WhatsApp API + CRM
Keep appointment inquiries and contact details together.
All use cases
Converso for cosmetology & clinicsMore time for patients.
More time for patients.
Fewer missed inquiries.
Organise appointment inquiries, coordinate your front desk and keep patients informed before their visit.
For aesthetic clinics, dental practices, skin clinics and consultation centres.YOUR NEXT APPOINTMENT CONVERSATIONIllustrative inquiry
RS
Riya Shah
Consultation requested- Interested in
- Skin consultation
- Preferred branch
- Vadodara
- Preferred time
- Saturday morning
- Next step
- Confirm a slot
NEXT STEP FOR YOUR TEAMFront desk checks availability and confirms the visit.
Appointment preferences ready for your front desk.
WhatsApp campaigns
Share relevant clinic updates with opted-in contacts.
Automation workflows
Coordinate booking replies and appointment reminders.
01 / FROM FIRST INQUIRY TO THE NEXT STEPSelect a stage to see how it works.
From an appointment inquiry.
To a confirmed visit.
Your team sets the rules.
Converso handles the repeatable follow-ups.
EXAMPLE WORKFLOW / Appointment inquiry
Make booking easier from the first reply.
WHEN THIS HAPPENS
Someone asks about a consultation on WhatsApp or a connected form.
Converso can
- 1Ask which consultation and branch they are interested in.
- 2Collect a convenient day and contact time.
- 3Save appointment preferences for the front desk.
Your team takes it from here
Answer booking questions. Clinical questions go to a qualified clinician.
Your clinicExample WhatsApp conversation
APPOINTMENT CONVERSATION
Hi Riya! Which branch would you prefer, and what day suits you for a consultation?
Vadodara, Saturday morning if possible.
Appointment preferences savedFront desk checks the schedule
Example flows configured around your stages, message content and contact permissions.
02 / CAMPAIGNS WITH A REASON TO REPLYHelpful clinic updates.
Helpful clinic updates.
A clear way to book.
Use saved requirements and tags to organise audiences for your WhatsApp campaigns.
01
Consultation availability
WHO IT’S FOR
Opted-in contacts who requested booking information.
EXAMPLE MESSAGE
Looking to book a consultation this week? Reply with your preferred day and branch.
Start a booking conversation
Your team confirms available slots.
02
New branch update
WHO IT’S FOR
Opted-in contacts interested in the relevant location.
EXAMPLE MESSAGE
Our new clinic location is open. Would you like the address and consultation timings?
Share branch information
Make it easier to find the right location.
03
Appointment reconnect
WHO IT’S FOR
Contacts who agreed to a later booking follow-up.
EXAMPLE MESSAGE
Would you still like help booking your consultation? Let us know a convenient time.
Restart a booking conversation
Follow the contact’s agreed preferences.
The campaign starts the conversation. Your team follows up with the customer’s context.
03 / A CLEARER PICTURE FOR YOUR TEAMKeep the details.
Keep the details.
Lose the guesswork.
At your desk or on the move.
Your team can work from iOS and Android.
Continue the conversation.
Keep appointment preferences, contact history and front-desk notes together.
Give each lead an owner.
Assign each inquiry to the right branch or appointment coordinator.
See which inquiries progress.
Track inquiries, confirmed appointments and recorded visit outcomes.
04 / MAKE IT WORK FOR YOUR BUSINESSYour clinic locations.
Your clinic locations.
Your appointment process.
Your patient communication.
Build the flow around how your team actually sells.
- 01
Choose your qualification questions.
Requested consultation, preferred branch, convenient day and contact time. Your clinician assesses treatment suitability.
- 02
Define the next steps.
Set Hot, Warm or Cold labels, assignments and follow-up messages.
- 03
Connect campaigns with conversations.
Bring connected ad and website inquiries into the same process.
Choose the support you need.
Compare plans Starter for CRM and campaigns. Growth adds WhatsApp and email automation.
Growth+ adds Meta campaign setup, creatives, CAPI integration and automation setup.
Make the first conversation
as helpful as the visit.
See how Converso can support your business, from inquiry to customer.
Explore other use cases