
Finally, your entire health business in one easy quiet tab.
Booking, intake, notes and follow-ups — with Sage, your AI receptionist, answering enquiries while you work.
No card, no sales call. Your booking link goes live in under 5 minutes. See what's inside.
Morning, Robin. Three things need a moment today.
This week
18 sessions
Enquiries
6 new
Income
$2,140
- 09:00Emma L.Follow-upConfirmed
- 11:30James W.Initial consultConfirmed
- 14:00Open slotRe-book?Available
Everything sorted.
Bookings to billing.
From initial enquiry to repeat clients
One calm workflow. Zero lost emails, zero spreadsheet juggling, zero follow-up guilt.
Enquiry
A prospect finds your website and reaches out or Sage captures their details while you're with a client.
Booked
Prospect picks a time that works, fills out your intake form, and lands in your calendar with everything attached.
Paid
Stripe checks them out, GST is handled, and the payment is recorded next to their booking.
Repeat Business
Automated follow-ups, custom plans, and gentle nudges keep them coming back - without the usual admin chase.
Morning, Robin. Three things need a moment today.
This week
18 sessions
New enquiries
6
Revenue
$2,140
- 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
Everything your health business needs to thrive in 2026 & Beyond...
Built for solo practitioners, therapists, coaches and small teams. Not a bloated CRM.
Clients & enquiries
Everyone from that initial enquiry to a longterm regular client, in one easy list. Tags, notes, milestones - wave goodbye to repetitive and arduous admin.
Sessions & booking
A public booking page that syncs with Google Calendar, with Sage on reception to answer questions and book in your future clients.
Intake & notes
Send an intake form, read the answers next to the booking, keep session notes in the same place.
Packages & plans
Sell packages of sessions and run multi-milestone custom plans - without a spreadsheet.
Automations
A friendly nudge the day before. A gentle rebook after a no-show. A welcome email for a new enquiry; all automated to free up your time during a busy client day.
Newsletters
Quickly send a targeted email or SMS to any group of clients you wish to contact.
Win back quiet clients
The biggest hole in most practices is the client who just drifted off. ClientWell texts them at 4, 8 and 12 months in your own voice, and stops the moment they reply or book.
Built for ACC work
Claim numbers, provider ID and injury details sit on the client record, ACC appointments are flagged, and one dashboard shows what's still to be billed. Claims and Documents APIs approved; invoices and certificates next.
Sage answers questions and manages your booking page while you're with a client.
Turn your public booking page into a conversation. Sage greets your web visitors, answers the usual questions, offers times that are genuinely free, and books them in - all complete before you finish your last client session.
Answers your prospects at 9pm on a Sunday
Most enquiries land when you're out of practice hours. Sage replies in seconds, in your timezone and your desired tone.
Books available slots only - zero guesswork
Sage scans your availability precisely, then rechecks the slot before confirmation to prevent double bookings and the usual admin hassle.
Captures your prospects who don't book
Wrong time, unsure or a question Sage can't answer? Prospect is saved as an active lead with the full conversation attached.
Zero phone tag, zero forms to fight
A conversation, not a booking grid. Unsure first-timers ask their question and end up with a time.
One switch to turn on, one switch to turn off. Sage never books a slot you haven't made available, and never gives out clinical advice.
Sage
Reception · replies instantly
Sorry to hear about your back. Three evening openings left this week:
Initial consult, 45 min · NZ$120
Booked — Thu 5:45pm ✓
Confirmation and intake form sent to your email. It's in the practice calendar and Robin's been notified.
Sage drafts. You decide.
Sage handles the admin you've been meaning to do since March. She writes the message, spots the empty Tuesday, drafts the newsletter. You approve with one tap.
Does Sage read my notes?
No. Sage never touches session notes. Nothing reaches a client without your one-tap approval, and your data is never used to train anyone else's model. Your workspace is covered by the NZ Privacy Act 2020 and the Health Information Privacy Code.
