The link your customers get by text or on your site. They only see times your calendar really has free.
Book a visit with Lakeside Family Clinic
book.example/medical-clinic (sample address)
Wednesday 18
Thursday 19
Friday 20
Texts to your customers Front Desk
Sent automatically, in your company name. Replies come back to your queue.
Appointment confirmation
You are booked Mon Nov 23 at 9:20 am. Please bring your health card. Reply C to change.
Thank you
Reminder, two days before
Reminder: your appointment is Wednesday at 11:40 am (phone visit). The doctor will call you. Reply Y to confirm or C to change.
Y
Missed call, text back
Sorry we missed your call. For an emergency call 911. To book, reply here or use: book.example/visit (sample). Please do not text medical details.
I need a check-up, mornings
We have Monday 9:20 am or Thursday 9:00 am. Which suits you?
Alert to the clinic manager
REVIEW · a caller reported chest pain at 9:12 pm and was told to call 911 immediately. No name given. Recording in the queue.
Weekly report Front Desk
Emailed every Monday. One page, the numbers that matter.
Calls answered
118
Appointments booked
71
Booked value
71 visits
Calls missed
0
When the calls came in
Calls
Office hours, lines busy
52
Evenings
34
Nights
6
Weekend
26
What callers wanted
Calls
Booked
Book, move or cancel
74
62
Prescription renewal
13
9
New patient
9
added to list
Results, medical questions
15
passed to nurse
Emergency
1
told to call 911
Three calls worth listening to this week
▶ Mon 7:05 pm · check-up · booked in 1 min 30
▶ Mon 9:12 pm · chest pain · told to call 911 at once
▶ Wed 10:15 am · asked for results · passed to the nurse, nothing disclosed
Waiting list and no-shows Front Desk + Revenue
Cancelled slots are offered to the waiting list, and missed appointments are followed up.
Patient
Situation
Slot
Status
From waiting list
Friday 2:00 pm freed
Fri 2:00 pm
Refilled in 40 minutes
J. Olsen
Missed Tuesday 2:20 pm
—
Rebooking text sent
Family Adams
New patients, forms missing
Mon 10:00 am
Reminder sent
P. Kaur
Missed twice
—
Call by the office
Slots refilled this month: 14 of 19 cancellations
Reviews and reminders Front Desk + Revenue
Recalls when a visit is due. No review requests are sent for a medical clinic unless you ask for them.
After a missed visit
We missed you today. Would you like another time? book.example/visit (sample)
This month: 11 missed visits · 8 rebooked
Yearly check-up due
Hello, your yearly check-up is due. Pick a time: book.example/visit (sample)
Due in the next 30 days: 142 patients · already booked: 58
Doctors and rooms Full Office
Visits spread across doctors and rooms, phone visits grouped. Added after go-live, one step at a time.
Doctor
Today
Visits
Free time
Doctor 1
In person, morning · phone visits, afternoon
22
20 min
Doctor 2
In person all day
24
0 min
Nurse
Vaccinations, call-backs
15
40 min
Hours and billing Full Office
Prepared for your approval, then synced with your accounting. Added after go-live, one step at a time.
Hours this week, ready for payroll
Reception
74.0 h
Nurse
36.5 h
Manager
40.0 h
Billing prepared
Visits ready to bill
212
Rejected, to correct
5
Uninsured services invoiced
9 · $640
Phone load taken off reception
Calls handled without staff
64%
Average wait before
6 min
Average wait now
under 1 min
Social presence Front Desk + Revenue
The week's posts are drafted from your real jobs, reviews and opening hours. Practical information only, approved by the clinic manager. No medical advice, no patient stories. Replies and messages come back to your queue.
Day
Where
Draft post
Status
Mon
Google Business Profile
Holiday hours: the clinic is closed December 25 and 26. For emergencies call 911.
Waiting for approval
Wed
Facebook
Flu vaccination clinic on Saturday morning. Book your slot online.
Approved, scheduled
Fri
Google Business Profile
You can now book, move or cancel a visit online, day or night.
Draft
Networks set up for this trade: Google Business Profile, Facebook. You choose them, the rhythm and the subjects on your settings page.
A call, word for word Front Desk
A sample call as the assistant handles it. On your system you can read or listen to every call from the queue.
Thank you for calling Lakeside Family Clinic, this is Sam. If this is an emergency, please hang up and call 911. Otherwise, would you like to book, move or cancel a visit?
I would like to book my annual check-up.
Of course. Your name and date of birth, please?
Fatima Noor, March 4, 1984.
Thank you. A phone number, and do you prefer in person or by phone?
905-555-0155, in person. Mornings are best.
I can offer Monday the 23rd at 9:20 am or Thursday at 9:00 am.
Monday.
Noted: Fatima Noor, check-up in person, Monday the 23rd at 9:20 am. The office confirms tomorrow morning. Please bring your health card.
Try it yourself: go back to the site and press the round button.
Your settings page
Delivered after you subscribe. We pre-fill it from what you already publish; you correct it and your site updates at once.
1. Your site
Company
Lakeside Family Clinic
Cities you serve Please check
Oakville, Burlington
Opening hours Please check
Monday to Friday, 8:30 am to 5 pm
Services
Check-up
Follow-up visit
Phone visit
Prescription renewal
Vaccination
New patient registration
2. Your tools
☑ Google Calendar Connected
☑ Outlook / Microsoft 365 calendar Requested
☑ Your phone carrier (call forwarding) Requested
☐ TELUS PS Suite
☐ OSCAR Pro
☐ Accuro
☐ Ocean (online booking)
3. Social presence
☑ Google Business Profile On
☑ Facebook On
Rhythm: 2 posts a week · I approve each post
4. Help from a person
Self-service: write to us any time. Video calls with Mikael Perhirin are part of the guided option.
