Use Mangomint with Clinvello

Keep your current system working.

Keep Mangomint as the source of existing appointments and records. Start with a read-only review, then move one approved AI workload. Give every message, booking and follow-up one active owner.

Connection availability is owner-confirmed. Confirm the exact actions, account permissions and location coverage during setup.

Connect, test, then move the work.

1. 01

   Choose the first workload

   Pick one task: after-hours inquiries, lead follow-up or a morning brief. Record how it works today, which clinic records it uses and what a successful handoff looks like. Keep the existing process available during the pilot.

2. 02

   Add the Mangomint connection

   Ask the implementation team to demonstrate the supported Mangomint connection for your plan and location. Review requested permissions with the account administrator and confirm the actual authorization process before granting access.

3. 03

   Start with read-only access

   Review the matched locations, providers, services and timezones. Compare the records with Mangomint before enabling writes. Use the read-only report to establish a baseline without changing bookings or sending patient messages.

4. 04

   Assign workload ownership

   Agree on the source system, location, approved responses, contact rules and escalation owner. Ask the implementation team to demonstrate the controls. Review overlapping automations in Mangomint; only one system should send each reminder or follow-up.

5. 05

   Test the complete workflow

   Use synthetic records to test the inquiry, booking, cancellation and staff handoff. Inspect the final record in Mangomint. Check permissions and supported actions before enabling booking writes for your clinic.

6. 06

   Enable a limited rollout

   Approve one location or time window. Review action history and failed tasks with the clinic team. Expand when the clinic accepts the results; pause the workload and return to the prior process if a material discrepancy appears.

Mangomint: what to check.

Mangomint documents Admin management of apps and integrations, with enable/disable controls. Confirm how the particular Clinvello connection is authorized and revoked; the general app documentation does not establish its read/write scope.

• Client-list export is desktop-only in the reviewed guide.
• Filters and staff permissions can restrict exported records.
• Check membership, package and account balances separately before any later system change.

Before you approve the next stage

1. Does the connection enforce our resources, durations and provider rules?
2. Which existing Flows and reminders overlap with the proposed Clinvello task?
3. How are forms, appointment history and outstanding balances preserved if we later change platforms?

Leave the original clinic system in place. Move the next workload only after the first one passes the clinic’s checks.

Compare Clinvello and Mangomint before deciding →

Source guidance

The links below support the source-system export and access notes. The checklist is editorial planning advice, not verified Clinvello screen instructions or evidence of a completed migration.

1. Mangomint client-list export (opens in new tab) ↗Source review · 2026-10-29
2. Mangomint app and integration administration (opens in new tab) ↗Source review · 2026-10-29

Ready to move the whole operation?

See the full Mangomint transfer guide →

Review all 39 features →