Find the tools for the task.

Your clinic’s branding and treatment pages, built around a clear booking path.

Launch local ads with custom creative, clinic lead alerts and configured SMS/AI follow-up.

Find CRM leads, summarize a contact and draft replies, email or social content.

Create and refine posts with AI, then review and schedule them for connected social accounts.

Keep contact details and lead progress organized for your team.

Service menus and appointment selection configured around your clinic.

Set staff hours and service availability, then review the clinic’s appointment schedule.

Set the deposit and booking rules patients see before confirming an appointment.

Automated confirmations and reminders with the visit details patients need.

Send the right pre-visit forms for the booked treatment, with reminders for outstanding paperwork.

Coordinate required exams through Qualiphy requests or your clinic’s own clinician-performed process.

Find patients by name, email or phone and open demographics, medical history and treatment notes.

Select a patient and reach photo capture, a GFE request or checkout from the treatment-room workspace.

Procedure information, vitals and structured treatment notes in the clinical workspace.

Document treatment with SOAP notes, treatment-specific templates and smart phrases.

Send the clinic’s approved consent forms and review the displayed consent status.

Capture treatment photos, organize before and after images and compare the selected views.

Mark named treatment areas in the clinical note.

Search clinical protocols by name, modality or indication, then open or print the guidance.

Email, SMS and connected Facebook and Instagram messages in one team inbox.

Automated rebooking and reactivation shaped around the treatment the patient received.

Send the post-care instructions approved for the completed treatment, with a clear clinic contact.

Automate review requests and use AI-assisted or configured automatic replies.

Configured follow-up helps your team keep the next booking in view after a missed or canceled visit.

Bring birthday and returning-patient follow-up into your configured retention workflows.

Clinic-branded email content with campaign and delivery reporting.

Review appointment activity by date, status and calendar.

Review payment records and collect contactless payments through the supported mobile setup.

Define eligible treatment packages and automate session tracking around qualifying completed visits.

Set up recurring membership billing and review the subscription and payment records.

Create clinic-branded gift cards, share a purchase link and track remaining value.

Product quantities, stock status, batches and alerts in the inventory workspace.