AI new client intake for veterinary clinics and pet businesses · James AI
Epic

For veterinary clinics and pet businesses

New client intake

Enters new clients from your website form into ezyVet, books the first visit and asks for old records.

  • Gmail
  • ezyVet
Hire this James

A replay with a made-up business and made-up data, so you can see each step.

How he does it

7 steps, the same way every time, and one place where he asks you first.

  1. StartsWhen a new client form comes in
  2. 1Read the new client form from your websiteGmail
  3. 2Add the client and each pet to ezyVetezyVet
  4. 3Draft a welcome with 2 open new-patient times
  5. 4Ask you first before the welcome and records ask go outHe asks you first
  6. 5Send the welcome and ask the old clinic for recordsGmail
  7. 6Book the time they pick in ezyVetezyVet
  8. 7Text you new clients booked and records still missing
  9. What you getEvery new client entered in ezyVet, welcomed and booked, with their pet's old records on the way.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.

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