Everything your practice needs
Not a bloated CRM.
Grouped into what ClientWell can do for your health business, so you can read the section that matters the most and skip the rest.
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.
Get found and booked
Everything that turns a stranger into an appointment in your diary.
Booking page and calendar
A public booking page that syncs both ways with Google or Outlook. Session types, availability rules and recurring appointments.
Sage on reception
An AI receptionist on your booking page. She answers the usual questions, offers times that are genuinely free, books the appointment, and saves an enquiry when someone doesn't book.
Waitlist
Someone wants in sooner? Add them to the waitlist. When an appointment is cancelled, one tap fills the slot from the list instead of leaving a hole in your day.
Classes and group bookings
Set a spot limit on any appointment type. Clients join an existing class, you see who's coming, and mark attendance from the one screen.
Video consults
Mark an appointment type as online and a meeting link is created for you. Paste your own Zoom or Teams link if you'd rather. The client gets it on the confirmation and in their receipt.
Lead capture and leads inbox
Forms, popups and an exit-intent offer on your site. Every enquiry lands in one list with the page it came from, so nobody gets missed while you're with a client.
Get paid
Money in, without chasing it around a spreadsheet.
Invoices and client balance
Itemised invoices, part payments, and a running balance on every client so you can see at a glance who still owes you. One tap raises an invoice straight from a finished appointment.
Packages and pre-paid blocks
Sell a 10-session pack, invoice it in one tap, and the balance tracks itself as sessions are used.
Late cancel and no-show fees
Set your policy once. When someone doesn't show, raise the fee against their account in a click, or don't. You stay in control of the awkward conversation.
ACC ready
Claim number, provider ID and injury details on the client record, an ACC flag on the appointment, and one dashboard for everything waiting to be billed. Approved for the ACC Claims and Documents APIs, with invoices and medical certificates next.
Payments and shop
Stripe checkout with tax worked out, plus a small shop for products and digital downloads.
Look after clients
The record you actually need, and nothing you don't.
Clients and enquiries
New enquiries, active clients and archived history in one list. Tags, notes, milestones and a full timeline for each person.
Your own client fields
Add the fields your modality actually needs — a referrer, a GP name, a yes/no, a date — and they show up on the client form and the client's overview.
Session notes and intake
Note templates you can shape per appointment type, and a private intake form link you can require before the first session.
Rebook card
Finish an appointment and a card pops up with urgent notes, sessions left, ACC status and anything owing. One tap books the same slot next week, fortnight or month.
Care plans and programs
Multi-milestone plans for longer-term care. Tick milestones off as you go.
Keep clients coming back
The quiet clients are where most practices lose money.
Client re-activation texts
We text quiet clients at 4, 8 and 12 months with wording written for your modality, and stop the second they reply or book. Off by default, weekdays only, every message editable.
Reviews and Google nudges
After a session your client gets a short review request. Happy ones get nudged to post on Google. Quieter feedback stays private with you, and nothing goes on your website without consent.
Automations
A gentle re-book after a no-show. A welcome email for a new enquiry. A nudge when a plan is complete.
Newsletters and client groups
Save a filter over your clients, see a live count, and send a targeted email or text to just that group. Cap protection so you never accidentally spam your list.
Work with your team
For clinics, receptionists, and anyone running two sites.
Team messages
Direct messages, group threads, and a way to send a client or an appointment straight into the chat so everyone's looking at the same thing. Files attach too, and a message can be saved onto the client's record as a note.
Linked clinics
Run two sites? Link the workspaces you own so your receptionists can talk to each other and to you. Messages cross between clinics, client records don't.
See what's working
One page that tells you where the money and the bookings come from.
One-page report
Money paid and still owing, rebooking rate, no-shows, new clients, and where your enquiries came from — over 30, 90 or 365 days. No dashboard-building required.
Your website is yours
Export your whole site as real HTML, CSS and images and host it anywhere. No lock-in, no hostage situation if you ever move on.
Website builder
Here's a real site built with the editor
Willow Lane Wellness is a made-up Wellington practice, but the site is the genuine article: four pages, treatments and prices, an enquiry form, and a working booking page. No code, no designer. You can build the same thing in an afternoon.
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.
Get 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 Sage