Custom Automation for Health & Wellness Clinics
Same Clinic. Same Team. Half the Front-Desk Chaos.
You will keep treating clients the way you always have. Lead replies, intake forms, recalls, and review asks will just stop swallowing your front desk.
Real Numbers, Real Wins
What We've Returned to Clinics Like Yours
Real numbers from real engagements. Hours back, dollars recaptured, capacity unlocked.
*Based on a 25-employee firm: 2 hours saved per day × 250 working days = 12,500+ hours/year. Cycle reduction measured at 2 hours → 30 minutes per repetitive task.
How Automation Works in Your Clinic
From wiring around your existing booking system to building custom flows from scratch. Whatever saves your front desk the most time.
Lead Capture and First-Response
Web forms, Instagram DMs, missed calls, and Google ads all funnel into one inbox. Every lead gets an instant text reply and a booking link before they go cold.
Booking and Confirmation Flows
Self-serve booking links, smart pre-visit instructions, and confirmation sequences. Patients show up prepared, your front desk stops playing phone tag.
No-Show Recovery and Recall
If a patient cancels or no-shows, they get an automated rebook flow. If they are due back at 30, 60, or 90 days, the recall fires on schedule with a one-tap rebook link.
Reviews, Referrals, and Social Proof
Post-visit, satisfied clients get a direct Google review link. Referral incentives go out automatically when they hit a milestone (3rd visit, package complete, etc.).
Intake Forms and Document Chasing
Pre-visit intake forms get sent the moment a booking is made. Missing forms trigger gentle reminders so you never start a session waiting on paperwork again.
Whatever Else Is Eating Your Time
If your team is doing it repeatedly and it follows a pattern, we can probably automate it. Membership renewals, package tracking, deposit collection, post-treatment care sequences. We scope custom workflows during the audit.
We Work With Your Tools or Build You Better Ones
We can automate around your existing software or build custom tools when off the shelf doesn't cut it. Either way, your team saves time.
Don't see your tool? If it has email, an API, or exports data, we can work with it.
Questions Clinics Ask Us
We design our automations to avoid touching PHI when possible. Lead capture, booking, recall, review collection, and marketing flows can all run without ever pulling clinical data. When PHI is involved, we use HIPAA-compliant tools and sign a BAA. We will be upfront about what touches PHI and what does not.
No. We work with what you have. Vagaro, Mindbody, Jane App, SimplePractice, IntakeQ, Mangomint, Boulevard, Cliniko. Most clinics keep their core system and we wire automation around it. If your current setup is the bottleneck, we can replace pieces of it.
After a visit is marked complete, the patient or client gets a text or email with a direct link to leave a Google review. It is timed for when satisfaction is highest. You can exclude specific clients or visit types if you want to.
We build automated reminder sequences before the visit, no-show recovery flows after, and recall flows for clients due back at 30, 60, or 90 days. The front desk stops chasing and starts confirming.
Yes. Web form leads, Instagram DMs, missed calls, and Google form fills can all funnel into one inbox with auto-replies and booking links. Your front desk stops switching between five tabs.
Pilots go live within 30 days. Recall and review automations show measurable lift in the first 60 days. Lead-to-book conversion improvements usually show up by week 2.
Ready to Get Your Front Desk Back?
Book a free 30 minute discovery call. We'll map your biggest workflow bottleneck and tell you exactly how much time and revenue you can recover.
Based in Miami. Serving health and wellness clinics nationwide.