Workflows are the automatic, behind-the-scenes actions Lyngo runs around a call — so your team doesn't have to. Open them at portal.lyngo.ai/home/workflows.
What workflows can do
Email collection — text patients after a booking to capture their email address.
Payment collection — send a deposit link so a booking is held until it's paid.
Rebook practitioner (coming soon) — rebook a practitioners calendar.
We're working to roll-out more workflows please get in touch to share your feedback if you have any you'd like us to consider.
What you can do here
See each workflow's status (Live, Inactive, Failed) and when it last ran.
Enable or pause a workflow at any time.
Customise the Booking link SMS message that Lyngo sends.
Switch location to manage another clinic's workflows.
Some workflows (like Payment collection) need a connected Stripe account and the matching setting switched on first.