Sage
Your AI assistant
Here's a warm, low-pressure draft:
"Hi {first_name} — it's been a little while. If your body's been asking for a reset, I've got space this week. No pressure — just here when you're ready. — Robin"
Works your reception desk
On your public booking page, Sage answers questions, offers times that are actually free, and books the appointment in — 24 hours a day.
Enquiries turn into appointments while you're mid-session.
Replies to new enquiries
Sage answers first-touch questions, offers booking times, and tags the enquiry before it goes cold.
No more enquiries lost in your inbox.
Collects testimonials
After a great session, Sage asks the client for feedback and prepares it for one-click publish. Off by default for counselling workspaces, where soliciting testimonials isn't appropriate.
Builds social proof without the awkward ask.
Writes your website copy
Tell Sage your modality and a few bullets. She drafts a full first page in your voice.
Launch a site in hours, not months.
Recovers no-shows
Sage sends a warm re-book link the same hour, so the gap has a chance of being filled.
So a missed Tuesday doesn't have to stay empty.
Drafts newsletters
One line like “Write about magnesium” gives you a segmented, scheduled email draft.
Stay top of mind without the blank-page struggle.
Fills empty slots
Sage spots a quiet day and drafts a re-book offer to the right clients — the ones you haven't seen in a while.
Fewer slow afternoons. Steadier income.
Keeps you found on Google
Local SEO, schema markup, and Google Business updates are kept current in the background.
New clients discover you while you work.
Delivers your morning briefing
Each day starts with a short, actionable list: what needs attention, what Sage can do, and one-tap approval.
Run your business from a single glance.
Sage is included on every ClientWell plan.
Meet SageGet your evenings back.
Every practitioner has the same list of small jobs that never quite get done. Sage does them quietly, in the background, in your voice.
Spot the email 3 days later, apologise, hope they still want to book.
15 min · often too late
Sage replies within minutes, offers times, tags the enquiry.
0 min · instant
Mean to ask, forget, cringe when you finally do 2 months later.
Never happens
Sage asks after a great session, one-click publish to your site.
0 min · automatic
Stare at a blank page. Copy a competitor. Give up. Try Canva.
6+ hours
Tell Sage your modality — get a full first draft in your voice.
3 min
Notice at the end of the day. Draft an awkward message. Never send.
10 min · lost revenue
Sage sends a warm re-book link the same hour.
0 min · automatic
Open Mailchimp. Wrestle with templates. Close Mailchimp.
2+ hours
"Write a newsletter about magnesium" — drafted, segmented, scheduled.
5 min
Watch Tuesday afternoons stay empty. Post on Instagram. Nothing.
Lost income
Sage spots the gap and drafts a targeted offer to clients you haven't seen in a while.
1 min to approve
Read an SEO blog. Feel overwhelmed. Do nothing.
Never happens
Sage handles local SEO, schema, and Google Business sync in the background.
0 min · always on
Included on every ClientWell plan.
Meet SageOne workspace instead of seven noisy tabs
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- $65
Timely / Cliniko
Booking & practice management
- $30
Mailchimp
Email marketing & newsletters
- $75
ActiveCampaign
Automations & SMS follow-ups
- $40
Typeform / JotForm
Intake & consent forms
- $20
Calendly
Online booking links
- $35
Squarespace / Wix
Practitioner website
- $15
Google Workspace add-ons
Scheduling & reminders
With ClientWell
All-in-one- Online booking & Google Calendar sync
- Automated SMS + email reminders
- DNA (no-show) win-back automations
- Intake forms, notes & care plans
- Newsletters & client segments
- Practitioner website & booking pages
- One unified client timeline
You save
$241/mo
≈ $2,892 saved every year
Plus what SMS reminders quietly recover
Automated SMS reminders typically cut no-shows by around 30%. At 4 no-shows a week at $120 each, that's $1,920 a month back in your calendar. Your numbers will differ, but the pattern rarely does.
Comparison based on indicative entry-tier NZD pricing for common tools used by solo and small health practices.
Only in ClientWell
The bits other practice software leaves out
Most systems handle the diary and the notes well enough. Almost none of them help you find the next client, or keep the ones who quietly stopped coming. That's the part we built first.
