Clinic Monk

In ClinicMonk™, inquiries (leads) move through a visual pipeline to ensure every prospective client is tracked and followed up with. While…

How Leads Land in ClinicMonk™

This article explains how a lead moves to the In Communication stage on its own, what triggers the move, which leads don't move, and what…

How Leads Move to In Communication

Updated seven-day guidance: implementation not yet verified The intended change requested on October 14, 2026 is to replace automatic Lost…

What Happens to Leads Who Don't Book

This article explains what the Client Journey pipeline is, what each stage means, how leads move through it, and the actions you handle by…

The “Client Journey” Pipeline

This article explains what ClinicMonk™ does when a lead's status is set to Won — how the contact changes, which automations stop, and the…

What Happens When You Mark a Lead as Won

This article explains what happens when you mark a lead as not qualified in ClinicMonk™ — the tag that gets applied, the automations that…

Marking a Lead as Not Qualified

Want the reasons in your “Not Qualified Lead” dropdown to better match your practice? Edit the existing field’s options in Settings. You do…

Customize Your “Not Qualified” Lead Options

Nicole McCance

Visual Pipeline

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