Unsure where to start? Check out our recommended starting configuration for customers who are new to the platform.

Businesses that fall into our category of Personal Services include: Salons & Spas, Medical Offices, Dental Offices, Mental Health Services and even Tattoo shops.

All of these different business types can use Medallia Concierge as an additional channel of communication to help support your patients before and after their procedures by providing appointment reminders, insurance updates and post treatment instructions

Below is our recommended starting configuration and platform setup for Personal Services businesses who are new to the Medallia Concierge platform.

KEY INTERACTIONS to think about:

• Appointment Reminders

• Patient Follow Up

• Auto-response for after hours communication

CONTACT FIELDS to create to capture key attributes:

• Appointment Date

• Treatment Type

• Insurance

TAGS that can be temporarily applied to individual contacts:

• Referral

• Patient Type

TEMPLATES to create to help standardize replies to FAQs:

• Hours of Operation

• Services Available

• Directions

SEGMENTS to create to help you with grouping your clients by key attributes:

• Next Day Appointments

• Patient Follow Up

ZINGS to create to automate your communication and processes:

• Inbound Phone Call

• 5 minute Escalation Zing

• Appointment Reminder

Want to see a step by step walkthrough of this and other Personal Services use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.