Turn Calendly meet-and-greets into Atlas.md enrollment tasks
Meet-and-greets turn into members. A membership practice runs on members joining, renewing and staying. Each step has paperwork and follow-up that is the same every time.
- Saved per meeting, estimated
- ~5 min
- Roles it helps: front desk and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a Calendly meet-and-greet ends.
- Step 1
Read the Calendly booking.
- Step 2
Check Atlas.md for an existing patient.
- Step 3
Create an enrollment follow-up task.
- Step 4
Flag no-shows for a reschedule.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Docs & guides
Tabflows University
Short lessons on running a calmer clinic with the tools you already have.
Learn with Tabflows →Learn with TabflowsDPC operations blog
Our best writing on DPC workflow, front-desk operations and clinic software.
Explore the blog →Explore the blogIntegrations
Every tool Tabflows connects to, and what it can do with each one.
Explore integrations →Explore integrationsCase studies
How DPC and concierge clinics use Tabflows day to day.
Read the stories →Read the stories
Get help from our team
Tabflows engineers
We set this up on your Atlas.md and Calendly accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will our members notice anything different?
Only that things move faster. It works behind the scenes in the systems you already use, and anything a member sees waits for your team's approval.
Do we need to switch from Atlas.md and Calendly?
No. Turn Calendly meet-and-greets into Atlas.md enrollment tasks works inside the Atlas.md and Calendly accounts your clinic already uses. There is nothing to migrate and no new system for your team to learn.
When does it run?
It starts when a Calendly meet-and-greet ends. Tabflows works through 4 steps, and the result lands with your front desk and practice owner, saving an estimated 5 min per meeting.