Automated Appointment Scheduling and Confirmation:

When a client books an appointment through Calendly, AgencyBloc automatically updates the client's profile with the new appointment details. Confirmation emails and reminders are sent out to both clients and relevant healthcare providers. This ensures all parties are informed and prepared, reducing no-shows and enhancing the overall scheduling process.

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Seamless Data Sync for Client Records:

Upon scheduling an appointment via Calendly, client information is automatically synced with AgencyBloc's database. This integration ensures that all client interactions and updates are accurately reflected in their records, providing healthcare providers with up-to-date information for informed decision-making and personalized care.

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Follow-Up Task Creation for Post-Appointment Actions:

After an appointment is completed, AgencyBloc automatically generates follow-up tasks based on the outcomes or next steps discussed during the session. These tasks, such as sending follow-up emails or scheduling future appointments, are assigned to the appropriate team members with deadlines, ensuring consistent client engagement and care continuity.