@elitedcs/ghl-mcp 3.0.0

package/package.json

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+{
+  "name": "@elitedcs/ghl-mcp",
+  "version": "3.0.0",
+  "description": "GoHighLevel MCP Server for Claude. 171 tools — full CRM, automation, marketing control, and the only programmatic GHL workflow builder.",
+  "main": "dist/index.js",
+  "bin": {
+    "ghl-mcp": "dist/index.js"
+  },
+  "files": [
+    "dist/index.js",
+    "templates/action-schemas.json",
+    "templates/clinic-medspa.json",
+    "README.md",
+    "CHANGELOG.md"
+  ],
+  "scripts": {
+    "build": "esbuild src/index.ts --bundle --platform=node --target=node22 --format=cjs --outfile=dist/index.js --packages=external",
+    "setup": "node setup-wizard.mjs",
+    "start": "node dist/index.js",
+    "dev": "tsc --watch",
+    "prepublishOnly": "npm run build"
+  },
+  "keywords": [
+    "mcp",
+    "model-context-protocol",
+    "gohighlevel",
+    "ghl",
+    "crm",
+    "claude",
+    "anthropic"
+  ],
+  "author": "Elite DCs, LLC",
+  "license": "MIT",
+  "homepage": "https://elitedcs.com/ghl-mcp-server",
+  "repository": {
+    "type": "git",
+    "url": "git+https://github.com/drjerryrelth/elite-dcs-ghl-mcp.git"
+  },
+  "bugs": {
+    "url": "https://github.com/drjerryrelth/elite-dcs-ghl-mcp/issues"
+  },
+  "publishConfig": {
+    "access": "public"
+  },
+  "engines": {
+    "node": ">=22"
+  },
+  "dependencies": {
+    "@modelcontextprotocol/sdk": "^1.12.1",
+    "dotenv": "^16.5.0",
+    "zod": "^3.24.4"
+  },
+  "devDependencies": {
+    "@clack/prompts": "^1.1.0",
+    "@types/node": "^22.15.3",
+    "esbuild": "^0.27.4",
+    "open": "^11.0.0",
+    "typescript": "^5.8.3"
+  }
+}

package/templates/action-schemas.json

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+{
+  "_description": "AUTHORITATIVE REFERENCE: Correct GHL workflow action attribute schemas. Derived from real working workflows built in GHL UI. ALL sessions MUST use these exact formats.",
+  "_version": "2.0 — 2026-03-24",
+  "_critical_rules": [
+    "NEVER use 'body' for emails — use 'html' with HTML markup",
+    "NEVER use 'tagName' — use 'tags' array",
+    "NEVER use 'duration' for waits — use startAfter object",
+    "NEVER use singular min units — real GHL uses 'minutes'",
+    "ALWAYS include 'attachments: []' on SMS actions",
+    "ALWAYS include 'trackingOptions' on email actions",
+    "ALWAYS include all 5 fields on wait actions (type, startAfter, isHybridAction, hybridActionType, transitions)",
+    "ALWAYS use 'parent' AND 'parentKey' on branch nodes",
+    "ALWAYS use 'sibling' arrays on branch-yes and branch-no nodes",
+    "NEVER use if_else as a single flat action — it is only valid on condition-node, branch-yes, and branch-no nodes",
+    "ALWAYS include workflow_id ARRAY in remove_from_workflow (not just workflowId string)",
+    "For linear workflows, the buildActionChain needs BOTH next (forward) and parentKey (backward) on every action",
+    "Keep workflows under 40 actions to avoid GHL UI renderer freezes",
+    "Use separate exit workflows instead of inline if/else branching for nurture sequences"
+  ],
+
+  "add_contact_tag": {
+    "example": {
+      "tags": ["tag-name-here"]
+    },
+    "notes": "Use 'tags' ARRAY, NOT 'tagName' string. Tag must exist in the location."
