PRACTICE MANAGEMENT SIMPLIFIED.SIMPLE PRACTICE MANAGEMENT FOR NZ HEALTH PROFESSIONALS.ALL-IN-ONE PRACTICE MANAGEMENT.
BUILT FOR NZ PRACTITIONERS BY NZ PRACTITIONERS.

Not just another filing cabinet. An active practice partner.The quiet foundation behind the day-to-day running of your practice.Taking care of the day-to-day running of your clinic.

ClientWell helps you run and grow your health practice in 2026. Sage answers incoming calls, keeps follow-up moving and brings your diary, clinical work and billing into one simpler place.Modern practice management from initial enquiry to paid invoice. Sage answers your phone while you are in an appointment, keeping bookings, clinical notes and billing in one calm place.ClientWell brings your bookings, notes, phone enquiries and invoicing together in one quiet tab, so you can focus entirely on the person in front of you.

For allied health professionals, natural health practitioners and coaches, caring for clients and patients.

No card, no sales call. Your booking link goes live in under 5 minutes.  See what's inside.

Under 5 mins
to your live booking link
One easy tab
instead of five paid tools
Sage answers
when you can't get to the phone

The active partner difference

Three ways ClientWell works alongside you

Most practice software waits for you to enter data. ClientWell actively helps you manage your day.

Never miss the next enquiry

Sage answers calls, handles common questions and books into real availability while you are with someone.

Keep care moving between visits

Reminders, home plans, follow-ups, rebooking and reactivation keep moving, with you retaining control.

Run the practice from one simpler place

Bookings, records, clinical tools, ACC, invoicing, your website, marketing and tasks work together instead of duct-taping several software tools together.

Everything you need from initial enquiry to a paid invoice

Built for NZ practitioners, with NZ practitioners.

Say goodbye to

  • Missed calls while you're in an appointment
  • Sunday evenings catching up on notes and invoices
  • Juggling three software tabs between appointments
  • Paying for four tools that don't talk to each other
  • Appointments that quietly never get billed

Say hello to

  • Sage answering the phone and booking people in
  • Invoices sent before the appointment ends
  • One quiet tab for bookings, notes and money
  • One monthly price, everything included
  • ACC visits tracked and ready to claim
Sage · Phone, web and practice support

Your phone can still be answered while you're in an appointment.

Why a quick reply matters

Research published in the Harvard Business Review found that businesses who replied to an enquiry within an hour were nearly seven times more likely to turn it into a real conversation than those who waited even an hour longer.

Hear Sage for yourself

Talk to Sage right now

Sage is your AI Client Concierge across your phone and booking page, with the same knowledge of your services, locations and live availability.

Sage will answer as Willow Lane Wellness, our sample clinic. Ask about prices or parking, or try booking a massage. It uses your microphone, no phone number needed.

Willow Lane Wellness

Calls last a few minutes at most. Bookings made here go into the sample clinic only.

Answers the phone when you can't

Sage can answer missed and after hours calls, explain the basics and help callers find a suitable appointment without interrupting a session.

Looks after booking page enquiries

On your website, Sage answers common questions, checks your real diary and offers times that are genuinely available.

Helps out inside ClientWell

Ask Sage to prepare an appointment type, block out leave, or draft a rebook message or invoice. You approve important actions first.

  • No clinical advice
  • Paid appointments get a secure booking link
  • Urgent callers are directed appropriately
  • Sage never reads your session notes

Phone answering is rolling out in New Zealand first. Number availability and call allowances will vary by plan and country.

Watch 60 seconds

Meet Sage

Your receptionist, admin assistant and marketing partner, all in one calm place.

Want to see a full clinic day? Watch the practice day walkthrough.

app.clientwell.com/dashboard
Sage · Morning briefing

Morning, Robin. Three things need a moment today.

Anna's intake is complete - ready to review
Thursday 2pm slot is empty - send a rebook offer?
Draft newsletter about magnesium is 80% done

This week

18 sessions

New enquiries

6

Revenue

$2,140

Today's sessions
  • 09:00Emma L.Follow-up · 60 minConfirmed
  • 11:30James W.Initial consult · 90 minConfirmed
  • 14:00-Open slotAvailable
  • 16:00Priya S.Care plan review · 45 minConfirmed

The everyday essentials, kept together

Built for allied health professionals, natural health practitioners, coaches and small teams.

