Roadmap
What ClientWell does today, and what's coming next
We build in the open. Vote on the features you want next. The ones with the most member votes get built first.
Sage does this today
Available in every ClientWell workspace right now.
Client care & notes
Clients, appointments, session notes, intake forms.
0Booking page & reminders
Self-booking, calendar sync, email + SMS reminders.
0Sage AI assistant
Morning briefing, nudges, drafting help across the app.
0Newsletters & care pathways
Drafts, sends, and event-based follow-ups.
0Website builder
Simple pages for your practice with lead capture.
0Stripe payments
Take deposits and one-off payments at booking.
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Coming next — vote to prioritise
On the near-term roadmap. Your votes decide what we ship first.
Client programs, courses & memberships
Deliver online programs, short courses, and paid memberships to your clients — content, resources, group calls, and a private login area, all inside ClientWell.
Social media promos
Sage drafts posts from your promo ideas, then one-tap copy or schedule to Instagram, Facebook, and LinkedIn — with a lightweight content calendar in ClientWell.
Package purchases & subscriptions
Sell multi-session packs and recurring memberships alongside single bookings.
Deeper revenue insights
Show what's actually moving enquiry → booked → paid → retained in your practice.
Later — vote to move it up
Deliberately deferred. Enough votes and we'll bring one forward.
ACC integration for NZ providers
ACC invoicing first — send invoice schedules straight from ClientWell. Claim forms and claim status to follow in a later phase.
Video / Reels / TikTok posting
Once the basics of social are proven.
Paid ads & analytics
Real-time engagement and boosted-post reporting.
DM & comment automation
Only if practitioners tell us they want it.
Compliance & security certifications
SOC 2 / ISO 27001 readiness via automation tools like Vanta when larger clinics, enterprise partners, or international expansion require formal security reports.
Have a different request?
Can't see the feature you want? Tell us. If enough practitioners ask, it goes on the roadmap.