Clinics & care
Keep non-clinical questions and appointment requests in one place.
Clinics demo
Hear the conversation. Watch the customer record take shape.
Can reception arrange a first-visit appointment after five on Wednesday?
- Phone
- —
- Contact permission
- Not yet confirmed
- Customer request
- Waiting for the conversation
- Requested time
- —
Created after the request is captured
To Contact & permission required
The update is prepared after the conversation.
Illustrative workflow
The answer is only the beginning.
The question, useful details, and next action stay together. Your team confirms the commitments.
Customer
Is there an appointment after work, and what should I bring?
- AI phone
- Website chat
Appointments & care
Keep non-clinical questions and appointment requests in one place.
A visitor calls after work to ask whether the clinic can see them and what to bring.
Saleringo
I can capture your preferred time and contact details. The care team will confirm availability and share approved visit information. Clinical questions go to a person.
Create an appointment request and prepare clinic-approved visit guidance.
Never diagnoses, triages symptoms, or promises clinical suitability.
Appointment request
- Visitor contact
- Taylor Kim
- Preferred time
- Thursday · after 18:00
- Visit type
- First appointment
- Non-clinical question
- Parking and entrance
Sample details for this example. No customer record is created.
Assigned team
Reception coordinator
Awaiting staff reviewAsk reception to confirm the time; route clinical questions to a person.
A prepared request is not a confirmed booking, price, or decision.
Assigned team
Reception coordinator
Ask reception to confirm the time; route clinical questions to a person.
After approval
Send the confirmed time and approved preparation instructions.
A prepared request is not a confirmed booking, price, or decision.
- Collect a preferred time
- Prepare approved visit guidance
- Send a confirmed-time reminder
Conversation and work details
Conversation history
- First question answered
The request and preferred contact were captured in one customer record.
First contact - Business details added
Create an appointment request and prepare clinic-approved visit guidance.
Same journey - Follow-up preference confirmed
Send the confirmed time and approved preparation instructions.
Latest update - Appointment request prepared
Ask reception to confirm the time; route clinical questions to a person.
Now
Next actions
- Create an appointment request and prepare clinic-approved visit guidance.
Saleringo · Prepared now
- Ask reception to confirm the time; route clinical questions to a person.
Reception · Next review
- Send the confirmed time and approved preparation instructions.
Saleringo · After approval
- Keep the result on the same customer history
Reception · At completion
Prepared in CRM
- Visitor contact
- Taylor KimSource: Phone
- Preferred time
- Thursday · after 18:00Source: Phone
- Visit type
- First appointmentSource: Web chat
- Non-clinical question
- Parking and entranceSource: Web chat
- Business detail
- Approved checklistSource: Messenger
- Contact preference
- Callback permittedSource: Messenger
Approval controls
- Approved answers
Answer only from business-approved information.
- Commitments
A person approves availability, price, or other commitments.
- Sensitive questions
Stop automation and send the full context to authorized staff.
- Customer access
Only assigned reception roles can open contact details.
Customer follow-up
We have your appointment request. Reception has the details and will confirm the next step in this conversation.
Sends only after reception confirms the next step.See the workflow for your team.
Use this example as a starting point, then confirm the real questions, fields, approvals, and connected systems for your business.