Appointment reminder SMS messages are automatically sent 24 hours before every session, followed by a review request email three days after each appointment — with no manual work required from reception.
Results:
The admin manager previously spent 3–4 hours every day chasing clients for outstanding documents. A document collection portal and automated case updates now handle the process instead.
Results:
Chasing client information for year-end previously took two full weeks across a 150-client portfolio. An automated information request and follow-up sequence now completes the same process in just two hours.
Results:
