Apr 27, 2026
Luna + social hub: one inbox, real campaigns, Meta & WhatsApp — with AI you can trust
Stop losing DMs between three apps. Beyond Clinic gives your clinic a single social workspace inside the same login as scheduling and billing — plus Luna to draft replies, respect quotas, and leave an audit trail your compliance officer can actually read.
What you are buying
In plain terms: your front desk and marketing team stop juggling Facebook, Instagram, and WhatsApp in separate browser tabs. Messages land in your workspace, tied to patients when possible, with scheduling and finance one click away — and Luna helps write responses without bypassing permissions or hiding who did what.
The problem we see in real clinics
- Instagram DMs live on a personal phone; WhatsApp lives at reception; Facebook sits with marketing — nobody has the full thread when a patient asks about pricing and availability.
- “We’ll reply later” becomes lost revenue: consult requests cool off within hours, especially in aesthetic and dental.
- When you finally hire an agency, they need credentials that were never designed for shared, auditable access.
What Beyond Clinic delivers
One inbox, tenant-backed
Threads for Facebook, Instagram, and WhatsApp show up where your staff already work — not in a bolt-on widget. Lists, reads, and replies flow through the same API discipline as the rest of your EMR/PMS.
Channels you can connect
Guided flows attach Meta pages, Instagram Business accounts, and WhatsApp Business numbers. Credentials are handled so each clinic can connect without rebuilding OAuth from scratch.
Composer + scheduler that persist
Draft posts (optionally with Luna), pick a time, and store scheduled rows in your database. A queue worker fires at scheduled_at to publish — so “scheduled” means scheduled, not a sticky note.
Luna with guardrails
Luna is the copilot: chat, tools, prompt library, per-tenant quotas, and audit logs. Social replies can stay draft-only until you trust automation; tool calls are logged so accountability survives staff turnover.
Value you can explain to the owner
| Without Beyond | With Beyond |
|---|---|
| Three apps, three passwords, three training docs | One workspace; permissions mirror clinical roles |
| “Who replied to that lead?” → shoulder tap | Thread + audit: see what was sent and when |
| Marketing posts from memory | Scheduler + optional Luna drafts + monthly post quotas enforced at schedule time |
Inside the product (how navigation matches the floor)
The social portal mirrors how clinics work: Inbox first, then Channels to wire Facebook, Instagram, and WhatsApp, Composer and Scheduler for outbound content, plus Ads and WhatsApp campaigns where your package enables them. Same portal rhythm as Finance and Inventory — fewer “where do I click?” panics during training.
Permissions your team will recognize
Social is not “all or nothing.” Typical gates include social.view with portal_social, scheduling/publish rights via social.schedule or integrations.manage, and package entitlements that match what you paid for — so a solo clinic is not forced into enterprise surfaces.
Rollout playbook: Week 1 — connect channels in draft-only Luna mode. Week 2 — template three reply styles for consult vs billing vs post-op. Week 3 — enable auto-send only on WhatsApp after managers sign off.
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