+  },
+
+  "remove_contact_tag": {
+    "example": {
+      "tags": ["tag-to-remove"]
+    },
+    "notes": "Same format as add_contact_tag but action type is 'remove_contact_tag'."
+  },
+
+  "sms": {
+    "example": {
+      "body": "Hi {{contact.first_name}}, your message here.",
+      "attachments": []
+    },
+    "notes": "Body supports GHL merge fields. 'attachments' is REQUIRED even if empty array."
+  },
+
+  "email": {
+    "example": {
+      "subject": "Your Subject Line",
+      "html": "<p style=\"margin:0px; padding-left: 0px!important;\">Email body as HTML here.</p>",
+      "trackingOptions": {
+        "hasTrackingLinks": false,
+        "hasUtmTracking": false,
+        "hasTags": false
+      }
+    },
+    "notes": "Use 'html' NOT 'body'. Content MUST be HTML with <p> tags. Subject supports merge fields. trackingOptions is REQUIRED."
+  },
+
+  "wait": {
+    "example_1hour": {
+      "type": "time",
+      "startAfter": { "type": "hour", "value": 1, "when": "after" },
+      "name": "Wait",
+      "isHybridAction": true,
+      "hybridActionType": "wait",
+      "convertToMultipath": false,
+      "transitions": []
+    },
+    "example_30min": {
+      "type": "time",
+      "startAfter": { "type": "minutes", "value": 30, "when": "after" },
+      "name": "Wait",
+      "isHybridAction": true,
+      "hybridActionType": "wait",
+      "convertToMultipath": false,
+      "transitions": []
+    },
+    "example_3days": {
+      "type": "time",
+      "startAfter": { "type": "day", "value": 3, "when": "after" },
+      "name": "Wait",
+      "isHybridAction": true,
+      "hybridActionType": "wait",
+      "convertToMultipath": false,
+      "transitions": []
+    },
+    "notes": "startAfter.type: 'minutes', 'hour', or 'day'. ALL 5 fields required (type, startAfter, isHybridAction, hybridActionType, transitions). Derived from working GHL UI-built workflows."
+  },
+
+  "internal_notification": {
+    "example": {
+      "type": "notification",
+      "notification": {
+        "body": "Notification body with {{contact.first_name}} merge fields",
+        "title": "Notification Title",
+        "userType": "user",
+        "redirectPage": "contact",
+        "type": "send_notification",
+        "selectedUser": ""
+      }
+    },
+    "notes": "Nested 'notification' object REQUIRED. selectedUser empty string for all users, or specific user ID."
+  },
+
+  "update_contact_field": {
+    "example": {
+      "type": "update_contact_field",
+      "actionType": "update_field_data",
+      "fields": [
+        {
+          "field": "CUSTOM_FIELD_ID",
+          "value": "New Value",
+          "title": "Field Display Name",
+          "type": "text",
+          "date": ""
+        }
+      ]
+    },
+    "notes": "'field' is the custom field ID, not the name. Use get_custom_fields to find IDs."
+  },
+
+  "add_notes": {
+    "example": {
+      "html": "<p style=\"padding-left: 0px!important;\">Note content here.</p>",
+      "type": "add_notes"
+    },
+    "notes": "Content MUST be HTML."
+  },
+
+  "task-notification": {
+    "example": {
+      "assignedTo": "USER_ID",
+      "title": "Task Title",
+      "dueDate": "1",
+      "body": "Task description text",
+      "type": "task_notification",
+      "__customInputs__": {}
+    },
+    "notes": "dueDate is days from now as string. assignedTo is a user ID."
+  },
+
+  "remove_from_workflow": {
+    "example": {
+      "workflowId": "TARGET_WORKFLOW_ID",
+      "workflowName": "Target Workflow Name",
+      "type": "remove_from_workflow",
+      "workflow_id": ["TARGET_WORKFLOW_ID"]
+    },
+    "notes": "Requires BOTH workflowId (string) AND workflow_id (ARRAY with same ID). Also needs type: 'remove_from_workflow' inside attributes. Derived from GHL UI."
