RecallistPlaybook library
Playbook 07 · getting started

From signup to your first booking, without an IT project.

Everything Recallist needs is one export from your practice system. Here is the whole journey from signing up to patients booking themselves in, and, because trust cuts both ways, exactly what happens if you ever decide to leave.

The first week

Signup to live, step by step

Most practices are reviewing real conversations within days.

  1. Day 0
    You
    Sign up online. Your free shadow week starts: we run your real recall list, but nothing sends until you have read and approved how it sounds.
  2. Day 0
    You
    Upload your patient export in the dashboard: CSV, Excel or PDF, straight from your practice system. That is the only homework.
  3. No number swapping, no phone line changes. Recallist texts from a dedicated number in your practice's name. Your existing phones and your own WhatsApp are untouched.
  4. Day 1+
    You
    Review the sorted list, see the exact messages, send a test to your own phone, and approve. WhatsApp setup runs in the background if you want it; texting works from day one either way.
  5. Go live
    RecallistSMS
    Sending starts at a steady daily rate inside your chosen hours. Bookings appear pencilled in your dashboard for your team to confirm.
  6. Live · your team just confirms bookings

And if you ever leave

The exit is as clean as the entrance, and we would rather you knew that up front.

Cancel any time

When your subscription ends, uploads and new sending stop straight away. Patients mid-conversation are never ghosted; their replies are still answered politely.

Your data stays safe

Your results remain visible read-only, and everything picks up where it left off if you rejoin.

The bill is settled honestly

Any win-back success fees still outstanding are gathered onto one final invoice, and that is the end of it.

No lock-in by design

Recallist earns its place by results on your dashboard, not by making leaving painful.