Dentist Assistant.pdf (5.1 MB)
The pdf file has everything you need. But let me add the key parts here.
1- After giving the user name, surname, e-mail and phone number in Voiceflow, these will be collected under a new user on the Leads page. I did this with Voiceflow.
Then the user will choose the examination day, doctor and time.
Now, here are the fields I need help with:
- To assign the doctor and time selected by the user with Make as a single option status in Airtable.
- To use the user’s selected day in the Calendar section of Airtable’s doctor page when the payment is made later.
2- After the user passes the payment stage in Voiceflow, they should be transferred from the Leads page to the Patients page. And the status should be changed to “Paid”.
If the user abandons the checkout, they should get the status “Subscribed Checkout”. And if he/she abandons the transaction before reaching the payment page, he/she should receive the status “Not Complete”.
3- The moment the user is transferred from the Leads page to the Patients page, that user should also be automatically assigned to the Calendar page of the doctor in Airtable. With the day and time of his/her choice.
Can someone help me with this automation? I’m just getting started and the process is overwhelming. It would be great if someone could do the demo for me until I get the hang of it…
