← All use cases Consultation follow-up

Prepare consultations and stay in touch between sessions

Clients answer a questionnaire at their own pace before a consultation. Practitioners can review the answers to prepare and continue the conversation afterwards.

The starting need

Bring preparatory information together without spending the start of every appointment on a long spoken questionnaire.

The journey at a glance

Questionnaires before appointments, session notes and follow-up information in one place.

  1. Before the session

    The client answers a questionnaire.

  2. The practitioner

    Reviews the answers.

  3. The session

    Starts with context already collected.

  4. Between sessions

    Updates and notes stay together.

Real client example

Naturopathy, homeopathy and psychology

Naturopaths and homeopaths use a complete intake questionnaire before the first appointment. Psychologists make their chosen questionnaires available to clients. Depending on the journey, practitioners can share written or voice session notes and ask for updates between sessions, such as changes in pain.

What this makes possible

Clients prepare more easily, while practitioners have useful context and more time for the conversation.

Explore another journey

Appointment booking

Book appointments in the customer app

The customer books in the app and receives a notification before the appointment.

Pre-orders and orders

Turn pre-orders into orders ready for production

The customer pre-orders easily on mobile and automatically receives a PDF receipt after approval.

What about your business?

Let’s talk about the journey you want to offer your customers.

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