Scheduling · Check-ins · CRM · Billing · AI Ops

One workflow hub · Many business types · AI-ready operations

Your office workflow — in one dashboard.

Office Workflow Buddy™ is a configurable operations hub for appointments, check-ins, customers/patients, billing, and services — with built-in AI analysis across the data you generate every day.

Open free account Choose your workflow type

What it replaces

Spreadsheets, disconnected tools, and “where did that data go?” dashboards.

What makes it different

It’s built to be analyzed by AI — so your operations improve over time.

Configurable by domain

Dentist / Spa / Consulting / Tutoring / Studio / Fitness

?at=spa

Customers / patients CRM
Bookings + appointment management
Check-ins + status updates
Billing views (claims / coverage where available)
“Analyze with AI” deep links per section

Start free AI analytics

Tip: switch domain labels with ?at=dentist, ?at=spa, ?at=consulting, etc.

How it works

The same engine supports different business types — we just adapt the labels and workflow terms so teams don’t have to translate their day-to-day language.

1) Connect or enter your siteId

Use the top selector or paste your HeyDonto siteId (where applicable).

2) Manage customers/patients

Simple CRM: contact details, visits, next bookings, and quick edits.

3) Book + check-in

Create appointments, update status (arrived/fulfilled/no-show), and add notes.

4) Analyze with AI

One click opens AI analysis for the current view: operations, patients, appointments, billing, and more.

Choose a domain

Same workflow system, different “skin” so it feels native. These links simply set the at parameter.

Dentist

Patients · Appointments · Billing · Services

Spa

Guests · Bookings · Treatments · Check-ins

Consulting

Clients · Meetings · Notes · Follow-ups

Tutoring

Students · Lessons · Attendance · Insights

Studio

Clients · Sessions · Packages · Status

Fitness

Members · Bookings · Check-ins · Utilization

Analyze operations with AI

Every section includes “Analyze with AI” deep links that pass context (site, section, filters) to your AI Data Analytics workspace.

Operational risk spotting

Double-bookings, schedule gaps, likely no-shows, and routing opportunities.

Customer/patient insights

Overdue follow-ups, churn risk, and what to prioritize next.

Billing clarity

Denials, AR risk, and next actions (where endpoints are available).

What “Analyze with AI” sends

A structured context payload (section + site + filters), plus a domain-aware default prompt.

/dashboard/gpt/?src=dentist_appointments&ctx={...}&p=Find%20conflicts...

This keeps analysis consistent and repeatable — you can run the same analysis each week and compare results.

Need a fully managed setup?

We can bundle Office Workflow Buddy with other Mench products (Outreach, Social, Direct Mail, Analytics) so your whole pipeline is connected.

Talk to us Start free

Bring order to the office — then let AI improve it

Start with scheduling and CRM. Add check-ins, billing, and automation as needed. Enable and cancel features anytime.

Open free account Get a walkthrough