Recurring service reminders for clinics
Six months after the last visit, the AI calls to book the next one. Recall becomes a field on the contact and a sequence that never forgets. Frontdesk runs it for patients.
Trigger
A service date field on the contact crosses your recall interval.
Built from
Why teams set this up
Your future revenue is sitting in last year’s customer list, waiting on a recall program someone keeps meaning to start.
Recall revenue without a recall project
Due dates tracked on the contact record
Every completed visit schedules the next
How the automation runs
An oil change in March stamps a September due date. September arrives, the text goes out, no reply, and Thursday the AI calls and books Saturday morning. The shop’s recall program is now a field and a sequence, and it runs on every single customer.
- 1CRM update
Each completed visit stamps the next due date on the contact
- 2Wait step
The sequence sleeps until the interval comes due
- 3Outbound SMS
A reminder text offers the next booking with one tap
- 4Outbound call
No booking within a week gets a friendly call
- 5Calendar
The appointment lands on the calendar and resets the cycle
How clinics teams run it
Hygiene recalls and annual visits schedule themselves from the last-visit date.
Synced with your systems
Built from standard Frontdesk blocks
No custom development. Each step is a building block you can rearrange, retime, or extend, so this workflow can grow into the next one.
Onboarding journeys that include this workflow
This workflow is one step inside larger onboarding journeys that run the full customer lifecycle.
Customer onboarding
Give each customer a clear, responsive onboarding journey across channels and internal teams.
See the journey →Welcome flow automation
Deliver the right welcome, expectations, resources, and human handoff at the right time.
See the journey →Account setup automation
Detect missing setup steps and provide contextual help before customers stall.
See the journey →Common questions
How does the recurring service reminders workflow start?
A service date field on the contact crosses your recall interval.
Which channels does this use?
This workflow runs over sms, outbound voice. Each step can use the channel that fits the customer and the urgency.
Can my team stay in control of when it fires?
Yes. The trigger can be a field a person flips on a ticket or contact, so a human makes the decision and Frontdesk does the follow-through. Any step can also route to a teammate with the transcript and collected data.
Does it keep our records up to date?
Every call, text, and email in the workflow is logged against the contact and ticket, with transcripts attached. Frontdesk can also sync contacts and fields to your CRM.
What happens when a customer needs a human?
The workflow hands off with context: the right teammate gets the full history, the transcript, and the collected answers, so the customer never repeats themselves.
Which systems does this work with for clinics businesses?
Frontdesk can work with HubSpot, Salesforce, Pipedrive, Google Calendar, Outlook, Webhooks, plus API and webhook connections for custom systems, so every conversation lands on the right record.
Thinking bigger than one workflow?
The customer journey library maps full lifecycle automations across activation, onboarding, retention, and growth.
Explore customer journeys →This workflow also runs for any industry.
See the all-industry version →More from scheduling and reminders
Fill the calendar, confirm it, and recover the slots that fall through.
Reminder cascade
Email three days out, text the day before, call the morning of. Each reminder can confirm, cancel, or rebook on the spot.
No-show recovery
Missed appointments trigger an immediate, graceful rebooking conversation instead of a quiet revenue hole.
Waitlist backfill calls
A cancellation triggers calls down your waitlist, in order, until the slot is filled. Total elapsed time: minutes.