Clients, patients & enquiries

Everyone from that first enquiry to a longterm regular, in one easy list. Tags, notes, milestones.

Sessions & booking

A public booking page that syncs with Google Calendar, with 1:1 appointments, group classes, online events and attendee limits.

Intake & notes

Send an intake form, read the answers next to the booking, keep session notes in the same place.

Reminders & follow-ups

A nudge the day before. A gentle rebook after a no-show. Respectful rebook check-ins that never pester your clients. A welcome email for a new enquiry. All handled while you're in an appointment.

Invoices, receipts & GST

Invoices and receipts go out for you, overdue ones get a polite reminder, and your GST figures for myIR and a spreadsheet for your accountant are one tap away.

Email campaigns

Email everyone in your practice or a chosen group with their first name, then see who opened, who clicked and the bookings it brought in. No separate Mailchimp bill.

Take a 30-day test drive

There's more: packages, campaigns, win-back texts and ACC billing. See the full list or read how it fits your practice.

Replace your whole stack

Say goodbye to duct-taping scattered software tools together

The tools you're probably paying for right now, rolled into one calm system. Your numbers will differ. This is the entry-tier maths.

Your current stack

NZD / month
  • Timely / Cliniko

    Booking & practice management

    $65
  • SubmitKit

    ACC billing & claim tracking

    $79
  • Mailchimp

    Email marketing & newsletters

    $30
  • ActiveCampaign

    Automations & SMS follow-ups

    $75
  • Typeform / JotForm

    Intake & consent forms

    $40
  • Calendly

    Online booking links

    $20
  • Squarespace / Wix

    Practitioner website

    $35
  • Xero (invoicing side)

    Invoices, GST & payment tracking

    $35
  • Trello Premium

    Task boards & to-do lists

    $17
  • Google Workspace add-ons

    Scheduling & reminders

    $15
Total you're paying$411/mo

With ClientWell

All-in-one
  • Online booking & Google Calendar sync
  • Automated SMS + email reminders
  • ACC billing with red/green status & Sage reminders
  • DNA (no-show) win-back automations
  • Intake forms, notes & care plans
  • Campaigns & contact groups
  • Practitioner website & booking pages
  • Invoices with GST, payments & reminders
  • Tasks board that blocks time in your diary
  • One complete appointment history
You pay (Professional)$89/mo

Or start at $39/mo on Startup and step up when you need the extras. Still less than one month of the stack on the left.

Comparison based on indicative entry-tier NZD pricing for common tools used by solo and small health practices.

What makes ClientWell genuinely different

Plenty of software can hold a calendar. These are the parts that are hard to copy.

Built light, and kept that way

Older systems carry years of settings and legacy screens they can't remove. ClientWell started fresh, and every new feature has to be understood in about thirty seconds or it doesn't ship.

NZ roots, not an overseas office

We've run marketing workshops for NZ health practitioners since 2009 and built The Wellness Directory over the past 17 years. ACC record-keeping, GST and NZ phone numbers are the starting point here, not an add-on.

Sage answers the phone

Most practice software was built around forms and a receptionist typing them in. Sage picks up while you're in an appointment, answers questions and takes bookings, so a missed call doesn't become someone else's booking.

We help you move across

Bring your practice records, upcoming appointments, past notes and invoices from your old system, with help from us if you'd rather not do it alone. You can undo an import if it doesn't look right.

Half a million enquiries, and counting

Through our sister company, The Wellness Directory, we have generated over 500,000 enquiries and bookings for health practitioners, coaches and therapists across Aotearoa. Helping you manage your practice and care more effectively (while reducing admin tech-aches) after being found is the next step forward for us.

Help when you need it, without the wait

We're modernising support to save practitioners time and tech-aches so that you can do more of what you enjoy every day.

Ask Sage, any time

Instant answers at 8pm or on a Sunday morning. Sage knows your settings, diary and clients, so she can point you to the right place or do the job for you.