+  },
+
+  "internal_update_opportunity": {
+    "example": {
+      "__customInputFields__": [
+        {
+          "filterField": "pipelineId",
+          "value": "PIPELINE_ID",
+          "valueFieldType": "select",
+          "dataType": "SINGLE_OPTIONS"
+        },
+        {
+          "filterField": "pipelineStageId",
+          "value": "STAGE_ID",
+          "valueFieldType": "select",
+          "dataType": "SINGLE_OPTIONS"
+        }
+      ],
+      "workflowsActionType": "INTERNAL",
+      "type": "internal_update_opportunity"
+    },
+    "notes": "Use action type internal_update_opportunity. Use pipeline and stage IDs (not names). Use get_pipelines or list_pipelines_full to find IDs FIRST. CRITICAL: If the pipelineId or stageId don't exist in the target sub-account, GHL silently fails this action AND can kill subsequent actions in the workflow. Always verify IDs exist before deploying."
+  },
+
+  "_if_else_branching": {
+    "notes": "if_else is a node type discriminator only. Do not send a single flat if_else action.",
+    "condition_node": {
+      "type": "if_else",
+      "cat": "conditions",
+      "nodeType": "condition-node",
+      "next": ["YES_BRANCH_ID", "NO_BRANCH_ID"],
+      "attributes": {
+        "currentRecipeType": "HAS_TAG",
+        "operator": "and",
+        "if": true,
+        "conditionName": "HAS_TAG",
+        "version": 2,
+        "noneBranchName": "None",
+        "branches": [{
+          "id": "YES_BRANCH_ID",
+          "name": "Branch name",
+          "segments": [{
+            "__segmentId": "SEGMENT_UUID",
+            "operator": "and",
+            "conditions": [{
+              "conditionType": "contact_detail",
+              "conditionSubType": "tags",
+              "conditionOperator": "index-of-true",
+              "conditionValue": ["tag-to-check"],
+              "__conditionId": "CONDITION_UUID",
+              "__customFieldType__": "standard",
+              "nestedDropdownTypes": [],
+              "allowIsOperatorTypes": [],
+              "ifElseNodeId": "CONDITION_NODE_ID",
+              "isWait": false
+            }]
+          }]
+        }]
+      }
+    },
+    "branch_yes": {
+      "parentKey": "CONDITION_NODE_ID",
+      "parent": "CONDITION_NODE_ID",
+      "cat": "conditions",
+      "nodeType": "branch-yes",
+      "sibling": ["NO_BRANCH_ID"],
+      "next": "FIRST_YES_CHILD_ID",
+      "attributes": {
+        "if": false,
+        "conditionName": "HAS_TAG",
+        "operator": "and",
+        "branches": []
+      }
+    },
+    "branch_no": {
+      "parentKey": "CONDITION_NODE_ID",
+      "parent": "CONDITION_NODE_ID",
+      "cat": "conditions",
+      "nodeType": "branch-no",
+      "sibling": ["YES_BRANCH_ID"],
+      "next": "FIRST_NO_CHILD_ID",
+      "attributes": {
+        "else": true,
+        "conditionName": "HAS_TAG",
+        "operator": "and",
+        "branches": []
+      }
+    },
+    "branch_child_actions": {
+      "first_child": {
+        "parent": "BRANCH_YES_OR_NO_ID",
+        "parentKey": "BRANCH_YES_OR_NO_ID",
+        "order": 0
+      },
+      "subsequent_child": {
+        "parent": "BRANCH_YES_OR_NO_ID",
+        "parentKey": "PREVIOUS_CHILD_ID",
+        "order": 1
+      }
+    },
+    "branch_notes": "Branch nodes need BOTH parentKey AND parent (same value). Sibling arrays cross-reference the other branch. Condition node next points to [YES, NO]. Branch node next is a string to the first child when non-empty. CAUTION: Complex branching (>2 if/else in one workflow) can freeze GHL's UI renderer. Use separate exit workflows for nurture sequences instead."
