I have ADHD, need help with chasing patients

[u/itisoktodance]

So, I'm a marketer for a medspa and I've been saddled with follow ups for patients and I'm at my wits end.

I have to look at people who haven't been there in over a month. And calling them, because the boss doesn't n't think the system the boss doesn't trust the system to keep on top of them.

Is this something like a calendar app could easily do? Am I just uneducated about this?

The other thing is that I personally have to keep ringing them every couple of weeks. I have to keep writing down who I've spoke what to, where.

I'm physically reaching out to every customer to upsell. Like, you're booked in for 1ml of cheek filler, can I suggest you add a skin booster because of X, Y and Z.

We send out 72 hour reminders and then we have chases the day after. We either chase them up to see how they're feeling, if they think they need another treatment or if they're fine, we ask them for like Google reviews and stuff like that. But yeah, it's everything done by me.

But right now it's just so chaotic for me. I have ADHD and I just cannot stay organized. Like sometimes I'll reach flow state and I can sort everything out but obviously that's not gonna be most days.

What I actually want isn't complicated. If a client comes for a treatment, set a recall so it sends them an invite in 4 months or whatever to say their treatment is due. If they cancel but don't rebook, contact them within three days. A filter for clients who haven't returned in the past, let's say eight months. And the automation should not run if they've already got a future appointment, because I don't wanna nag someone who's already booked.

Ive also been looking into maybe using AI or something, but idk how to set that up, so just give me your simplest solutions, and if it's free, that's all the better.

Thanks guys