video1.0<iframe src="https://www.loom.com/embed/a787f254d36047578e7c4024b4d3bfbb" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a787f254d36047578e7c4024b4d3bfbb-4464fda09cd411dd.gif382.021This Loom demonstrates a MedSpa lead to client journey automation, focused on triggering follow ups from form submissions and CRM pipeline stage changes. It starts when a form is submitted or when a paying client moves to a re-appointment pipeline stage, then sends SMS and an email with a booking link for clients to choose a time. After an appointment is booked, it checks for responses and sends reminders after 1 day, then again across the next 3 days, placing leads into a cold lead tag if there is no response. It also includes logic to send a 24 hour and near start time no show or reschedule checks, and to tag clients as active or new patient and move them to the appropriate pipeline stage after completion.