+  },
+
+  "_trigger_patterns": {
+    "real_shape": {
+      "id": "<UUID>",
+      "date_added": "...",
+      "deleted": false,
+      "belongs_to": "workflow",
+      "location_id": "LOCATION_ID",
+      "origin_id": "<UUID>",
+      "active": true,
+      "workflow_id": "WORKFLOW_ID",
+      "masterType": "highlevel",
+      "name": "Contact Tag",
+      "type": "contact_tag",
+      "conditions": [
+        {
+          "operator": "index-of-true",
+          "field": "tagsAdded",
+          "value": "some-tag",
+          "title": "Tag Added",
+          "type": "select",
+          "id": "tag-added"
+        }
+      ],
+      "actions": [
+        {
+          "workflow_id": "WORKFLOW_ID",
+          "type": "add_to_workflow"
+        }
+      ],
+      "schedule_config": {},
+      "date_updated": "..."
+    },
+    "customer_reply": {
+      "type": "customer_reply",
+      "conditions": []
+    },
+    "appointment": {
+      "type": "appointment",
+      "conditions": [
+        {
+          "operator": "eq",
+          "field": "calendarId",
+          "value": "CALENDAR_ID",
+          "title": "Calendar",
+          "type": "select",
+          "id": "calendar"
+        }
+      ]
+    },
+    "contact_tag": {
+      "type": "contact_tag",
+      "conditions": [
+        {
+          "operator": "index-of-true",
+          "field": "tagsAdded",
+          "value": "tag-name",
+          "title": "Tag Added",
+          "type": "select",
+          "id": "tag-added"
+        }
+      ]
+    },
+    "pipeline_stage_updated": {
+      "type": "pipeline_stage_updated",
+      "conditions": [
+        {
+          "operator": "eq",
+          "field": "pipelineStageId",
+          "value": "STAGE_ID",
+          "title": "Pipeline Stage",
+          "type": "select",
+          "id": "pipeline-stage"
+        }
+      ]
+    },
+    "notes": "Workflow GET requests must include ?includeTriggers=true or triggers silently disappear. Each trigger type has type-specific condition fields."
+  },
+
+  "_workflow_design_patterns": {
+    "nurture_sequence": "Use linear workflow with stopOnResponse:true. Create separate 'exit workflows' triggered by tags (appointment-booked, do-not-contact) that use remove_from_workflow to pull contacts out. Do NOT use inline if/else gates at every step — this creates too many actions and can freeze GHL.",
+    "exit_workflow": "Small 3-4 step workflow: remove_from_workflow → note → tag → notify. Triggered by a tag being added to the contact.",
+    "max_actions": "Keep workflows under 40 actions. GHL's UI renderer struggles with larger workflows. Split into multiple connected workflows if needed."
