How a patient moves through your system
Twenty features, grouped by the stage of the patient journey they protect: from the moment someone tries to reach you, through to whether they ever come back or leave a review. Signature features are fully AI-personalised; everything runs on the same fully-managed setup, underneath.
Back to homepageCatch every enquiry, however it arrives
A missed call, a late-night message, a web visitor with one small question: none of it counts for anything if it isn't answered fast. This stage makes sure nothing that reaches you goes to whoever answers first.
AI Voice Receptionist
SignatureA natural-sounding AI voice agent answers your phone live when you can't, so the call gets handled, not just noticed.
Some callers won't wait for a text back, they want an answer there and then. Our AI receptionist picks up in your business's name, answers common questions, checks availability and books the appointment on the call itself, then hands anything unusual straight to you.
Missed-Call Text-Back
SignatureEvery unanswered call gets an instant text, so the lead never reaches a competitor first.
A ringing phone nobody answers is the most common way local practices lose new enquiries; the caller just dials the next name on the list. Texting back within seconds closes that window before it costs you the patient, at any hour, without reception needing to be free.
Instant Enquiry Follow-Up
Website and form enquiries get a reply in seconds, not whenever someone next checks their inbox.
Someone who's just submitted your contact form is at their most interested point, not whenever the inbox next gets opened. Replying within seconds keeps that window open regardless of how busy the front desk is.
Ad Lead Instant Follow-Up
Facebook and Google lead-form submissions get followed up before they've even closed the app.
Paid leads are the most expensive enquiries you'll get, and the most impulsive, so the moment of intent passes fast. Following up before they've closed the app protects the return on every pound spent on ads.
Live Chat
SignatureA chat widget on your site catches visitors before they bounce and routes conversations straight into your inbox.
Visitors with one small question, do you take new patients, are you open Saturdays, quietly leave rather than picking up the phone if there's no easy way to ask. A chat widget gives them that option at the exact moment they're deciding whether to bother contacting you.
Call Transcription & AI Summaries
Every call is transcribed and summarised automatically, so what was said and agreed is always on record.
Details from a phone call are easy to lose if nobody wrote them down, and memory fills the gap incorrectly. Every call gets transcribed and summarised straight into the contact's record, so anyone on the team can see exactly what was discussed and promised, without replaying a recording.
Call summary added to CRM: asked about pricing for a boiler service, quoted a Thursday slot, wants a callback if not confirmed by Friday.
Unified Inbox
Texts, calls, Facebook, Instagram and email replies all land in one thread, nothing gets missed across apps.
The more places patients can reach you, the more places a message can go unanswered, like a DM missed on one app while everyone's focused on the phones. One thread across every channel means there's only one place to check.
After-Hours Auto-Reply & Booking
Enquiries at 11pm still get answered, and can book straight into your calendar without you lifting a finger.
A large share of enquiries happen outside opening hours, whenever the person actually has five minutes to think about booking. Answering instantly and letting them book into a real slot means the practice never really closes from their side.
Turn interest into a booked, paid appointment
Getting someone to enquire is the easy part. This stage is what turns that interest into a slot that's actually booked, paid for, and shown up to, not a near-miss that quietly evaporates.
Abandoned Booking Recovery
Someone starts booking but doesn't finish, they get an automatic nudge to complete it.
Reaching the booking page is usually the hardest part; by the time someone's picking a date, they've already decided they want in. A well-timed nudge catches the ones who get distracted before that near-certain booking quietly evaporates.
Deposit & Booking Collection
Deposits and full payments get collected automatically at the point of booking, so no-shows drop.
A slot with nothing riding on it is easy to blow off, and a no-show doesn't just lose that booking, it loses the whole slot. Taking a deposit automatically gives people a reason to turn up, without anyone chasing card details by hand.
Auto Appointment Reminders
Reminders go out the day before, cutting no-shows without anyone having to remember to send them.
Forgetting, not a change of heart, is the most common reason for a missed appointment. A reminder the day before catches most of those cases, sent to every booking without anyone working through the list by hand.
Payments & Invoicing
Payment links, invoices and text-to-pay, so getting paid takes seconds instead of chasing.
Chasing money is the job nobody enjoys, and the longer an invoice sits, the harder it gets to bring up. A payment link sent by text lets the customer settle from their phone in moments, so the money lands while the work is still fresh in their mind.
E-commerce & Store Integration
Connect your online store so orders, stock and customer messages all flow into the same system.
Practices that also sell retail end up running a separate spreadsheet for stock and orders, which is exactly where a sold-out product or missed confirmation happens. Bringing the store into the same place as calls and bookings gives one view of the whole relationship.
Store, cart and order-sync integrations are configured per platform, get in touch for a walkthrough of yours.
Keep the patients you already have
The patients already on your books are the cheapest business you'll ever win back, if anyone actually reaches out to them. This stage keeps that happening without relying on someone remembering to.
Database Reactivation
Old contacts who've gone quiet get a re-engagement campaign, automatically, on a schedule you set.
Most practices sit on hundreds of old patients who drifted off simply because nobody reached back out, an already-trusting audience that's the cheapest new revenue available. Running on a set schedule means the list gets worked every quarter, not once in a rush.
Post-Appointment Aftercare
A check-in message goes out after the job's done, good for care, better for catching issues early.
Most patients never mention it if something feels slightly off after a treatment, they just don't come back. A simple check-in gives them an easy way to flag a problem while it's still small, and doubles as a genuine care touchpoint.
Birthday & Milestone Touchpoints
Birthdays and anniversaries trigger a personal-feeling message and offer, automatically.
Patients drift from businesses they've stopped thinking about, not ones they've decided to leave. A small message on their birthday keeps you on their radar without it ever feeling like a sales pitch.
Auto Referral Requests
Happy customers are automatically asked to refer someone, with a link that's easy to share.
A friend's recommendation is one of the most trusted ways someone chooses a dentist, physio or salon, but happy patients rarely mention you unprompted. Asking right after a good experience turns quiet satisfaction into new enquiries at close to zero extra cost.
Protect what people find when they search your name
None of the first three stages get a chance to run if someone never picks up the phone in the first place, and your Google rating is usually why they did, or didn't.
Auto Review Requests
SignatureWe text to check how it went first, so negative feedback gets caught privately before it ever reaches Google.
Most people check your rating before anything else, so a handful of stale reviews at the top of the page quietly costs bookings you never see. Asking every happy patient right after their visit keeps the rating current, and checking sentiment first means a bad experience reaches you privately.
AI Review Responses, In Your Voice
SignatureEvery review gets a thoughtful reply drafted in your brand's tone, reviewed by AI, sounding like you.
An unanswered review, good or bad, reads as a business that isn't paying attention, and replying to every one is easy to mean to do and never get round to. A draft in your own tone means every review gets a genuine reply, and consistently responding is itself a trust signal to anyone reading before they book.
Custom In-Depth AI Automations
Got a workflow that's specific to how you run things? We build bespoke AI automations tailored exactly to your business, on top of everything above.
No two practices run identically. A multi-chair dental clinic, a solo physio and a salon with retail stock all have their own quirks: quoting logic, approvals, triage, stock reordering. The nineteen features above cover the shared ground every appointment-based business needs. This one covers the bit that's unique to you, and if it's repeatable, it can very likely be automated.
Talk to us about yoursNot sure which stage needs attention first?
Every plan is fully managed, we work out what to switch on for your practice, not the other way round.
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