For solo and small clinics

Built around how you already work

You didn't train for years to spend your evenings on admin. ClientWell takes the booking, reminders, notes, invoices and follow-ups off your plate so the practice keeps ticking while you're in the room with someone. For allied health professionals, natural health practitioners and coaches caring for clients and patients.

Take a 30-day test drive Take a live demo

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

A day in your practice

Nothing here asks you to change how you work. It just fills the gaps you can't get to while you're in an appointment.

Before your first appointment

Sage gives you a short briefing: who's coming in, whose intake form is done, which slot is still open. No inbox archaeology.

Between appointments

Someone messages your booking page while you're in the room. Sage answers, checks your real availability and books them in. Reminders and confirmations go out on their own.

After your last session

Notes are already next to the booking. Invoices are sent or marked paid. The rebook nudge for tomorrow's no-show is waiting for you to approve it.

Who it's for

Whatever your modality, the same workspace flexes to fit it.

Therapists & counsellors

Private session notes, secure intake before the first appointment, and a booking page that doesn't feel clinical.

Coaches

Sell blocks of sessions, run multi-milestone plans, and keep check-ins going between meetings without chasing.

Bodyworkers & massage

Fast rebooking, client history at a glance, deposits and late-cancel fees so your table doesn't sit empty.

Naturopaths & nutritionists

Your own intake questions, protocols that live on the client record, and campaigns to a group you choose.

Physio & rehab

Claim number, provider ID and injury details on the patient record, ACC appointments flagged, and one view of what's still to bill.

Studios & group classes

Classes with seat limits, each person pays for their own spot, everyone lands in the one class in your diary.

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.

Campaigns 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.

Take a 30-day test drive

Meet Sage - your ClientWell AI Assistant

Get your evenings back.

Every practitioner has the same list of small jobs that never quite get done. Sage prepares the work, then lets you check the important details before she acts.

The task

The old way

With Sage

Setting up a group class

Work through the settings, then check the price, spot limit and booking link yourself.

Several screens

Tell Sage the class details, review one card, then press Create it.

A few clear steps

Chasing testimonials

Mean to ask, forget, cringe when you finally do 2 months later.

Never happens

Sage prepares the right review request. You read it, then press Send it.

One review, one tap

Blocking out leave

Open the calendar, find the date and add the block by hand.

Another small admin job

Tell Sage, “Block next Tuesday afternoon.” Check the details and approve.

One request

No-show recovery

Notice at the end of the day. Draft an awkward message. Never send.

10 min · lost revenue

Sage prepares a friendly message with the right booking link. You approve before it goes.

One tap to send

Sending an invoice

Find the record, check the balance, open the invoice and copy the payment details.

Easy to put off

Name the person. Sage finds what they owe and shows you the email before it sends.

One check, then send

What comes next

Finish one job, then remember the follow-up days later.

Often forgotten

After Sage creates a class, she offers to draft the class announcement next.

Right job, right moment

Keeping control

Wonder whether an automated tool has changed or sent something you didn't mean to.

Hard to trust

Sage shows you every important change, charge and message before it happens.

You make the final call

Setting up a group class

Old way

Work through the settings, then check the price, spot limit and booking link yourself.

Several screens

With Sage

Tell Sage the class details, review one card, then press Create it.

A few clear steps

Chasing testimonials

Old way

Mean to ask, forget, cringe when you finally do 2 months later.

Never happens

With Sage

Sage prepares the right review request. You read it, then press Send it.

One review, one tap

Blocking out leave

Old way

Open the calendar, find the date and add the block by hand.

Another small admin job

With Sage

Tell Sage, “Block next Tuesday afternoon.” Check the details and approve.

One request

No-show recovery

Old way

Notice at the end of the day. Draft an awkward message. Never send.

10 min · lost revenue

With Sage

Sage prepares a friendly message with the right booking link. You approve before it goes.

One tap to send

Sending an invoice

Old way

Find the record, check the balance, open the invoice and copy the payment details.

Easy to put off

With Sage

Name the person. Sage finds what they owe and shows you the email before it sends.

One check, then send

What comes next

Old way

Finish one job, then remember the follow-up days later.

Often forgotten

With Sage

After Sage creates a class, she offers to draft the class announcement next.

Right job, right moment

Keeping control

Old way

Wonder whether an automated tool has changed or sent something you didn't mean to.

Hard to trust

With Sage

Sage shows you every important change, charge and message before it happens.

You make the final call

Included on every paid ClientWell plan.

Meet Sage

The things practitioners ask us about most

Straight answers, including where it doesn't do everything yet.

People who quietly drifted off

ClientWell can text them at 4, 8 and 12 months in your own words, and stops the second they reply or book. Honest caveat: it only works if you have a mobile number on file, and some people won't answer no matter how kind the message is.

ACC work

Claim details sit on the patient record, ACC appointments are flagged, and one dashboard shows what's still to be billed. Claims and Documents APIs are approved; invoices and certificates are next in the queue with ACC.

Packages and prepaid blocks

Sell six sessions up front, and the balance ticks down as they come in. No spreadsheet, no guessing who has two left.

Campaigns and one-off sends

Pick a group of people, write once, send by email or text. Unsubscribes are handled for you.

See everything ClientWell does

Moving across

What the first week actually looks like.

Day one

Sign up with an email, answer a few questions, and your booking link is live. Most people get there in under five minutes.

Your first week

Bring your practice records in from a spreadsheet or CSV. Connect Google Calendar so your existing commitments block out automatically.

What we can't bring across

Historic notes from another system usually have to be exported as files and attached to the right person's record. We'll tell you straight if something won't move cleanly rather than promise it will.