ClinicMonk™ handles the confirmations and reminders before a consult call on its own. There are three things it can't do for you: be on the call, record whether the person turned up, and record whether they became a paying client.
What ClinicMonk™ has already done
By the time the call comes around, the automation has:
Moved the lead to Consult Booked and tagged them consultation booked.
Sent the lead a confirmation text and email, then reminders in the days and hours before the call.
Emailed your clinic administrator with the subject New Consultation Appointment Booked.
Two separate articles cover what gets sent, and when.
Steps
Open the email with the subject New Consultation Appointment Booked. It contains no details about the person who booked, protecting PHI — only the appointment date and time, and a link to your appointments list. Click that link to see who it is. You can also skip the email and sign in to ClinicMonk™ directly.
Be on the call at the booked time.
After the call, mark the appointment Showed or No Show.
If the person became a paying client on the call, mark the lead Won.
That's the whole job. Steps 3 and 4 are separate — marking the appointment Showed records that they turned up, not that they signed up.
What you don't have to do
Cancellations. If the person cancels their call, ClinicMonk™ sees it and starts the cancellation follow-up by itself. You don't mark anything.
Replies. When someone answers one of the automated post-consult messages, you'll get an email letting you know. Your reply itself still has to be written by a person, in Conversations.
What happens next
Marking the appointment releases the follow-up. Showed and No Show each start a different sequence of messages to the lead. What each one sends is covered in a separate article.
Until the appointment is marked, none of that runs. The lead stays in Consult Booked.
Marking the lead Won starts ClinicMonk™'s new client automation.
What you're aiming for
The consult call is a step toward a paid appointment with a therapist, not the end point. Marking the lead Won is how you record that it got there.
Click-by-click: record whether the person attended
Complete these steps after the consult. The screenshots show a clearly labelled test appointment in The Sandbox.
In ClinicMonk™, click Calendars in the left menu, then Appointment list view at the top (arrow 1).
Click All (arrow 2) to find an appointment that has already happened. Past appointments may not appear under Upcoming.
Find the correct person, appointment date and consult calendar. In that row, click the current value under Status, such as Confirmed (arrow 3).
Click the screenshot to see it full size.
Choose Showed if they attended (arrow 1), or No show if they did not attend (arrow 2). Attendance is separate from becoming a paying client.
Click the screenshot to see it full size.
In the Update appointment status window, check the status in the confirmation message, then click Update (arrow 1).
Check the appointment row now displays the status you selected.
Click the screenshot to see it full size.
If they become a paying client
Also mark the lead Won. Follow How to Use Your Visual Pipeline to Convert Leads for the current pipeline steps, and What Happens When You Mark a Lead as Won for the automation that follows.
Use Consult Call Script and Structure during the call. What Happens After a Consult Call explains the follow-up messages triggered by each attendance outcome.