About 3 minutes: your details, the terms, and your signature. Everything else is optional: fill it in now or after payment, in your dashboard.
This exact name appears on messages to your customers. On WhatsApp it becomes your display name, which is reviewed by Meta and difficult to change later. Enter it exactly as customers should see it.
Every plan starts with a free shadow week: nothing sends until you've approved how it sounds. No setup fee, cancel any time.
We set up a dedicated WhatsApp number for your recalls: after signup you connect it with the Facebook login you already have, in about two minutes. Your practice's own number and any WhatsApp you already use at the front desk stay exactly as they are.
This becomes your dashboard sign-in. We email your login details once you're set up.
So we can reach you during setup, never shown to your customers.
Where we email you when a patient books, or when someone needs a person. You can change this any time in Settings.
Opening hours, booking system, what to recall for, branding, key facts. Skipping this changes nothing about your price or trial. We simply collect it during setup instead.
Recallist (Emerge21 Ltd) contacts your due customers by SMS/WhatsApp in your business's name, answers their questions, offers appointment times and pencils in bookings for your team to confirm. You get a dashboard of progress and results.
Term & fees: a pilot period, then month to month; fees as agreed, billed monthly in advance. Cancel any time on 30 days' notice.
Win-back successes: a lapsed customer is one not seen for 18 months or more. Where we contact lapsed customers through the win-back sweep and one books an appointment, a success fee of £20 is added to your next invoice (a different rate may be agreed in writing for your sector). No booking, no fee. The sweep is metered and paced month by month, and you control how far back it reaches. You can also set a monthly cap on success fees from your dashboard: sending pauses when your cap is in reach, and fees in any month never exceed the cap you set.
Your responsibilities: provide accurate recall data, confirm pencilled bookings into your system promptly, keep availability roughly current, honour and supply opt-outs, and ensure you may lawfully contact these customers about appointments.
Messaging: service communications only (appointment recalls), not marketing; opt-outs honoured immediately.
Liability: we're not liable for non-attendance or data you provide; liability capped at fees paid in the prior 12 months. Governed by UK law.
We act as your data processor; you remain the controller. We process customer name, contact details and appointment/recall information only to run the service and only on your instructions, and, in some sectors, information that may relate to health, handled with corresponding care. We apply appropriate security, use only listed sub-processors (message delivery, hosting, AI model), assist with data-subject requests, notify you of any breach without undue delay, and delete or return the data on termination. No transfers outside the UK/EEA without safeguards.
The full Service Agreement and DPA are provided in full before countersignature. This summary is part of them, not a replacement.
By typing your name and submitting, you are signing this agreement electronically on behalf of the business. We record the date, time and a reference for your records.
Recallist is a product of Emerge21 Ltd. Questions? Reply to the email that sent you this link.
We've received your details and your signed agreement. We'll be in touch shortly to set you up and arrange the secure hand-off of your recall list.