Case Study: Ascend Strategy + Design streamlines appointment scheduling with Jotform

How a growth agency simplified appointment scheduling with Jotform

Ascend Strategy + Design, an award-winning growth marketing agency, needed a fast way to build appointment scheduling and data-collection workflows for clients in healthcare and community services. Using Jotform, they had to work around HIPAA-related requirements, integrate with HubSpot, and support sensitive forms for a COVID vaccine scheduler and tax-filing appointments.

With Jotform’s flexible forms, conditional logic, scheduling features, and HubSpot integration, Ascend quickly launched HIPAA-friendly appointment workflows for Chancy Drugs and Tulsa Responds. Jotform helped the agency set up the vaccine scheduler in about a day, supported custom multi-location tax appointments, and powered hundreds of tax-consultation bookings while saving clients days of manual work and improving data management.

Ascend Strategy + Design

Anne Shenton

Chief Executive Officer