90% Fewer Invalid Payment Entries with Salesforce Booking Automation

The client is a healthcare provider specializing in keloid treatment and scar removal, with consultants operating across seven U.S. regions. Patients booked consultations through the website based on location and visit preference, but the data did not flow cleanly into Salesforce. Appointment details, consultant availability, payment validation, and campaign source tracking were disconnected, making it harder to schedule accurately, process leads quickly, and understand which marketing channels were driving patient bookings. 

In this case study, you’ll learn how we: 

• Integrated website appointment booking with Salesforce Sales Cloud 

• Configured consultant availability by location and schedule 

• Built booking logic for virtual and in-person consultations 

• Implemented UTM tracking for Google Ads, Instagram, Facebook, and LinkedIn 

• Mapped lead sources directly to Salesforce Lead records 

• Reduced booking conflicts, invalid payment entries, and manual scheduling effort