Messaging, CRM and website
Confirmations, reminders, the lead pipeline, website chat and web form forwarding.
- Confirmations and remindersWhich messages your patients receive after a booking, when reminders go out, which channels are used and how you control them.
- The lead pipelineHow enquiries from calls, chat, forms and messages land in one pipeline, how leads move through stages and how your team follows up.
- Website chat widgetWhat the 2care chat widget does on your website, how visitors book live into your schedule, and how your team takes over a conversation.
- Forwarding your web formHow to send enquiries from your own website form into the 2care CRM with one script tag, keeping your marketing attribution intact.
- Recall and outreach campaignsHow to run outbound calls and messages for recalls, reminders and follow-ups, who is contacted, and how results are reported.