Hand off Calendly therapy consults into SimplePractice
Therapy consults start with a clean record. 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 client, estimated
- ~10 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a therapy consult is booked in Calendly.
- Step 1
Tabflows reads the booking.
- Step 2
Checks SimplePractice for an existing client.
- Step 3
Stages the client and appointment for approval.
- Step 4
Creates a task for missing consent or intake.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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New patients don't arrive with coverage surprises.
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Turn Calendly bookings into Cerbo appointments with charts ready
No double entry between the booking page and the EMR.
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Prep Charm charts for new-patient visits booked in Calendly
New patients arrive with charts ready to go.
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Pre-build Elation visit notes from Calendly booking answers
Visits start with the story already written down.
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Turn emailed appointment requests in Gmail into Calendly links
Email requests become booked visits without back and forth.
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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 Calendly and SimplePractice 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 Calendly and SimplePractice?
No. Hand off Calendly therapy consults into SimplePractice works inside the Calendly and SimplePractice 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 therapy consult is booked in Calendly. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 10 min per client.