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Project: SoRay Hyperbarics

THE CHALLENGE:

SoRay Hyperbarics had not started business operations and needed a system in place to support a complex client intake process with minimal oversight.

THE SOLUTION:

A wellness clinic website and booking system via Square POS, built for multiple services, treatment rooms, package flows, and automated client intake experience.

Booking Sources Appointments all managed via Square Creation Outcome read on the next booking Square Booking Website Direct online booking Groupon Booking 3rd party integration Manual Appointment Phone, text, email New appointment Smart Waiver Creation Looks up the client’s waiver status before anything is created. New client SEND Previous waiver expired RESEND Valid waiver on file SKIP Document issued No waiver created Smart Waiver Delivery Sends on whatever channel the booking actually gave us. Email on file Waiver sent via Email No email on file Waiver sent via Twilio SMS PandaDoc Orchestrator Continuously monitors for changes in waiver status Completion detected Expiration detected SQUARE · CLIENT RECORD Waiver Status — COMPLETE EXPIRED Discount Group — SENIOR (65+) Pulled from DOB on waiver Booking Sources Appointments all managed via Square Creation Outcome read on the next booking Square Booking Website Direct online booking Groupon Booking 3rd party integration Manual Appointment Phone, text, email New appointment Smart Waiver Creation Looks up the client’s waiver status before anything is created. New client SEND Previous waiver expired RESEND Valid waiver on file SKIP Document issued No waiver created Smart Waiver Delivery Sends on whatever channel the booking actually gave us. Email on file Waiver sent via Email No email on file Waiver sent via Twilio SMS PandaDoc Orchestrator Continuously monitors for changes in waiver status Completion detected Expiration detected SQUARE · CLIENT RECORD Waiver Status — COMPLETE EXPIRED Discount Group — SENIOR (65+) Pulled from DOB on waiver
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