Documentation
How to Use FormAlert
Step-by-step guides for every part of the software.
Phase 06 · Appointments
Confirm, complete or mark no-show.
Every new booking starts as Pending. Move it through the lifecycle — each status change sends an automatic WhatsApp from your wallet. On the Business plan, 24 hr and 2 hr reminders send automatically.
Lifecycle
PENDING
New booking awaiting confirmation. Verify UPI payment first if applicable.
CONFIRMED
Patient gets a confirmation WhatsApp from your wallet. Reschedule is also available from here.
COMPLETED
Mark when the visit is done. Two options: request a review or complete without review.
NO-SHOW
Patient didn't arrive. No WhatsApp sent. Use the WhatsApp page to follow up.
Phase 06 · Post-Visit Actions
Complete, review, follow up, and enter manually.
Marking complete
Option 1 — With review request
Sends the patient a WhatsApp with your Google review link (deducted from wallet). Use when the visit went well and you want to grow your rating.
Option 2 — Without review
Marks the appointment done with no outbound message. Use when the experience was neutral or the patient had concerns.
No-show follow-up
For no-shows, go to the WhatsApp page and send the follow-up template. The patient receives a message asking them to:
1
Book a follow-up. A new appointment slot is created for them.
2
Reschedule. Their existing appointment is moved to a new slot.
3
No thanks. No action taken.
Manual entry & review requests
Use the Manual Entry page to add walk-in or phone-in appointments without going through the booking link.
Use the Review Requests page to send review request templates to any past patient at any time — not just immediately after a completed visit.
To add your Google review link (sent in review requests), go to Dashboard → Clinic Settings and paste the URL.