Day-30 review Front Desk
After 30 days we go through the results together and you decide: continue, or stop having paid the first month only.
In 30 days
Before
With the assistant
Calls answered outside office hours
0
236
Calls that reached voicemail
236
0
Appointments booked from those calls
a few call-backs
142
Time your office spent calling people back
about 6 h a week
about 1 h a week
Urgent calls handled within 15 minutes
not measured
all
Decision at day 30
Sample figures. Your own review uses your real calls.
Go: continue
Plans, options and free trial
Canadian dollars a month, before tax. 12-month term, no setup fee, stop at the day-30 review having paid the first month only.
Front Desk Front Desk
$450
For one person working alone, up to 10 people; self-setup
Calls answered in your name, English and French
Bookings and urgent calls
A site that books
A price list the assistant may quote
Daily queue, weekly report and three calls to listen to
250 call minutes
Front Desk + Revenue Front Desk + Revenue
$749
For 10 to 30 people
Everything in Front Desk
Quotes followed up
Reviews and reminders
Social presence
Plans renewed automatically
Which channel brings your work
Deposit or payment at booking
Ask your numbers in plain words
Your job or practice software connected
500 call minutes
Full Office Full Office
$1,200
For 30 people or more, or several locations
Everything above
Scheduling of your team
Hours and invoices prepared
Accounting connected, step by step
1,000 call minutes
Options
Guided setup and reviews by video call: $199
Social presence on Front Desk: $149
Job or practice software connection on Front Desk: $99
Extra 250 call minutes: $99
Additional location or phone line: $99
Free trial
7 days or 60 minutes of calls, after-hours and unanswered calls only, set up on your own settings page. A card is required; cancel before the end and you owe nothing.
Only what is written here is ever quoted on a call. Everything else is quoted by your team.
Service
What the assistant says
Sick note
$20
Form completion
from $40
Missed appointment
according to the clinic policy
Insured visits
no charge to the patient
Block fee plan Front Desk + Revenue
Recurring plans renewed automatically, with a reminder before each renewal.
Plan
What it includes
Price
Members
Annual block fee
Forms, notes and renewals by phone not covered by the health plan
$120 a year
310 patients
Family block fee
Same, for a household
$220 a year
140 families
Renewals this month: 42 due · 35 renewed · 7 reminded
Where your work comes from Front Desk + Revenue
One tracking number per channel. The report shows which one brings calls, and which one brings booked work.
Channel
Calls
Booked
Result
Phone, existing patients
86
62
62 visits
Online booking
21
21
21 visits
Google Business Profile
8
0
new-patient list
Referrals
3
3
3 visits
Deposit or payment at booking Front Desk + Revenue
A payment link goes out with the confirmation. Fewer no-shows.
Sample text
Payment link for uninsured services, sent with the confirmation. Pay here: pay.example/3k7d (sample)
Paid, thanks
This month
Payment links sent
31
Paid
27
No-shows
1, against 6 before
Ask your numbers in plain words Front Desk + Revenue
Write a question by email or message. The answer comes from your own calls, bookings and quotes.
How many cancelled slots were refilled this month?
14 of 19.
How long did callers wait this week?
Under one minute on average, against six minutes before.
How many people are on the new-patient list?
37.
Everything connected
Your assistant sits in the middle. Each function is plugged into the tool you already use; you choose them on your settings page.
BookingsGoogle Calendar
Waiting listTELUS PS Suite
ReviewsGoogle Business Profile
PaymentsStripe
InvoicesQuickBooks Online
Social postsFacebook
TextsYour phone line
ReportsEmail or Teams
In the middleYour assistant
Function
Connected to
What moves
Bookings
Google Calendar
A booked visit lands in your calendar
Waiting list
TELUS PS Suite
Open items are read and followed up
Reviews
Google Business Profile
Review requests go out, replies come back
Payments
Stripe
A payment link goes out with the confirmation
Invoices
QuickBooks Online
Prepared invoices and hours are sent for approval
Social posts
Facebook
Approved posts are published
Texts
Your phone line
Confirmations and reminders in your name
Reports
Email or Teams
Weekly report and urgent alerts
Sample. A connection is live only once you have authorised it and we have tested it with you.
Your tools, connected
After you subscribe you get a private settings page: tick the tools you already use and we connect them. The common ones for your trade are ready in each plan. Not on the list? Tell us; most tools can be connected.
Answering and booking Front Desk
Google Calendar
Outlook / Microsoft 365 calendar
Your phone carrier (call forwarding)
Jobs, customers and follow-up Front Desk + Revenue
TELUS PS Suite
OSCAR Pro
Accuro
Ocean (online booking)
Microsoft 365
Money and hours Full Office
QuickBooks Online
Xero
Sage
OHIP billing in your records software
Sample screen. A connection is live only once you have authorised it and we have tested it with you.
Social presence Front Desk + Revenue
The week's posts are drafted from your real jobs, reviews and opening hours. Practical information only, approved by the clinic manager. No medical advice, no patient stories. Replies and messages come back to your queue.
Networks set up for this trade: Google Business Profile, Facebook. You choose them, the rhythm and the subjects on your settings page.