+  }
+}

package/templates/clinic-medspa.json

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+{
+  "templateName": "Clinic / Med Spa",
+  "templateVersion": "1.0.0",
+  "description": "Complete GHL sub-account setup for clinics, med spas, and wellness practices. Includes patient pipeline, onboarding workflows, appointment forms, and compliance fields.",
+
+  "questionnaire": [
+    {
+      "id": "business_name",
+      "question": "What is the name of your clinic or med spa?",
+      "type": "text",
+      "required": true,
+      "placeholder": "e.g. Desert Body Contour"
+    },
+    {
+      "id": "owner_name",
+      "question": "What is the clinic owner's full name?",
+      "type": "text",
+      "required": true,
+      "placeholder": "e.g. Dr. Jane Smith"
+    },
+    {
+      "id": "business_address",
+      "question": "Clinic street address?",
+      "type": "text",
+      "required": true
+    },
+    {
+      "id": "business_city",
+      "question": "City?",
+      "type": "text",
+      "required": true
+    },
+    {
+      "id": "business_state",
+      "question": "State?",
+      "type": "select",
+      "required": true,
+      "options": ["AZ", "CA", "CO", "FL", "GA", "ID", "IL", "NV", "NY", "TX", "UT", "WA", "Other"]
+    },
+    {
+      "id": "business_zip",
+      "question": "ZIP code?",
+      "type": "text",
+      "required": true
+    },
+    {
+      "id": "business_phone",
+      "question": "Main clinic phone number?",
+      "type": "phone",
+      "required": true
+    },
+    {
+      "id": "business_email",
+      "question": "Main support email for patients?",
+      "type": "email",
+      "required": true
+    },
+    {
+      "id": "business_website",
+      "question": "Clinic website URL?",
+      "type": "url",
+      "required": false
+    },
+    {
+      "id": "clinic_type",
+      "question": "What type of practice?",
+      "type": "select",
+      "required": true,
+      "options": ["Med Spa", "Chiropractic", "Wellness/Integrative", "Dental", "Dermatology", "Plastic Surgery", "Acupuncture/Naturopathic", "Physical Therapy", "Other"]
+    },
+    {
+      "id": "services",
+      "question": "What services do you offer? (select all that apply)",
+      "type": "multiselect",
+      "required": true,
+      "options": ["Body Contouring", "Laser Treatments", "Injectables/Botox", "Facials/Skin Care", "Weight Loss", "Hormone Therapy", "IV Therapy", "Chiropractic Adjustments", "Massage Therapy", "Acupuncture", "Dental Cleanings", "Cosmetic Dentistry", "Physical Therapy", "Other"]
+    },
+    {
+      "id": "appointment_duration",
+      "question": "Default appointment duration?",
+      "type": "select",
+      "required": true,
+      "options": ["30 minutes", "45 minutes", "60 minutes", "90 minutes"]
+    },
+    {
+      "id": "timezone",
+      "question": "What timezone is the clinic in?",
+      "type": "select",
+      "required": true,
+      "options": ["US/Eastern", "US/Central", "US/Mountain", "US/Arizona", "US/Pacific", "US/Hawaii"]
+    },
+    {
+      "id": "wants_events",
+      "question": "Will you be running launch events or promotions?",
+      "type": "boolean",
+      "required": true
+    },
+    {
+      "id": "wants_reviews",
+      "question": "Do you want automated review request workflows?",
+      "type": "boolean",
+      "required": true
+    }
+  ],
+
+  "location": {
+    "name": "{{business_name}}",
+    "address": "{{business_address}}",
+    "city": "{{business_city}}",
+    "state": "{{business_state}}",
+    "postalCode": "{{business_zip}}",
+    "country": "US",
+    "phone": "{{business_phone}}",
+    "email": "{{business_email}}",
+    "website": "{{business_website}}",
+    "timezone": "{{timezone}}"
+  },
+
+  "tags": [
+    "new-lead",
+    "contacted",
+    "appointment-booked",
+    "appointment-showed",
+    "appointment-no-show",
+    "consultation-complete",
+    "patient-active",
