Website and booking
Clinic branding, service content, booking options and the agreed appointment and deposit rules.
Done for you
Your clinic supplies the decisions. We build the setup.
The platform is configured around your services, brand and approved policies. Here is how that work moves from the first conversation to launch.
01 · Understand the practice
Start with what the clinic needs to do.
We review the services, staff, branding and systems involved. You provide the business details and the clinical decisions that shape the build.
- Services, prices, durations and launch priorities.
- Brand assets, approved copy and clinic policies.
- The accounts and people needed for setup.
02 · Configure the platform
Put the details into the software.
The work is grouped by the patient experience and the tools your team will use.
CRM and branded follow-up
Contact organization, pipeline stages, branded email, automated reminders, intake and consent delivery, and treatment-specific retention.
Clinical setup
EMRMedSpa, approved clinical forms, GFE coordination and a review of the clinic’s access and documentation needs.
First campaign
The agreed offer, local audience, custom creative, booking destination, lead alerts and configured SMS/AI follow-up.
03 · Review it together
Check the experience your team and patients will use.
Walk through the website, booking, reminders, form delivery, GFE process, treatment workspace and follow-up. Review the campaign creative and clinical requirements with the right people.
- Confirm services, prices and appointment details.
- Read the branded messages and follow-up content.
- Review the clinical setup with the appropriate staff.
- Agree the changes needed before launch.
04 · Launch and hand over
Launch the first campaign with us.
Once the setup and required approvals are ready, we help launch the first campaign and walk through the configured workflow. The schedule is confirmed for your clinic after access and materials have been reviewed.
After launch
Ongoing website changes and optimizations are included when needed in the Operating System program.
Future campaigns
Run later campaigns yourself or scope additional ad work with us.
SEE IT FOR YOUR PRACTICE
Walk through the setup for your clinic.
Bring your services, staff and current tools. We will show how those details shape the platform.
Request a demo