Convert consultations into booked treatments
Every morning, WebRun opens PatientNow, finds consultations from the past 7 days where the client has not yet booked a treatment, drafts a personalized follow-up for each prospect, and posts the list to Slack so your team can review and send before the lead goes cold.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up with med spa consultation leads who have not booked a treatment?
WebRun checks PatientNow every morning for consultations completed in the past 7 days where no treatment has been booked. It drafts a personalized follow-up for each unconverted prospect in Gmail and posts the list to Slack for team review. No message is sent until your treatment coordinator approves it.
- Unconverted consultations are flagged every morning before leads go cold
- Personalized drafts referencing the specific recommended treatment are ready for approval within minutes
- Clients who self-booked are excluded automatically so staff focus only on genuine gaps
Built for med spas · aesthetic clinics · cosmetic surgery practices · treatment coordinators at beauty clinics
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.patientnow.comin a real browser with your saved login - no setup, no API keys. -
1
PatientNow - find consultations without a booked treatment
patientnow.com How to Automate PatientNow
WebRun opens PatientNow to find consultations without a booked treatment. - Open PatientNow and filter consultations completed in the past 7 days
- Identify clients who attended the consultation but have no follow-up treatment appointment booked
- Capture each client's name, recommended treatment, provider, and consultation date
Done when Every unconverted consultation from the past week is listed with the recommended treatment.
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2
Gmail - draft personalized booking follow-ups
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalized booking follow-ups. - Draft a personalized follow-up for each client referencing their specific recommended treatment
- Include a clear booking call-to-action and any introductory offer the practice has approved
- Save every draft unsent for team review before sending
Done when Personalized follow-up drafts are saved in Gmail, none sent yet.
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3
Slack - post conversion list for team review
slack.com How to Automate Slack
WebRun opens Slack to post conversion list for team review. - Post the unconverted consultation list to the treatment coordinator channel
- Flag consultations older than 5 days as higher urgency
- Note which Gmail drafts are ready for approval
Done when Treatment coordinators have the conversion list in Slack and can approve drafts.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it message consultation leads without my team reviewing the drafts first?
No. Every follow-up is saved as a Gmail draft for your treatment coordinators to review and approve. Nothing reaches a prospect until your team decides it is ready to send.
How does it know which treatment to mention in the follow-up?
WebRun reads the recommended treatment notes recorded in PatientNow during the consultation and references that specific treatment in the draft, making each message feel personal rather than generic.
What if the client books on their own between the consultation and the follow-up run?
WebRun checks PatientNow for existing future appointments before drafting a follow-up. Clients who have already booked are excluded from the list automatically.
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