Calendly + Cerbo — Seamless Scheduling Meets Smart Patient Creation
FxMedSupport now offers full Calendly integration with Cerbo — and it just got even better.
🆕 New Feature: Auto-Create Patient on Checkout
When a patient books an appointment through your Calendly link, our system will now:
✅ Automatically create a new patient record in Cerbo at checkout
✅ Map first name, last name, email, and phone directly into Cerbo
✅ Ensure a smooth handoff from Calendly to Cerbo without admin work
✅ Include optional tag assignments or intake triggers
🔄 How It Works:
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Patient books an appointment via your Calendly link
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Once they confirm and complete the checkout (if applicable)…
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A new patient is instantly created in Cerbo, ready for your team to engage
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Optionally trigger follow-up automations, invite to the portal, or assign forms
🎯 Why It Matters:
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🕒 Saves your front desk time
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💡 Ensures no leads fall through the cracks
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📥 Creates a consistent intake process across all Calendly bookings
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🔗 Keeps your scheduling and EHR tightly connected
