For Clinics/ Clinic Platform
CRM, booking & connected conversations

Every enquiry.
A clear next step.

A configured CRM, booking and follow-up platform, with setup and ongoing support from our team. Help more enquiries become appointments—and give your staff less to chase.

Discuss your clinic’s platform ↗Explore a workflow ↓

$599/month · Unlimited users · Month-to-month

Illustrative practice coordinator answering a call at her desk
A clear handoff helps the team / Illustrative image
From enquiry to appointmentIllustrative workflow · Fictional examples
Website message
Hi, how do I book a skin consultation?
A person takes it forward

Assigned to front desk

Reply with availability and the next step.

Visible to the teamResponse needed

Arrange a consultation

The message and its owner stay together in the contact record.

Text-back to caller
Sorry we missed you. When would be a good time to call back?
A person takes it forward

Front desk notified

The reply joins the inbox for a person to follow up.

Visible to the teamCallback needed

Return the call

Text-back follows the practice’s agreed consent and communication settings.

Booking confirmation
Your consultation is confirmed. We’ll send a reminder before your visit.
A person takes it forward

Front desk has the details

The appointment appears in the connected calendar.

Visible to the teamAppointment confirmed

Prepare for the visit

Booking and reminder options depend on the systems connected.

Tools, configured around your practice

Keep the conversation
and the work together.

CRM & shared inbox

See the enquiry, conversation and owner together. Connect supported email, SMS, chat and social channels so the team has context before replying.

Booking & reminders

Online booking, calendar connections, confirmations, reminders and rebooking workflows. Deposits can be configured where your booking and payment setup supports them.

Follow-up & automation

Missed-call text-back, enquiry follow-up and clear handoffs. Agree the messages, timing and situations that need a person before switching on automation.

Campaigns & reputation

Email and SMS tools, contact segments, review-request workflows and a social planner. Campaign strategy and ongoing creative production are separate marketing services.

Website & search upkeep

Hosting, website maintenance and technical SEO/AEO upkeep for the agreed site. A new website or a separate integration is scoped as its own project.

Reporting & a named contact

Review enquiry sources, pipeline stages and booking outcomes where tracking supports them. A named contact helps configure the workflows and reviews progress with you monthly.

Packages and memberships

Online packages, memberships and gift cards can be configured where your connected payment and booking systems support them. We confirm the scope before implementation.

Automation with a handoff

The desk gets busy.
The conversation can continue.

A missed-call text-back can acknowledge an enquiry while your team is occupied. Replies return to the inbox, ready for someone to follow up.

Explore voice assistants as an optional addition ↗
Illustrative message / configured text-back
“Thanks for calling. Our team is helping someone at the moment. What would be a convenient time to call you back?”
Reply arrivesTeam follows up

Message wording, consent settings and response responsibilities are agreed with your practice.

One connected approach

From first interest
to a team ready to respond.

Attract & inform

Your website

Marketing brings people in. Your website helps them choose care and make an enquiry.

Clinic websites ↗Clinic marketing ↗
Enquiries
Respond & arrange

Clinic Platform

One place for conversations, ownership, follow-up and connected appointments.

Scoped connection
Deliver care

Your existing EHR

Clinical records stay in your clinical system. We confirm what can connect before implementation.

Onboarding with your team

Agree how it should work.
Then put it to work.

We map your tools and the people responsible for each step before connecting the workflow.

  1. Map the setup.Review systems, contact data, calendars and current handoffs.
  2. Configure access and communication.Agree roles, consent capture, messaging registration and any required vendor privacy plan or BAA.
  3. Test the journey together.Try enquiries, replies, bookings and reminders before launch.
  4. Review and improve.A named contact and monthly review help keep the setup useful as your practice changes.
Scope and cost, made clear

A monthly service.
With people behind it.

Clinic Platform$599/month

Unlimited users. Month-to-month. Standard platform setup included. No per-seat charges.

  • Standard setup: contact fields, team access, inbox, supported calendar connection and agreed follow-up templates.
  • CRM, booking and configured follow-up tools.
  • Website hosting and agreed maintenance.
  • Reporting, a named contact and monthly review.
Discuss your platform setup ↗

Separate costs and projects

CRM vendor’s HIPAA plan
Passed through at vendor cost, without markup, and shown separately in your proposal.
Custom work beyond standard setup
New websites, custom EHR/API integrations, complex data migrations and bespoke automation are quoted separately before work starts.
Marketing and voice assistants
Campaign management, creative production, ad spend and voice-assistant services are outside the base subscription.

Any additional vendor subscriptions or usage charges are identified in your proposal before you commit.

A clear handover if you leave.

Your website code and domain remain yours. Your contact list can be exported, and account access is handed over with documentation.

Practical questions

What should we know
before we connect it?

Is this custom software or a configured platform?

The service brings together CRM, booking, messaging and automation tools configured for your practice. We handle setup and ongoing support; custom practice-system integrations are scoped separately.

Can we keep our existing booking software or EHR?

We review what stays, what can be replaced and what can connect. Clinical records remain in your EHR. Integration options depend on the access and capabilities of your existing systems.

Can you move our existing contacts?

Contact and marketing-data migration is planned during onboarding, including field mapping and consent information. Clinical records are not treated as a marketing contact import.

Are team members charged separately?

The platform service includes unlimited users, with no per-seat charge. We agree access and responsibilities for your team during onboarding.

What about patient information?

We agree which information belongs in each system and configure access and communication settings during onboarding. Where required, the CRM vendor’s HIPAA-enabled plan and BAA are arranged; that plan is a separate charge passed through at vendor cost.

Is a voice assistant included?

Voice assistants are an optional addition, scoped around the calls they should handle and when they should transfer to a person. They are not included in the base platform subscription.

What happens if we leave?

The service is month-to-month. Your website code and domain remain yours, your contact list can be exported, and we provide a documented handover of account access. Third-party service terms are identified in your agreement.

Start with the way you work

Where do enquiries
get stuck today?

Show us your tools and the steps your team has to chase. We’ll discuss what to connect, what to keep and where to start.

Discuss your clinic’s platform ↗