Plato integration · Operations HQ

Your Plato diary, run from WhatsApp.

Operations HQ connects Plato to your clinic's WhatsApp number. Patients book, move and cancel by chat, and every change lands in Plato in your front desk's own note format.

🔑 Least-access API key 📝 Your note format kept 🧾 Every write logged
📝 One reschedule, in Plato

The appointment note before and after. Only the time changes.

Thu 4:00pm · Check-up · Request Dr Tan
Sat 11:00am · Check-up · Request Dr Tan

Logged: patient matched by phone, Dr Tan on duty Saturday, slot re-checked, written by the assistant after the patient confirmed.

What it touches

Reads what a booking needs. Nothing more.

Your clinic creates a Plato API key that can only call the endpoints you tick. Plato refuses every other request made with it.

👀 Reads

To find a slot

  • Appointments and available slots
  • Duty calendars, so the right practitioner is offered
  • Appointment codes and notes, such as "Check-up"
  • Patient look-up by phone number
  • Package and recall data, where your Plato exposes it
✍️ Writes

After the patient confirms

  • New appointments
  • Moved appointments, note unchanged
  • Cancellations, under your policy
  • Confirmations from reminder replies
  • New patient records, where the API allows
⛔ Never

Outside the key

  • Clinical notes
  • Lab results and graphs
  • Payments and saved cards
  • Invoices and stock
  • Merging or deleting patients
The endpoints you tick in Plato
GET/{db}/appointment
POST/{db}/appointment
POST/{db}/appointment/slots
GET/{db}/appointment/calendars
PUT/{db}/appointment/{appointment_id}
GET/{db}/search/patient

A selection. The full list, with screenshots of each box to tick and the ones to leave alone, is in the Plato setup guide.

Your booking rules

Built around how your front desk uses Plato

Operations HQ applies the rules your team already follows, set once in settings and changeable by your staff.

Your note format

The treatment and requested doctor are read from notes like "Check-up · Request Dr Tan" and written back the same way.

Common misspellings

An approved list, such as "Scalling" for "Scaling". A note that still matches nothing goes to your team, never guessed.

Who performs what

Only practitioners on duty who perform that treatment are offered, for the full length of the treatment.

Capacity per slot

Each outlet sets how many of each treatment a slot can hold, for example up to 4 consultations and 1 health screening at 1pm.

Leave

Mark a practitioner's leave in Operations HQ. Their slots stop being offered and the outlet gets the list of bookings to rearrange.

Plato events

When Plato marks a treatment completed or an invoice issued, after-care, review and next-visit messages start on their own.

Sample conversations

What the patient sees, and what Plato records

The clinic and patients are fictional. See all eight examples.

respond.io and Operations HQ

Who does which job

respond.io runs the WhatsApp conversation. Operations HQ does the multi-step booking work against Plato that a chat platform is not built to do on its own.

💬 respond.io
Your WhatsApp numbers and inboxes
The AI conversation and languages
Handover to your customer service team
Message templates approved by Meta
⚙️ Operations HQ
Reads and writes Plato safely
Applies rosters, notes and capacity rules
One view across brands and outlets
A log of every change made in Plato
Week one

A technical check before anything is built

In the first 3 working days we confirm what your Plato allows and send the findings in writing. If an endpoint is missing, we agree an alternative or take that feature out of scope. Nothing extra is charged without your written agreement.

  1. 1

    API access

    The scoped key works for appointments, slots, calendars and patient look-up.

  2. 2

    Account structure

    One Plato per brand, or a shared account where brands, outlets and doctors are clearly identified.

  3. 3

    Notes and packages

    Your note format, treatment list and whether package balances and recalls are readable.

  4. 4

    Existing workflows

    Every reminder and auto-reply already running, so patients never get two.

FAQ

Plato questions

Is Operations HQ a Plato product?

No. Zelix Labs is an independent company that connects to Plato through the API key your clinic creates. Plato is a trademark of its owner.

Can Operations HQ read clinical notes?

No. The scoped key covers appointments, available slots and patient look-up only. Clinical notes, lab results, payments and stock stay out of reach, and Plato refuses any request outside the endpoints you tick.

Does Plato charge for API access?

Any Plato fee for API access is between your clinic and Plato. It is paid directly and not marked up by us.

We already send reminders from Plato or respond.io. Will patients get two?

No. Before go-live we list every existing reminder, auto-reply and broadcast. Those that duplicate the assistant are switched off with your written approval.

Each of our brands has its own Plato. Does that work?

Yes. Each brand gets its own compartment in Operations HQ, connected only to that brand's Plato and that brand's WhatsApp workspace, with its own API key.

What if a front desk staff member and the assistant change the same booking?

Plato is checked again immediately before every write. If the slot has changed, the patient is offered times again and nothing is overwritten.

See your own treatments moving in Plato

Message us on WhatsApp. We will run the demo with your treatment list and note format.

Book a 20-minute demo