The ClientWell Support Team

Need a person? Send a message from the Help menu. Our NZ team replies by email, weekdays 9am to 5pm.

Short how-to guides

A handful of clear, step-by-step guides instead of a long manual, because ClientWell comes set up with sensible defaults.

Built for peace of mind

We've learnt from others' mistakes, so your practice doesn't have to

Calendar lag, split practice records and outages that freeze a whole clinic have caught out plenty of practice software. ClientWell is built to avoid them, bringing consistency and peace of mind to your practice, now and in the future.

A calendar you can trust

Bookings check real availability before they are confirmed, so your day stays accurate and two people are not sent to the same slot.

One record per person

Online bookings and intake forms match to the person already in your records, so notes and history stay together in one place.

Calm when others have a bad day

If ACC, a bank or a calendar service has an outage, your diary and notes keep working. ClientWell retries safely once the line clears.

Nothing to install

ClientWell runs in your browser on laptop, tablet or phone. Updates arrive quietly, with no downloads and no clinic PC to babysit.

Simple pricing, no surprises

Start free for 30 days with no card. Pay annually and you get two months on us.

We take 0% of what people pay you. No booking commission, unlike most of the platforms you'll compare us with.

Free

NZ$0

Free forever

For a solo practitioner trying ClientWell with a small practice.

  • 1 team member (just you)
  • Up to 5 active clients or patients
  • Public booking page
  • Email reminders
  • No Sage or texting
  • No leads inbox or reviews
See full plan

Startup

NZ$39

per month

For a solo health business getting started.

  • 1 team member (just you)
  • Up to 100 active clients or patients
  • Google Calendar sync
  • Session notes & intake forms
  • Invoices, payments & packages
  • 4-month win-back texts, from your included credits
  • ACC-ready treatment & appointment records
  • Sage Receptionist: 50 conversations/mo
  • Sage Practice Assistant: 500 messages/mo
  • Sage on your phone line: add for NZ$29/mo
See full plan

Professional

Most picked

NZ$89

per month

For practitioners who want more enquiries and more repeat bookings.

  • Up to 2 team members
  • Unlimited active clients and patients
  • Your own NZ number, answered by Sage (60 mins/mo)
  • Branded video consults
  • Site builder & marketing widgets
  • Leads inbox & Google review follow-ups
  • Reactivation texts at 4, 8 & 12 months, uncapped
  • ACC billing with red/green status and Sage reminders
  • Campaigns & automations
  • Team messages with file and record sharing
  • Sage Receptionist: 150 conversations/mo
  • Sage Practice Assistant: 2,000 messages/mo
  • The Wellness Circle included
See full plan

Team

NZ$149

per month · 3-5 practitioners

For clinics and health businesses with a small team.

  • 3-5 practitioners included. 6 to 8: NZ$199 + GST/month, then +NZ$50 per 3 more
  • Everything in Professional
  • 180 phone minutes/mo, shared across the clinic
  • Shared calendars & availability
  • Team messages & linked clinics
  • ACC totals for each practitioner
  • Team-wide reporting
  • The Wellness Circle included
  • Sage Receptionist: unlimited
  • Sage Practice Assistant: unlimited
See full plan
Take a 30-day test drive

No card, no sales call. Cancel from Settings in one click.

A note from the founder

I didn't set out to build a tech company. I set out to fix something I saw almost every day in the natural health space.

People were struggling to find the right kind of holistic care, and talented practitioners were struggling to be found online. Having worked as a holistic fitness coach and Yin breathworker, I watched good people burn out trying to manage websites, bookings and DIY marketing when they'd rather be helping clients.

ClientWell is my attempt to give that time back. The intention is simple: make the business side quieter, so you can have a greater impact on the people who need you.

We're always learning, and improving alongside real practitioners and coaches. Your feedback shapes what we create next, so please send it our way.

- Jonathan, ClientWell

Guides

Choosing your software

Plain-English reading for NZ practitioners weighing up their options.

The questions we get asked most

More detail on pricing and in the help centre.

Ready to try ClientWell?

Start a 30-day free trial, invite your team, and run your first session by the end of the day.

Take a 30-day test drive