+    "patient-inactive",
+    "vip-patient",
+    "review-requested",
+    "review-received",
+    "referral-source",
+    "event-registered",
+    "event-attended",
+    "package-purchased",
+    "membership-active",
+    "membership-cancelled",
+    "reactivation-candidate",
+    "do-not-contact",
+    "onboarding-complete"
+  ],
+
+  "customFields": [
+    { "name": "Clinic Name", "fieldKey": "clinic_name", "dataType": "TEXT" },
+    { "name": "Clinic Owner", "fieldKey": "clinic_owner", "dataType": "TEXT" },
+    { "name": "Primary Service Interest", "fieldKey": "primary_service_interest", "dataType": "TEXT" },
+    { "name": "Patient DOB", "fieldKey": "patient_dob", "dataType": "DATE" },
+    { "name": "Preferred Contact Method", "fieldKey": "preferred_contact_method", "dataType": "TEXT" },
+    { "name": "Insurance Provider", "fieldKey": "insurance_provider", "dataType": "TEXT" },
+    { "name": "Referral Source", "fieldKey": "referral_source", "dataType": "TEXT" },
+    { "name": "Consultation Date", "fieldKey": "consultation_date", "dataType": "DATE" },
+    { "name": "Consultation Notes", "fieldKey": "consultation_notes", "dataType": "LARGE_TEXT" },
+    { "name": "Treatment Plan", "fieldKey": "treatment_plan", "dataType": "LARGE_TEXT" },
+    { "name": "Packages Purchased", "fieldKey": "packages_purchased", "dataType": "TEXT" },
+    { "name": "Total Lifetime Value", "fieldKey": "total_lifetime_value", "dataType": "MONETARY" },
+    { "name": "Last Visit Date", "fieldKey": "last_visit_date", "dataType": "DATE" },
+    { "name": "Next Appointment", "fieldKey": "next_appointment", "dataType": "DATE" },
+    { "name": "Membership Type", "fieldKey": "membership_type", "dataType": "TEXT" },
+    { "name": "Membership Start Date", "fieldKey": "membership_start_date", "dataType": "DATE" },
+    { "name": "Allergies/Contraindications", "fieldKey": "allergies_contraindications", "dataType": "LARGE_TEXT" },
+    { "name": "Emergency Contact", "fieldKey": "emergency_contact", "dataType": "TEXT" },
+    { "name": "Emergency Contact Phone", "fieldKey": "emergency_contact_phone", "dataType": "PHONE" },
+    { "name": "Patient Status", "fieldKey": "patient_status", "dataType": "TEXT" },
+    { "name": "Lead Score", "fieldKey": "lead_score", "dataType": "NUMERICAL" },
+    { "name": "Review Status", "fieldKey": "review_status", "dataType": "TEXT" },
+    { "name": "Event Name", "fieldKey": "event_name", "dataType": "TEXT" },
+    { "name": "Event Date", "fieldKey": "event_date", "dataType": "DATE" },
+    { "name": "Revenue Generated", "fieldKey": "revenue_generated", "dataType": "MONETARY" }
+  ],
+
+  "pipelines": [
+    {
+      "name": "Patient Journey",
+      "stages": [
+        { "name": "New Lead", "position": 0 },
+        { "name": "Contacted", "position": 1 },
+        { "name": "Consultation Booked", "position": 2 },
+        { "name": "Consultation Completed", "position": 3 },
+        { "name": "Treatment Plan Presented", "position": 4 },
+        { "name": "Package Purchased", "position": 5 },
+        { "name": "Treatment In Progress", "position": 6 },
+        { "name": "Treatment Complete", "position": 7 },
+        { "name": "Review Requested", "position": 8 },
+        { "name": "Closed — Won", "position": 9 },
+        { "name": "Closed — Lost", "position": 10 }
+      ]
+    }
+  ],
+
+  "calendars": [
+    {
+      "name": "Consultations",
+      "description": "Free initial consultations for new patients",
+      "slotDuration": "{{appointment_duration_minutes}}",
+      "slotBuffer": 15
+    }
+  ],
+
+  "workflows": [
+    {
+      "name": "New Lead — Instant Response",
+      "description": "Sends immediate SMS + email when a new lead comes in. Adds tags and creates opportunity.",
+      "actions": [
+        { "name": "Add New Lead Tag", "type": "add_contact_tag", "attributes": { "tags": ["new-lead"] } },
