# Patient engagement software built around live clinic events

Turn live clinic events into relevant patient journeys and measurable next actions.

Feature availability depends on your plan, enabled features and access permissions.

Canonical HTML: [https://dappleos.com.au/features/growth-engagement](https://dappleos.com.au/features/growth-engagement)

## What it helps you do

Move from live patient context to a timely, measurable next action.

## How it works

### Use connected patient context to decide who needs what next

Build live patient segments, send one-off broadcasts or trigger automated journeys from appointments, treatments, plans, payments and engagement. Membership and loyalty context can stay connected to the same branded patient experience instead of becoming a separate marketing database.

## Capabilities

- **[Leads](https://dappleos.com.au/features/leads-web-chat):** Capture enquiries, manage follow-up and carry lead history into the patient record.
- **[Web Chat](https://dappleos.com.au/features/web-chat):** Let website visitors start a conversation, with your team replying from the DappleOS Inbox. Concierge Agent is coming soon.
- **[Web tracking and attribution](https://dappleos.com.au/features/web-tracking-attribution):** Connect captured website visits and acquisition sources with patient and booking history.
- **[Promotion management](https://dappleos.com.au/features/promotion-management):** Manage customer-specific offers, usage rules and codes created from automations.
- **[Broadcasts](https://dappleos.com.au/features/broadcasts):** Prepare targeted email and SMS campaigns, then measure defined booking and purchase goals.
- **[Automations and journeys](https://dappleos.com.au/features/intelligent-automations):** Build live journeys triggered by clinic events, with messages and tasks connected to the patient.
- **[Patient segmentation](https://dappleos.com.au/features/patient-segmentation):** Build live audiences from current clinic and patient context rather than static spreadsheets.
- **[Recall, rebooking & repurchase](https://dappleos.com.au/features/intelligent-automations#automation-defaults):** Use plan and treatment signals to keep the next appropriate action visible.
- **[Memberships](https://dappleos.com.au/features/memberships-loyalty):** Configure clinic programmes, recurring payment schedules and patient membership benefits.
- **[Rewards](https://dappleos.com.au/features/rewards):** Connect earned rewards, balances and eligible redemption to invoice activity.
- **[Refer a friend](https://dappleos.com.au/features/refer-a-friend):** Connect patient invitations, referral eligibility and configured rewards with the clinic record.
- **[Gift cards](https://dappleos.com.au/features/gift-cards):** Offer clinic-branded gift cards with scheduled delivery, redemption and a recorded remaining balance.
- **[E-commerce](https://dappleos.com.au/features/ecommerce):** Bring the clinic’s skincare store, recommendations, checkout and fulfilment into one connected workflow.
- **[Packages](https://dappleos.com.au/features/packages):** Sell and manage prepaid treatment packages with booking, redemption and balance activity connected to the patient record.
- **[Journey performance](https://dappleos.com.au/features/intelligent-automations#automation-journeys):** Review delivery, opens, clicks, unsubscribes and progression through each automation step.
- **[Opportunities](https://dappleos.com.au/dapple-ai/opportunities):** See relevant treatment, product and package opportunities for today’s patient, with the recorded reason and a next step ready to review.
- **[Marketing Agent](https://dappleos.com.au/dapple-ai/marketing-agent):** Coming soon. Describe a campaign, refine the audience and branded email or SMS, then review, save and test before choosing to launch.
- **[Growth Agent](https://dappleos.com.au/dapple-ai/growth-agent):** Coming soon. Review revenue opportunities across utilisation, rebooking and visit value, with prioritised growth plays and assumptions to check.

## Trust, control and responsibility

Campaign access is permission-controlled, unsubscribe handling is built into communication workflows, and deliberate segment membership changes can retain an audit trail. Clinics remain responsible for appropriate consent and communication practices.

## Connected workflow

### Choose the right patient context

Use supported treatment, plan, booking, purchase and membership data to define a patient segment. Segment membership and contact permission are different checks. Refresh timing depends on the segment type.

