TERRA-413BUSINESS STARTERSBeta
A business workflow without starting from a blank board.
A compact catalogue of eleven business starters, as a CRM plugin you turn on. Clinic coordination and cosmetic tourism are in beta: patient cases, appointments and private files in Drive. Hosted availability awaits its reviewed schema upgrade.
Apply a starter without replacing your existing sales stages or records. Change labels for your workspace and keep those changes when the starter is applied again.
Case teams control who sees patient coordination details and files. Removing someone from the case also removes their direct access to its Drive folders. This is a coordination workflow, not a medical-record system.
- Clinic: two processes, consultation and booking; visit and aftercare
- Cosmetic tourism: seven stages on the board, an agency's coloured action buttons on each case
- Tabbed patient cards, next actions, readiness checklists and staff appointment columns
- Client files stay out of AI Knowledge and customer robot answers
- Neutral clinic email templates: preview, explicit send and separate case history
- Other business starters are planned, clearly marked and not installable
Inside TERRA-413 BUSINESS STARTERS
3 capabilities, one number each.
TERRA-413-01Beta
A private case team
Case details and Drive files follow the assigned team, without an admin visibility bypass.
TERRA-413 BUSINESS STARTERS
TERRA-413-02Beta
A starting configuration
Stable field and stage identifiers keep saved cases intact when labels change.
TERRA-413 BUSINESS STARTERS
TERRA-413-03Beta
Appointments and files
Book a coordinator, check overlapping appointments and keep each file once in Drive.
TERRA-413 BUSINESS STARTERS