Templates
Nobody startsfrom blank.
Every workspace begins from a starter Blueprint: complete, validated and publishable as it is. Rename the words, edit the options, and on Business and above add your own fields, stages and flows.
Starter Blueprints
Five starters, one product.
Clinic
PatientAppointmentDoctor- Call script
- Number → for yourself? → concern → consultation type → doctor → time → slot
- Stages
- New · Qualified · Slot offered · Booked · Visited
- Booking rules
- 15-minute slots, 10-minute hold, reminders 24h and 2h before
Hospital
PatientAppointmentDoctor- Call script
- Number → emergency? → enquiry type → department → doctor → OPD slot or admission
- Stages
- New · Qualified · Slot offered · Booked · Admission scheduled · Visited
- Booking rules
- 20-minute slots, booked up to 90 days ahead
Restaurant
GuestReservationTable- Call script
- Number → party size → day → time → tables that fit → occasion and diet → confirm
- Stages
- New · Availability checked · Waitlisted · Reserved · Seated · Completed
- Booking rules
- Turn time by party size, 5-minute hold, no-show after 20 minutes
Marketing agency
LeadMeetingAccount executive- Call script
- Number → company and role → interest → budget → timeline → discovery call
- Stages
- New · Contacted · Discovery call booked · Proposal sent · Won
- Booking rules
- 30-minute meetings, reminders 24h and 1h before
Event stall
LeadMeetingTeam member- Call script
- Name and email → business and category → services of interest → call after the event
- Stages
- New · Contacted · Meeting booked · Proposal sent · Won
- Booking rules
- 30-minute calls, reminders 24h and 1h before