**Product imagery placeholder: A useful segment with clear eligibility.** Show due treatment and future-booking conditions, then the eligible audience and channel availability. Keep patient-reported concern, clinician-validated concern and marketing permission separate. Planned format: 16:10 product workflow with legible labels and a static fallback.

### Connect a message to an appropriate next step

Broadcasts send a clinic-approved message to a selected audience. Automations can wait, check the patient record, branch and assign staff work. Configure checks that stop or change follow-up after a booking or purchase, then review and activate the journey.

**Product imagery placeholder: A journey that rechecks before following up.** Show a wait, booking check, message branch and staff task. Include draft and active states. Do not imply every journey automatically contains the right stopping rule. Planned format: 16:10 product workflow with legible labels and a static fallback.

### Review engagement and programme activity

Delivery and journey activity show what happened to a communication. Where goals and conversion reporting are enabled, configured booking or purchase goals add a defined measurement window. Memberships, loyalty and refer-a-friend workflows retain their own eligibility, billing and reward states.

**Product imagery placeholder: Defined goals and a qualified referral journey.** Show campaign delivery and a configured goal window, then a separate referral record progressing only after a qualifying paid visit. Avoid causal revenue claims, guaranteed rewards or a fixed public offer. Planned format: 16:10 product workflow with legible labels and a static fallback.

## As your clinic grows

Keep the experience connected as your clinic grows.

Use the patient plan as context for relevant communication, not pressure to accept every recommendation.

### Solo and small clinics

Reduce repeated follow-up list work and keep your clinic's messages connected to recorded patient context.

### Growing clinics and teams

Give the team shared eligibility criteria, approved journeys and clear ownership when a person needs to follow up.

### Clinic groups and franchises

Review supported programme and communication activity by brand/account scope, with deliberate access and communication controls.

## FAQs

### Can DappleOS connect patient follow-up with our clinical workflow?

For clinics using a separate marketing platform mainly for patient broadcasts, recalls and automated follow-up, DappleOS can consolidate supported SMS, email and app journeys with the appointments, treatments and purchases used to measure them. A demo can map your current campaigns, consent records and specialist requirements to confirm what should move into DappleOS and what should remain connected.

### Which patients can we target with DappleOS?

Authorised teams can build live segments from connected context such as treatment history, due timing, future bookings, treatment plans, purchases, membership status and channel availability. Dynamic segments refresh on a schedule or on demand, while supported event-driven segments have their own update behaviour. The clinic does not need to rebuild the same audience in a separate spreadsheet.

### What is the difference between a broadcast and an automation?

A broadcast is a one-off clinic-approved send to a chosen audience. An activated automation is a configured journey that can begin from a live clinic event, wait, send messages, check a booking or purchase and branch to the next appropriate step.

### Will patients keep receiving follow-up after they book?

An automation can recheck the connected patient record before its next step and stop or branch when a future booking or relevant purchase appears. The exact checks, timing and fallback actions are configured and approved by the clinic.

### Can we see whether a message led to a booking or purchase?

Where goals and conversion reporting are enabled, broadcasts and automations can use a connected booking or purchase goal with a chosen measurement window, alongside delivery, open, click, bounce and unsubscribe reporting. DappleOS shows the patient action recorded in the configured measurement window, without proving the send caused it or requiring the clinic to reconcile separate marketing, booking and payment exports.

### How do memberships and loyalty fit into patient engagement?

Membership, invoice and loyalty context stays connected to the patient, so relevant member audiences and lifecycle events can support approved broadcasts and automations. The membership model, billing rules, rewards settings and enabled patient-facing actions are configured around the clinic's programme rather than assumed by default.

### What can patients do through our clinic-branded app?

Patients can respond through enabled experiences such as online booking, messages, purchases and supported membership or payment actions under the clinic's own brand. Your clinic chooses which modules are available, and a demo can show the current patient journey that matches your engagement plan.

## Related features

- [Leads](https://dappleos.com.au/features/leads-web-chat)
- [Web Chat](https://dappleos.com.au/features/web-chat)
- [Web tracking and attribution](https://dappleos.com.au/features/web-tracking-attribution)

## Next step

[Book a demo](https://dappleos.com.au/sales-call)