- Wishing you a Happy New Year!☃️
- Wishing you a Happy New Year!☃️
Menu
Kin Body & Sole is a specialist podiatry and healthcare clinic in York, providing services including core podiatry, biomechanics and orthotics, nail surgery, verruca treatment and diabetic foot health.
With appointments being managed through Cliniko, there was an opportunity to make much better use of the data already available within the practice management system through Cliniko automation.
Rather than relying on the team to manually identify patients, check appointment or payment information and send communications at different stages of their journey, we developed a series of automated workflows connecting Cliniko with Zapier.
Here are some of the goals that we had for this automation project:
Automate routine tasks to give the clinic team more time to focus on patients.
Deliver timely, consistent messages throughout the patient journey.
Reduce manual chasing with intelligent reminders based on appointment and payment data.
Link booking reminders, welcome emails, payments and feedback into one streamlined workflow.
We developed a series of bespoke Cliniko, Zapier, and Mailchimp automations built around key stages of the patient journey. From welcome emails and booking reminders to payment follow-ups and feedback requests, each workflow uses live patient data to trigger targeted communications at exactly the right time.
Cliniko serves as the central practice management hub. Zapier acts as the connective engine, monitoring Cliniko for key actions like new patient registrations or completed appointments and passing that data directly into Mailchimp. By automatically updating tags and audience segments in real time, these Zaps prompt Mailchimp to dispatch tailored email campaigns without any manual intervention.
This creates a fully integrated system running quietly in the background, keeping Kin Body & Sole’s patient communications personalized and timely without altering the team’s daily routines.
Kin Body & Sole now has a more streamlined and consistent approach to patient communication, with repetitive administrative tasks handled through this Cliniko automation. The workflows reduce manual follow-ups, help prevent communications being missed and create a smoother experience from a patient’s first booking through to feedback.
The result is less time spent checking appointments and chasing payments, giving the team more time to focus on patients and the areas of the practice where a personal approach matters most.
Spending too much time on repetitive clinic admin? Explore our Zapier automation services and see what your clinic could automate.
We’d love to hear what you’re hoping to achieve from your project and any questions that you may have.
Taking the stress out of websites and video content so that you can focus on growing your business.
