOptions": { "hasTrackingLinks": false, "hasUtmTracking": false, "hasTags": false } } } ] }, { "name": "Post-Visit Review Request", "description": "Requests a Google review 2 hours after an appointment.", "condition": "wants_reviews == true", "actions": [ { "name": "Add Review Requested Tag", "type": "add_contact_tag", "attributes": { "tags": ["review-requested"] } }, { "name": "Wait 2 Hours", "type": "wait", "attributes": { "type": "time", "startAfter": { "type": "hour", "value": 2, "when": "after" }, "name": "Wait", "isHybridAction": true, "hybridActionType": "wait", "convertToMultipath": false, "transitions": [] } }, { "name": "Send Review Request SMS", "type": "sms", "attributes": { "body": "Hi {{contact.first_name}}, thank you for visiting {{business_name}} today! If you had a great experience, we'd really appreciate a quick Google review. It helps others find us!", "attachments": [] } } ] }, { "name": "Reactivation — 90 Day Inactive", "description": "Re-engages patients who haven't visited in 90 days.", "actions": [ { "name": "Add Reactivation Tag", "type": "add_contact_tag", "attributes": { "tags": ["reactivation-candidate"] } }, { "name": "Send Reactivation SMS", "type": "sms", "attributes": { "body": "Hi {{contact.first_name}}, it's been a while since your last visit to {{business_name}}. We miss you! Book your next session and get 10% off.", "attachments": [] } }, { "name": "Wait 3 Days", "type": "wait", "attributes": { "type": "time", "startAfter": { "type": "days", "value": 3, "when": "after" }, "name": "Wait", "isHybridAction": true, "hybridActionType": "wait", "convertToMultipath": false, "transitions": [] } }, { "name": "Send Reactivation Email", "type": "email", "attributes": { "subject": "We miss you, {{contact.first_name}}!", "html": "Hi {{contact.first_name}},
It's been over 90 days since your last visit to {{business_name}}, and we wanted to check in.
As a valued patient, we'd like to offer you 10% off your next treatment. Just mention this email when you book.
See you soon!
{{owner_name}}
", "trackingOptions": { "hasTrackingLinks": false, "hasUtmTracking": false, "hasTags": false } } } ] } ], "forms": [ { "name": "New Patient Intake", "description": "Basic intake form for new patients", "fields": [ { "label": "First Name", "type": "text", "required": true }, { "label": "Last Name", "type": "text", "required": true }, { "label": "Email", "type": "email", "required": true }, { "label": "Phone", "type": "phone", "required": true }, { "label": "Date of Birth", "type": "date", "required": true }, { "label": "What service are you interested in?", "type": "select", "required": true, "options": "{{services}}" }, { "label": "How did you hear about us?", "type": "select", "required": true, "options": ["Google", "Facebook/Instagram", "Friend/Family Referral", "Doctor Referral", "Drive By", "Event", "Other"] }, { "label": "Do you have any allergies or medical conditions we should know about?", "type": "textarea", "required": false }, { "label": "Preferred contact method?", "type": "select", "required": true, "options": ["Text", "Email", "Phone Call"] }, { "label": "I consent to receive text messages and emails from {{business_name}}", "type": "checkbox", "required": true } ] } ] }