Choose the opportunity
Start with one measurable segment—often recent unbooked inquiries, cancellations, no-shows, or clients due to return.
The pilot
Prove one recovery workflow before expanding anything.
The first engagement is intentionally narrow. We select one source of missed bookings, establish a baseline, run an approved workflow, and review the outcome together.
Set the rules
Agree on eligibility, messaging, outreach cadence, escalation points, booking attribution, and the information Visitory may use.
Run the workflow
Visitory operates and documents the process while your existing booking and front-desk systems remain in place.
Review the evidence
At the end, you receive the activity record, outcomes, recovered bookings, attributed revenue where available, and recommended next step.
What the customer receives
A defined workflow—not an open-ended consulting project.
Written pilot scopeApproved recovery processTracked opportunity queueOutcome scorecardContinue / revise / stop recommendation
Request the pilot outline →Important
Every pilot is scoped before data changes hands.
Visitory does not request clinical records. Data-access requirements, permitted uses, security expectations, customer approvals, and any applicable agreements are reviewed before activation. A workflow does not begin until both parties agree that the scope is appropriate.