Sage on reception
Your booking page answers questions and books people in while you're with a client. Most practice software just shows a calendar and waits.
A real website, not a booking link
Pages, your shop, your booking page, all editable by you. Plus a free-forever listing in our directory, even if you never pay us a cent.
Lead capture and a leads inbox
Enquiry forms, quiz-style widgets and pop-ups that feed one list. You can see who asked, what they asked, and turn them into a client in a click.
Reviews with Google nudges
Ask for feedback after a good session, catch the unhappy ones privately, and send the happy ones straight to your Google listing.
Win-back texts
The quiet client who drifted off gets a short text at 4, 8 and 12 months in your own words. It stops the moment they reply or book.
Newsletters built in
Email or text any group of clients without paying for a separate mailing tool or exporting a CSV to somewhere else.
Proper team chat
Direct messages, group threads and shared files between practitioners and reception, including across two clinics. Not a noticeboard.
Your website leaves with you
If you ever stop paying, you can export your site as plain files and host it anywhere. No hostage-taking.
Simple pricing, no surprises
Start free for 14 days with no card. Pay annually and you get two months on us.
We take 0% of what your clients 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.
- Up to 5 active clients
- Public booking page
- Email reminders
- No Sage or texting
- No leads inbox or reviews
Startup
NZ$39
per month
For a solo health business getting started.
- Up to 100 active clients
- Google Calendar sync
- Session notes & intake forms
- Review requests after each session
- 4-month win-back texts, from your included credits
- ACC-ready client & appointment records
- Sage Receptionist: 50 conversations/mo
- The Wellness Circle: add NZ$33/mo
Professional
Most pickedNZ$79
per month
For practitioners who want more enquiries and more repeat bookings.
- Unlimited active clients
- Site builder & marketing widgets
- Leads inbox & Google review follow-ups
- Re-activation texts at 4, 8 & 12 months, uncapped
- ACC billing dashboard
- Newsletters & automations
- Team messages with file and client sharing
- Sage Receptionist: 150 conversations/mo
- The Wellness Circle included
Team
NZ$59
per seat / month · 2 seat minimum
For clinics and health businesses with a small team.
- Everything in Professional
- Shared calendars & availability
- Team messages & linked clinics
- Team-wide reporting
- The Wellness Circle included
- Sage Receptionist: unlimited
No card, no sales call. Cancel from Settings in one click.
Join the movement
A growing group of New Zealand practitioners running their whole business from one quiet tab. Come and help shape it.
Built with practitioners, not for them
ClientWell started in a real clinic, with real no-shows and real 9pm admin. Every screen has been shaped by massage therapists, physios and naturopaths telling us what actually gets in their way.
You get a say in what we build next
Members can send an idea from inside the app and vote on what matters most. The roadmap is public, and the things practitioners ask for most often are the things we build first.
A community of NZ health businesses
Swap what's working with other solo and small-practice owners around the country — pricing, rebooking, follow-ups, and the awkward bits nobody puts on their website.
A note from the founder
Hi, I'm Jonathan.
I started ClientWell after watching too many skilled practitioners lose their evenings to software that was supposed to help them. As a past Executive Board Member of NHPNZ, I kept seeing the same thing: five or six tabs open, notes written on phones, bookings double-handled. The admin was quietly eating into the care.
ClientWell is my attempt to give that time back. We're still small, still learning, and building this alongside real practitioners. If something feels off, I want to hear about it.
— Jonathan, ClientWell
Get early-access pricing
Drop your email and we'll lock in your discount when you're ready to start.
Who's behind ClientWell
Built in New Zealand by Jonathan Lee, after years of watching good practitioners lose evenings to admin and five separate tools that never talked to each other.
Read our story2% of revenue goes to charity
Every subscription sends 2% of what we earn to World Vision New Zealand. No opt-in, no marketing campaign attached to it. It just happens.
See how it worksReady to try ClientWell?
Start a 14-day free trial, invite your team, and run your first session by the end of the day.
Start your 14-day trial