The challenge
The clinic phone rings while the receptionist is with a patient, the same timing and location questions arrive all day, and appointment details are scattered across a notebook and a personal WhatsApp.
Healthcare clinics
WhatsApp appointment and front-desk automation for clinics.
Patients message clinics to book, reschedule and ask for timings or directions. Clio lets the front desk share one WhatsApp number from a shared inbox, answers routine questions automatically, and connects bookings from Calendly to each patient’s contact record.
Bookings in one place
Connect Calendly and every booking appears against the right contact. A workflow can check whether a patient already has an appointment before offering a new slot.
Routine questions answered
Timings, fees, directions and what to bring are answered instantly from your own content, and anything else is handed to the front desk.
Example workflows
What clinics automate in Clio
-
1
Book an appointment
WhatsApp message received → ask with options (“Book”, “Timings”, “Talk to reception”) → check for an existing Calendly appointment → send a booking link if there is none.
-
2
Timings and directions
A patient asks when the clinic is open → the workflow replies with timings and a location, and ends — no staff time spent.
-
3
Hand-off to reception
Anything the workflow doesn’t recognise is handed to a person, who sees the whole conversation in the shared inbox.
Please note
Clio is a messaging and CRM platform, not a medical-records system.
Use Clio for appointments, reminders and front-desk conversations. Avoid sending diagnoses or clinical records over WhatsApp, and follow the health-data rules that apply to your practice. Clio does not claim any healthcare-specific compliance certification.
Clinic questions
Questions from clinics
Can patients book clinic appointments on WhatsApp with Clio?
Yes. A workflow can send your Calendly booking link when a patient asks, and each booking is matched to the patient’s contact in Clio automatically.
Can several receptionists use the clinic’s WhatsApp number?
Yes. Connect the clinic’s WhatsApp Business number once, and every staff member works from the shared inbox with their own login and role.
Your WhatsApp operation shouldn’t
depend on one person’s phone.
Give your team one place for conversations, customer data, automation, and follow-ups.
Meta-verified business required · Official Meta WhatsApp Cloud API · Meta messaging charges billed separately
Prefer to talk first? support@clio.co.in