Solution · Healthcare
AI agents for clinics, practices and optical stores that work out the slots genuinely free, book them, remind over WhatsApp and charge for the exam. Without touching the medical record.
Meteor automates medical appointment scheduling by connecting your calendar (Softix if you work on that clinical calendar, Meteor’s native scheduling if you have no system, or Cal.com if your practitioners already use it) with the channels where patients write to you. On that base, Meteor implements the clinic chatbot as a Met: an AI agent that handles the conversation, says what can be booked and how long it takes, works out the slots that are genuinely free, creates the appointment, registers a new patient without duplicating them, schedules the reminder, charges for the exam with a payment link and lets the patient cancel or reschedule without calling anyone. The scope is administrative: it does not read medical records or test results, and when the conversation stops being about scheduling, it hands it to a person with the context already written.
These are the bottlenecks costing your healthcare operation the most sales and time.
AI agents for clinics, practices and optical stores that work out the slots genuinely free, book them, remind over WhatsApp and charge for the exam. Without touching the medical record.
Before and after
Appointments requested by phone, only while someone is there to pick up.
The Met books inside the chat at any hour, with the slots that genuinely remain.
Hours quoted from memory, and two patients booked at the same time.
Availability is computed by crossing the booked calendar with the branch’s hours.
Empty chairs from patients who did not show and did not call.
A reminder scheduled at booking, and cancelling or moving resolved in the same chat.
Admin staff repeating the same information all day long.
Scheduling, contact details and payment resolved on their own; the rest goes to a person.
The solution
On Softix, the Met crosses the booked calendar with each branch’s opening hours and its practitioners. On Meteor Scheduling or Cal.com, it reads real availability.
The booking uses the slot exactly as the lookup returned it, not a rewritten time. That is where time zone errors and appointments in the wrong shift creep in.
Before creating anyone, it searches by ID number or by phone. Registering a patient who already exists splits their record in two.
It is scheduled the moment the appointment is booked and goes out as an approved WhatsApp template, the only message the channel allows outside the conversation window.
A moved appointment is recovered; one nobody showed up to is lost whole. Making it easy inside the chat is what brings no-shows down.
A payment link inside the conversation and confirmation that the money landed before the appointment counts as closed. Meteor never touches card details.
Integrations
The schedule, the payment and the patient record already live in some system. The Met does not replace it: it connects and works inside it.
The clinical calendar used by optical practices. The Met works out the slots that are genuinely free: it crosses booked appointments with each branch’s opening hours and its optometrists. Then it books, cancels, reschedules and registers a new patient after looking them up by ID number.
See the Softix spec sheetIf your practice does not run on a clinical system, Meteor’s native scheduling: services with their duration and price, real open slots and a booking tied to the contact in the conversation. No credentials to request. And if your practitioners already run their day in Google Calendar or Outlook, you connect the account: each booking creates its event there, and the times the Met offers already exclude what is busy in that calendar.
See the Meteor Scheduling spec sheetIf your practitioners already book through Cal.com, the Met reads availability, books and cancels from the chat. Several connected accounts cover several branches or practitioners.
See the Cal.com spec sheetThe patient as a contact: custom fields, tags, internal notes, reminders that go out over WhatsApp, and handover to a person the moment the question stops being administrative.
See the Meteor CRM spec sheetCharge for the exam or the deposit with a payment link inside the conversation, and confirm the money landed before treating the appointment as closed.
See the Mercado Pago spec sheetIf you charge in Colombia, a payment link with PSE, Nequi, Bancolombia and card, the methods Mercado Pago does not process. The Met checks the transaction by its number before treating the appointment as closed. Colombian pesos only, and it neither voids nor refunds a charge.
See the Wompi spec sheetQuote the service, record the payment and check receivables from the chat. Alegra does not file electronic invoices with Colombia’s DIAN on its own, and Meteor does not replace your accountant.
See the Alegra spec sheetThe campaign for an exam or a health drive, built with its targeting and its budget and left paused for you to review. If the ad opens a WhatsApp chat, whoever clicks lands on the same number where the Met books the appointment. Nothing spends until you switch it on.
See the Meta Ads spec sheetThe search campaign for people who look for the service rather than your name: ad group, copy, keywords with their match types and budget, plus cost and conversions whenever you want to check in. It is born paused.
See the Google Ads spec sheetYour listing for each branch on Search and on Maps, with one condition worth knowing before you buy: Google does not enable these APIs on a self service basis but through a request it approves once, and until that approval exists the connector says it cannot read the listing rather than answering with invented data. Once it is in place, the Met pulls the reviews still waiting for a reply, starting with the one and two star ones, drafts the answer and publishes it only after you approve that text, and keeps opening hours, phone number and description current branch by branch.
See the Google Business Profile spec sheetEach spec sheet lists the tools the connector really exposes, the credential you need and what it does NOT do. They are published in Spanish. See the full catalog .
The limits
We would rather say it here than have you find out during implementation.
The scope is administrative: scheduling, contact details and payment. The medical record and test results stay out, and no Meteor integration reads them.
Softix exposes the booked calendar, not the opening hours. Without declaring the hours and the practitioners of each branch, there is no availability to compute.
