Family Appointment Back-to-Back Coordination

What this automation does, step by step

1. When one family member books an appointment, this automation automatically checks the household record for other family members due for a visit and offers to schedule them back-to-back on the same day, sending a single text or email to the primary contact with the combined booking option.

2. Accepting the offer automatically books every willing family member into consecutive slots with the same or a coordinating provider, and the family practice scheduler sees the combined visit noted clearly on the day's schedule so front desk staff know to expect multiple check-ins at once.

3. Families who decline simply continue with individual scheduling as normal.

4. Households that use this typically cut their total number of separate office trips substantially, which matters most for families juggling several children's appointments around one work schedule.