New patients now book themselves in overnight

Brightside is a two-chair family practice in Beaverton. Most new patients write in after work, when nobody is at the front desk, so they switched on them a sales agent that answers and books.

Brightside Dental

Health clinic

Sales agent

Live since June 2025

The problem

Half of all new-patient inquiries arrived between 7 PM and 7 AM. By the time the front desk replied, many had booked somewhere else.

Inbox

Before the agent

Hannah B.

Do you take new patients?

Chris O.

Cleaning next week possible?

Ava S.

Do you accept Delta Dental?

Mo R.

Tooth pain since last night

Needs a person

Lena K.

Can my kids come together?

Ruth P.

Price for a whitening?

+ dozens more like these

Replies took a day

Evening emails waited until the morning rush, then waited again behind phone calls.

Booking meant phone tag

Three or four messages back and forth to find one free slot.

Nothing was tracked

Nobody knew how many leads came in or which ones went quiet.

How it runs

One sales agent with the practice's calendar and rules. Here's how it handles a new inquiry.

Inquiry arrives

“Hi, do you take new patients? Evenings work best.”

Inquiry arrives

“Hi, do you take new patients? Evenings work best.”

Qualifies kindly

Asks about insurance and the reason for the visit

Qualifies kindly

Asks about insurance and the reason for the visit

Finds a slot

Checks Dr. Haddad's calendar · Tue 5:30 PM is free

Finds a slot

Checks Dr. Haddad's calendar · Tue 5:30 PM is free

Books and confirms

Sends the invite and the new-patient form

Books and confirms

Sends the invite and the new-patient form

Or asks the desk

Pain, urgent cases and custom quotes go to a person

Or asks the desk

Pain, urgent cases and custom quotes go to a person

Before and after

Three parts of the week, side by side: how they ran before the agent, and how they run now.

Evening inquiries

Before the agent

Answered the next afternoon

With the agent

Answered in about 4 minutes, day or night

Evening inquiries

Before the agent

Answered the next afternoon

With the agent

Answered in about 4 minutes, day or night

Booking a first visit

Before the agent

Three or four emails to find a time

With the agent

One reply with a link and two good options

Booking a first visit

Before the agent

Three or four emails to find a time

With the agent

One reply with a link and two good options

Knowing what came in

Before the agent

No record of missed leads

With the agent

Every inquiry logged in HubSpot with a note

Knowing what came in

Before the agent

No record of missed leads

With the agent

Every inquiry logged in HubSpot with a note

In the owner’s words

What the owner told us a few months in, with the two numbers that changed most.

Dr. Omar Haddad

Co-owner, Brightside Dental

“New patients book at 11 PM and I find them in the calendar in the morning. I can see exactly what it said to them, so I never worry about it.”

24

bookings a month from after-hours inquiries

4 min

typical first reply

Next story

Another small team, another week that got lighter.

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A free 30-minute demo. Tell us what fills your week, and we'll show you which agent would take it off.

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A free 30-minute demo. Tell us what fills your week, and we'll show you which agent would take it off.

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