The full list of a practice’s optometrists cannot be pulled at once: the platform only allows looking them up one at a time by identifier.
Meteor’s scheduling syncs with Google Calendar and Outlook once you connect the account: each booking creates its event, with a Meet or Teams link when the service is virtual, and the times the Met offers already exclude what is busy outside. If a sync fails, the booking stays in Meteor and you are told so it can retry. What it does not do is book on behalf of a third party: the appointment stays tied to whoever is writing.
With Cal.com, moving an appointment means cancelling it and creating another. One-step rescheduling only happens on the native calendar.
Neither the calendar nor the clinical system charges on its own. The payment goes through the connected gateway, and Meteor never touches card details.
Alegra does not file or void electronic invoices on its own, and Meteor does not replace your accountant: it is an operational window, not an accounting judgment.
The Met’s reminders go out one at a time and, outside the conversation window, as an approved template. To write to many patients at once there is Broadcasts: a template approved by Meta, a segment built from tags or contact fields, sent now or scheduled, with a messages per minute cap that protects the line.
It does not decide on overbooking or waiting lists. If there is no slot, the Met says there is no slot; filling the gaps that open up is still the clinic’s call.
Step by step
Each automation shows what triggers it, which Met runs it, which tool runs at each step and what it does NOT solve.
Customer service and scheduling
How do I let customers book over WhatsApp without double-booking anyone?
Customer service
Customer service and scheduling
How can patients book an optometry appointment over WhatsApp at the right location?
Customer service
Sales and quoting
How do I get every new lead to the right rep already qualified?
Sales
Collections and receivables
How do I charge over WhatsApp without sending people to another app or asking for card details?
Sales
Sales and quoting
How do I quote over WhatsApp without having to open Alegra?
Finance and operations
Customer evidence
First-person customer stories, with the source and the limits of each case kept visible.
Ana, CEO of Sanity, explains how a Meteor AI agent provides 24/7 service, books assessments and follows up with health and beauty clients.
Ana· CEO of Sanity
Read the customer caseThe right team
Combine these Mets to cover the full cycle of your operation.
Handles bookings and appointments on its own, on Meteor’s scheduling synced with Google Calendar and Outlook, or on Cal.com or Softix.
View Met 24/7 on your channelsAnswers questions, resolves issues and looks after your customers on WhatsApp, Instagram, Messenger and web chat, at any hour.
View Met Quotes and receivablesBuilds quotes in Alegra with the PDF link after confirming the amounts, checks the status of your invoices and tracks your receivables. It does not issue to the tax authority, and the invoice draft, payments and expenses happen on the web platform, with approval.
View MetFAQ
From crossing two things. On Softix, the booked calendar the system returns and the opening hours you declare per branch and per optometrist: Softix does not expose opening hours, so without that configuration there is no availability to compute. With Meteor Scheduling or Cal.com, the open slots are computed from the services and the hours defined there. And if you connect Google Calendar or Outlook to Meteor Scheduling, the slots it offers already exclude what is busy outside.
No. No Meteor integration reads medical records or test results. The work is administrative: hours, appointments, contact details and payment. It is a scope decision, which is why it is written here and not in the fine print.
No. Softix is the clinical calendar optical practices run on, and if you already work in it, the Met operates inside without moving anyone to a new system. If your practice has no clinical system, Meteor’s native scheduling asks for no credentials: you declare the services, their duration and their hours, and the Met books from that. And if your practitioners already use Cal.com, that works too.
Two concrete things. The reminder is scheduled when the appointment is created and goes out as an approved WhatsApp template, the only message the channel allows outside the conversation window. And cancelling or rescheduling is resolved in the same chat, with no phone call: a moved appointment is recovered, an appointment nobody showed up to is lost whole.
Yes. Each branch can have its own WhatsApp number and its own inbox, so the front desk at each one sees only its conversations; how many numbers the account includes depends on the plan. Availability, creation and changes all take the branch, and the hours configuration is declared per branch with its own practitioners. In Meteor Scheduling each service can have its own resource; if none is given, the first available one is used. And with Cal.com you connect several accounts, one per practitioner or per branch.
For booking them, yes. If the service is virtual and you have Google Calendar or Outlook connected, each booking creates its event with a Meet or Teams video call, and the link sits in the practitioner’s event. The consultation itself happens on that call: Meteor books, reminds and charges, and it does not join the consultation.
Yes, from Broadcasts: you pick a template approved by Meta, build the segment from tags or contact fields and send it now or scheduled, with a messages per minute cap that protects the line. On top of that, Meteor keeps a daily meter per line against the messaging tier Meta assigns to your number: it warns you at 80% and stops sending at 100%, before the line’s quality takes a hit. Appointment reminders still go out one at a time, to each patient.
It generates the payment link with the amount and the description and sends it on the same channel. The charge and the card details happen inside your gateway, never inside the conversation. The Met then looks the payment up by its number to confirm it is approved before treating the slot as taken.
The CRM, the native calendar and Cal.com do not depend on the country. Mercado Pago operates in Argentina, Brazil, Chile, Colombia, Mexico, Peru and Uruguay, and Alegra in Colombia, Mexico and Argentina.
Other industries
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