+        { "name": "Send Welcome SMS", "type": "sms", "attributes": { "body": "Hi {{contact.first_name}}, thanks for your interest in {{business_name}}! We'd love to learn more about your goals. Reply to this text or book a free consultation.", "attachments": [] } },
+        { "name": "Send Welcome Email", "type": "email", "attributes": { "subject": "Welcome to {{business_name}}", "html": "<p style=\"margin:0px;\">Hi {{contact.first_name}},</p><p style=\"margin:0px;\"><br></p><p style=\"margin:0px;\">Thank you for reaching out to {{business_name}}. We're excited to help you achieve your goals.</p><p style=\"margin:0px;\"><br></p><p style=\"margin:0px;\">Looking forward to meeting you!</p><p style=\"margin:0px;\"><br></p><p style=\"margin:0px;\">— {{owner_name}}</p>", "trackingOptions": { "hasTrackingLinks": false, "hasUtmTracking": false, "hasTags": false } } },
+        { "name": "Wait 1 Hour", "type": "wait", "attributes": { "type": "time", "startAfter": { "type": "hour", "value": 1, "when": "after" }, "name": "Wait", "isHybridAction": true, "hybridActionType": "wait", "convertToMultipath": false, "transitions": [] } },
+        { "name": "Internal Notification", "type": "internal_notification", "attributes": { "type": "notification", "notification": { "body": "New lead: {{contact.first_name}} {{contact.last_name}} — {{contact.phone}} — {{contact.email}}", "title": "New Lead Alert", "userType": "user", "redirectPage": "contact", "type": "send_notification", "selectedUser": "" } } }
+      ]
+    },
+    {
+      "name": "Appointment Reminder",
+      "description": "Sends reminders at 24 hours and 1 hour before appointment.",
+      "actions": [
+        { "name": "Send 24hr Reminder SMS", "type": "sms", "attributes": { "body": "Hi {{contact.first_name}}, this is a friendly reminder about your appointment at {{business_name}} tomorrow. Please reply CONFIRM to confirm or call us at {{business_phone}} to reschedule.", "attachments": [] } },
+        { "name": "Wait 23 Hours", "type": "wait", "attributes": { "type": "time", "startAfter": { "type": "hour", "value": 23, "when": "after" }, "name": "Wait", "isHybridAction": true, "hybridActionType": "wait", "convertToMultipath": false, "transitions": [] } },
+        { "name": "Send 1hr Reminder SMS", "type": "sms", "attributes": { "body": "Hi {{contact.first_name}}, your appointment at {{business_name}} is in 1 hour! We look forward to seeing you.", "attachments": [] } }
+      ]
+    },
+    {
+      "name": "No-Show Follow Up",
+      "description": "Follows up with patients who missed their appointment.",
+      "actions": [
+        { "name": "Add No-Show Tag", "type": "add_contact_tag", "attributes": { "tags": ["appointment-no-show"] } },
+        { "name": "Wait 30 Minutes", "type": "wait", "attributes": { "type": "time", "startAfter": { "type": "minute", "value": 30, "when": "after" }, "name": "Wait", "isHybridAction": true, "hybridActionType": "wait", "convertToMultipath": false, "transitions": [] } },
+        { "name": "Send No-Show SMS", "type": "sms", "attributes": { "body": "Hi {{contact.first_name}}, we missed you at {{business_name}} today! We'd love to reschedule at a time that works for you. Reply to this text or book here.", "attachments": [] } },
+        { "name": "Wait 24 Hours", "type": "wait", "attributes": { "type": "time", "startAfter": { "type": "hour", "value": 24, "when": "after" }, "name": "Wait", "isHybridAction": true, "hybridActionType": "wait", "convertToMultipath": false, "transitions": [] } },
+        { "name": "Send Follow Up Email", "type": "email", "attributes": { "subject": "We missed you!", "html": "<p style=\"margin:0px;\">Hi {{contact.first_name}},</p><p style=\"margin:0px;\"><br></p><p style=\"margin:0px;\">We're sorry we missed you at your appointment today. Life gets busy — no worries!</p><p style=\"margin:0px;\"><br></p><p style=\"margin:0px;\">We'd love to reschedule at a time that works better for you.</p><p style=\"margin:0px;\"><br></p><p style=\"margin:0px;\">Best,</p><p style=\"margin:0px;\">{{owner_name}}</p><p style=\"margin:0px;\">{{business_name}}</p>", "trackingOptions": { "hasTrackingLinks": false, "hasUtmTracking": false, "hasTags": false } } }
