Help / Marketing & patient acquisition
Leads (CRM)
Record and follow up everyone who asked until they become a patient.
Available to: Owner, admin and reception
- 1
From the menu: Marketing & growth → Leads. Leads from landing pages, ads and online booking appear here automatically.
- 2
A lead called or messaged on WhatsApp? Tap «New lead» and enter their name, number and source. If the number is already registered the system warns you.
- 3
Log every call or message on the lead, and set the next follow-up so it shows in your bell.
- 4
«Book an appointment» opens the calendar with the details filled in. The lead moves automatically to «Booked», then «Attended», then «Became a patient» with the first invoice.
- 5
If they don't continue, choose the reason (price, too far, not answering…) so you know why you're losing leads.
Tips
- The «Marketing report» shows how many leads each source and campaign brought, how many became patients, and their revenue.