How to Automatically Move Booked Appointments to “Offer Booked” Stage in Clinic Convert

Manually updating your sales pipeline every time a patient books an appointment through Practice Hub can be time-consuming and inefficient. Luckily, Clinic Convert allows you to automate this process — so patients are automatically moved to the “Offer Booked” stage in your sales pipeline as soon as they book.

In this video below, I’ll walk you through the simple setup process to streamline your pipeline and save valuable admin time.

Why This Matters:

Keeping your sales pipeline up to date is critical for smooth client management and marketing follow-ups. By automating this process:

• You eliminate the risk of missed follow-ups.
• Your team always knows where each lead stands.
• You save hours of manual updating every month.

Not sure which trigger to use or how Practice Hub integrates with your Clinic Convert setup?

No worries—just reach out to our support team and we’ll guide you every step of the way.