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Growth and engagement

Patient engagement software built around live clinic events

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

All capabilities

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.

LeadsCapture enquiries, manage follow-up and carry lead history into the patient record.Web ChatLet website visitors start a conversation, with your team replying from the DappleOS Inbox. Concierge Agent is coming soon.Web tracking and attributionConnect captured website visits and acquisition sources with patient and booking history.Promotion managementManage customer-specific offers, usage rules and codes created from automations.BroadcastsPrepare targeted email and SMS campaigns, then measure defined booking and purchase goals.Automations and journeysBuild live journeys triggered by clinic events, with messages and tasks connected to the patient.Patient segmentationBuild live audiences from current clinic and patient context rather than static spreadsheets.Recall, rebooking & repurchaseUse plan and treatment signals to keep the next appropriate action visible.MembershipsConfigure clinic programmes, recurring payment schedules and patient membership benefits.RewardsConnect earned rewards, balances and eligible redemption to invoice activity.Refer a friendConnect patient invitations, referral eligibility and configured rewards with the clinic record.Gift cardsOffer clinic-branded gift cards with scheduled delivery, redemption and a recorded remaining balance.E-commerceBring the clinic’s skincare store, recommendations, checkout and fulfilment into one connected workflow.PackagesSell and manage prepaid treatment packages with booking, redemption and balance activity connected to the patient record.Journey performanceReview delivery, opens, clicks, unsubscribes and progression through each automation step.OpportunitiesSee relevant treatment, product and package opportunities for today’s patient, with the recorded reason and a next step ready to review.Marketing AgentComing soonDescribe a campaign, refine the audience and branded email or SMS, then review, save and test before choosing to launch.Growth AgentComing soonReview revenue opportunities across utilisation, rebooking and visit value, with prioritised growth plays and assumptions to check.

In practice

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.

A clinic team member reviewing patient follow-up at her desk

Trust and control

Your clinic stays in control.

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.

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

  • Hosted in Australia
  • Encrypted storage
Explore our Trust Centre
Authorised access
Map clinical, operational and reporting access to the records and actions each role needs.
Configured workflows
Review enabled modules, templates and actions against your clinic's services before the team starts using them.
People remain responsible
Clinical judgement, patient communication and the interpretation of recorded activity remain with your team.

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.

Ask DappleOS

Ask how DappleOS growth and engagement could fit the way your clinic works.

Book a demo