All templates

FlowSales and leadsClinics

Visit request: first or follow-up, then a time

Someone asks for an appointment. The flow asks if it is a first or a follow-up visit, asks which times suit them and tags the request for your team. It never asks about symptoms.

Example

  1. Customer

    can I make an appointment?

  2. Reply

    Of course. Is this your first visit? 1. First visit 2. Follow-up visit 3. Something else

Parts in [brackets] are yours to fill in before you save.

Starts when

A DM contains "appointment", "book a visit", "see the doctor" or "consultation"

What happens

  1. Message with numbered choicesOf course, (contact name). Is this your first visit with us?1. First visit 2. Follow-up visit 3. Something else
  2. If they choose "First visit"
  3. Tag added: visit-request
  4. Send a messageWhich days and times suit you? Our team will confirm the time here. Please don't write health details in this chat. If it's urgent, call [your urgent number].
  5. Moved to Interested
  6. If they choose "Follow-up visit"
  7. Tag added: visit-request
  8. Send a messageWhich days and times suit you? Our team will confirm the time here. Please don't write health details in this chat. If it's urgent, call [your urgent number].
  9. Moved to Interested
  10. If they choose "Something else"
  11. Tag added: needs-person
  12. Send a messageSure. Someone from our team will reply here. If it's urgent, call [your urgent number].
  13. If they reply something else
  14. Asks again
  15. If there's no reply in 23 hours
  16. Flow ends here

Yours to fill in

  • [your urgent number]

Plan and usage

  • Growth and higher plans

Use it on your own account

VivaDialog is in early access. With an account, this template opens in the editor, ready for your own details.

Apply for early accessAlready have an account? Open this template