Patient Data Management and Tracking:

New patient records or updates in Zenoti (e.g., contact details, service history) are automatically synced to Airtable. Airtable can organize patients into customizable views based on service type, treatment plan, or follow-up needs. Centralizes patient information for easy tracking, enabling personalized care and improving patient management.

​

Waitlist Management and Appointment Availability:

When patients are added to Zenoti’s waitlist, their information is automatically logged in Airtable. Staff can filter and prioritize waitlisted patients, and as soon as an appointment slot opens, Airtable triggers notifications for staff to offer it. Optimizes patient scheduling, reduces wait times, and ensures no patient opportunities are missed.

​

Performance Tracking and Reporting Dashboard:

Zenoti exports key metrics (e.g., appointment volume, revenue, cancellations) to Airtable at scheduled intervals. Airtable’s dynamic views and reporting tools automatically update dashboards, providing real-time insights for staff and management. Simplifies performance monitoring and enables data-driven decision-making with customizable reports and dashboards.