From a first message to a place in your diary.

1. 01

   Arrives

   Website, WhatsApp, Instagram or Facebook. One inbox, day or night.

2. 02

   Understood

   Answered from information you approve, and qualified against your questions.

   PMPriya MistryWhatsApp21:14

   Are you taking new customers? What does a first appointment cost?

   We are. A first appointment is £65 and takes about 30 minutes. Is there anything particular you’d like looked at?

   Mostly routine, but one thing has been bothering me for a couple of weeks.

   I’ll note that for the team. Thursday 10:15 with Amara Whitfield, or Friday 09:00?

   Thursday, please.

   Qualification summary

   Service

   First appointment

   Focus

   One ongoing issue to note

   Timeline

   This week

3. 03

   Booked, or handed on

   With built-in booking on, the customer picks a real available time. With it off, Clinqly shares your own booking link or hands the enquiry to your team.

   First appointmentAmara Whitfield · Senior practitioner

   Thursday 12 March

   10:1511:0014:30

   Confirmed · 10:15 · Amara Whitfield

4. 04

   In the Clinqly calendar

   If you booked in Clinqly, the appointment lands here, where your team manages the diary, availability, booking rules and manual bookings.

   Clinqly calendarThursday 13 MarchAgendaList

   1. 09:00Priya MistryNew customer appointment · 30 minAI receptionist
   2. 09:40Tom WhelanStandard appointment · 20 minClinqly booking page
   3. 10:15Sam ReeveFollow-up appointment · 20 minAdded by reception
   4. 11:00Jo BarnesConsultation · 45 minAI receptionist

   Booking rules

   Minimum notice

   24 hours

   Booked up to

   60 days ahead

   Slot interval

   15 minutes

   Buffer after

   10 minutes

   Opening hours

   • Mon09:00 - 17:00
   • Tue09:00 - 17:00
   • Wed09:00 - 19:00
   • Thu09:00 - 17:00
   • Fri09:00 - 15:00
   • SatClosed

   Dr Ellis · Fri 14 March · all dayThose times stop being offered.

5. 05

   With the practitioner

   Each invited practitioner sees their own day and manages their hours and time off in their own workspace.

   NFNadia FaroukPractitionerPractitioner portal

   Your day · Thursday 13 March

   1. 09:00New customer appointment30 min · AI receptionist
   2. 10:15Follow-up appointment20 min · Added by reception
   3. 11:00Consultation45 min · Clinqly booking page

   Your weekly hours

   • Mon09:00 - 17:00
   • Tue09:00 - 17:00
   • WedNot working
   • Thu09:00 - 17:00
   • Fri09:00 - 13:00

   Time off

   Mon 24 March · all dayRemoved from public booking.

   Your booking profile

   Photo · role · short bioShown when customers book

   Their own diary only. No billing, reports, customers or other practitioners.

6. 06

   Kept moving

   A workflow you switched on from a template, or built yourself, carries the enquiry forward and stops the moment the customer replies.

   New enquiry follow-upUse a templateCreate from scratchDraft

   Before the workflow Clinqly answered and qualified the enquiry

   TriggerNew enquiryStarts the workflow

   WaitWait 1 day

   ConditionHas the customer replied?

   Yes

   EndStop follow-upNothing more is sent

   No

   ActionSend follow-up emailOr notify your team
7. 07

   Handed over

   Anything professional or uncertain goes to the right person.

8. 08

   In front of the team

   Today and Needs You open already prioritised, with an owner on every item.

   Needs you · 2

   Alex RoweFacebookEscalated12m ago

   Asked something your team should answer

   Open

   Jo BarnesWebsiteBooking34m ago

   Wants a time that has just been taken

   Review
9. 09

   Across locations

   Each site keeps its own team and diary; owners keep oversight.

Clinqly runs the routine front desk. Professional judgement stays with your team.