+      ]
+    },
+    {
+      "name": "Post-Visit Review Request",
+      "description": "Requests a Google review 2 hours after an appointment.",
+      "condition": "wants_reviews == true",
+      "actions": [
+        { "name": "Add Review Requested Tag", "type": "add_contact_tag", "attributes": { "tags": ["review-requested"] } },
+        { "name": "Wait 2 Hours", "type": "wait", "attributes": { "type": "time", "startAfter": { "type": "hour", "value": 2, "when": "after" }, "name": "Wait", "isHybridAction": true, "hybridActionType": "wait", "convertToMultipath": false, "transitions": [] } },
+        { "name": "Send Review Request SMS", "type": "sms", "attributes": { "body": "Hi {{contact.first_name}}, thank you for visiting {{business_name}} today! If you had a great experience, we'd really appreciate a quick Google review. It helps others find us!", "attachments": [] } }
+      ]
+    },
+    {
+      "name": "Reactivation — 90 Day Inactive",
+      "description": "Re-engages patients who haven't visited in 90 days.",
+      "actions": [
+        { "name": "Add Reactivation Tag", "type": "add_contact_tag", "attributes": { "tags": ["reactivation-candidate"] } },
+        { "name": "Send Reactivation SMS", "type": "sms", "attributes": { "body": "Hi {{contact.first_name}}, it's been a while since your last visit to {{business_name}}. We miss you! Book your next session and get 10% off.", "attachments": [] } },
+        { "name": "Wait 3 Days", "type": "wait", "attributes": { "type": "time", "startAfter": { "type": "day", "value": 3, "when": "after" }, "name": "Wait", "isHybridAction": true, "hybridActionType": "wait", "convertToMultipath": false, "transitions": [] } },
+        { "name": "Send Reactivation Email", "type": "email", "attributes": { "subject": "We miss you, {{contact.first_name}}!", "html": "<p style=\"margin:0px;\">Hi {{contact.first_name}},</p><p style=\"margin:0px;\"><br></p><p style=\"margin:0px;\">It's been over 90 days since your last visit to {{business_name}}, and we wanted to check in.</p><p style=\"margin:0px;\"><br></p><p style=\"margin:0px;\">As a valued patient, we'd like to offer you 10% off your next treatment. Just mention this email when you book.</p><p style=\"margin:0px;\"><br></p><p style=\"margin:0px;\">See you soon!</p><p style=\"margin:0px;\">{{owner_name}}</p>", "trackingOptions": { "hasTrackingLinks": false, "hasUtmTracking": false, "hasTags": false } } }
+      ]
+    }
+  ],
+
+  "forms": [
+    {
+      "name": "New Patient Intake",
+      "description": "Basic intake form for new patients",
+      "fields": [
+        { "label": "First Name", "type": "text", "required": true },
+        { "label": "Last Name", "type": "text", "required": true },
+        { "label": "Email", "type": "email", "required": true },
+        { "label": "Phone", "type": "phone", "required": true },
+        { "label": "Date of Birth", "type": "date", "required": true },
+        { "label": "What service are you interested in?", "type": "select", "required": true, "options": "{{services}}" },
+        { "label": "How did you hear about us?", "type": "select", "required": true, "options": ["Google", "Facebook/Instagram", "Friend/Family Referral", "Doctor Referral", "Drive By", "Event", "Other"] },
+        { "label": "Do you have any allergies or medical conditions we should know about?", "type": "textarea", "required": false },
+        { "label": "Preferred contact method?", "type": "select", "required": true, "options": ["Text", "Email", "Phone Call"] },
+        { "label": "I consent to receive text messages and emails from {{business_name}}", "type": "checkbox", "required": true }
+      ]
+    }
+  ]
+}