Move Calendly discovery calls into Practice Better client records
Every discovery call starts as a tracked client. 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 lead, estimated
- ~5 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a discovery call is booked in Calendly.
- Step 1
Tabflows reads the booking.
- Step 2
Checks Practice Better for an existing client.
- Step 3
Stages a new client record for approval.
- Step 4
Creates a task to send the program packet.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Calendly automations
See all →
Prep Akute chart summaries for booked Calendly follow-ups
Physicians walk into each follow-up already briefed.
Scheduling & Patient OutreachPrep Akute chart summaries for booked Calendly follow-ups
Check athena coverage before Calendly-booked new patient visits
New patients don't arrive with coverage surprises.
Scheduling & Patient OutreachCheck athena coverage before Calendly-booked new patient visits
Turn Calendly bookings into Cerbo appointments with charts ready
No double entry between the booking page and the EMR.
Scheduling & Patient OutreachTurn Calendly bookings into Cerbo appointments with charts ready
Prep Charm charts for new-patient visits booked in Calendly
New patients arrive with charts ready to go.
Scheduling & Patient OutreachPrep Charm charts for new-patient visits booked in Calendly
Pre-build Elation visit notes from Calendly booking answers
Visits start with the story already written down.
Scheduling & Patient OutreachPre-build Elation visit notes from Calendly booking answers
Turn emailed appointment requests in Gmail into Calendly links
Email requests become booked visits without back and forth.
Scheduling & Patient OutreachTurn emailed appointment requests in Gmail into Calendly links
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 Practice Better 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 Practice Better?
No. Move Calendly discovery calls into Practice Better client records works inside the Calendly and Practice Better 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 discovery call is booked in Calendly. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 5 min per lead.