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Templates/Health & wellness practices
For clinics, practices, salons and studios

A full schedule, fewer no-shows, patients who come back.

Booking, reminders, intake, recalls, memberships and the books in one system — built around how your practice actually runs its day, and yours to keep. One fee, once. No monthly platform bill, ever.

Health & wellness practices — the working demo system Open the live demo
What a practice rents today $320–$1,610/mo Practice management, reminders, online intake, recall, website, accounting
What this costs $5,000–$10,000 once One fee, and then nothing
or $625/mo for 12 months at 0%
Pays for itself in 11 months For a practice paying $700 a month today. After that it costs you nothing at all.
What you rent today A single-practitioner clinic sits at the low end; a multi-chair practice with a front desk at the high end.
Practice management & booking Jane, Mindbody, Cliniko, Zenoti $70–$400/mo
Reminders & two-way texting Weave, Podium, Twilio $80–$350/mo
Online intake & consent forms Jotform, IntakeQ $25–$120/mo
Recall & marketing email Mailchimp, Klaviyo, Solutionreach $40–$250/mo
Website & hosting Squarespace, a WordPress host $25–$90/mo
Accounting QuickBooks + a bookkeeper $80–$400/mo
$320–$1,610/mo — adding up the six above, every month, forever
What replaces it One system. Yours. $0/mo One fee to build it. Then nothing, for as long as you use it.
Why it is not a template

The only thing you sell is the schedule.

A gap at two o'clock is revenue that cannot be recovered later, and every practice loses it differently — no-shows in one, recalls nobody sent in another, a waitlist that exists only as a stack of notes at the front desk. Off-the-shelf booking software treats all three as the same problem, which is why practices end up running their real cancellation policy manually, on top of the software they pay for.

We build to your day: your practitioners, your service durations, your deposit rules, your recall intervals. The schedule defends itself.

Five years renting$42,000 Owning it once$7,500 You keep $34,500 At $700 a month, which is what a practice this size usually pays today. In year six you are still paying nothing.
Straight answers

The four questions everyone asks us.

“Is it actually cheaper?”

Inside 11 months, yes — and it keeps being cheaper every year after. A practice paying $700 a month for the tools above spends $42,000 over five years. Owning the same thing costs $7,500 once.

Two recovered no-shows a week is usually a larger number than the software bill ever was.

“What about the bookkeeping?”

Visits, memberships, packages and deposits post to the books as they happen, against a chart of accounts built for a practice. Prepaid packages are carried as deferred revenue and drawn down as they are used, so a good month is not overstated.

Production per practitioner and revenue per hour are live numbers rather than a month-end exercise.

“Will it fit how we run?”

That is the whole point. Your practitioners, your service list and durations, your deposit and cancellation policy, your recall intervals, your intake questions. We build to your day rather than to a national platform's idea of one.

If you need something no software has, we build it. It is yours.

“What about patient data and privacy?”

Patient data is handled under the rules that apply where you practise — HIPAA in the United States, PIPEDA and provincial law in Canada. We scope what the system stores and what it deliberately does not, and where an EMR must remain the record of care, we connect to it rather than replace it.

It lives on your own hosting, under your control, not a vendor's.

How the work moves

Your pipeline, on one board.

Every record moves through these stages and the system knows what should happen at each one. Stage names and rules are changed to match how you talk about the work.

Inquiry→Booked→Confirmed→Seen→Treatment plan→Recall due→Rebooked

Online booking & intake

Real availability by practitioner and service, with intake forms and consent completed before arrival.

Reminders & confirmations

Email and SMS at the intervals that actually reduce no-shows, with one-tap confirm or reschedule.

No-show deposits & policy

Card on file and a stated policy on the slots you cannot afford to lose.

Recall & reactivation

Six-month cleanings, annual checks, lapsed patients — the recall list runs itself instead of living in someone's memory.

Waitlist auto-fill

A cancellation texts the waitlist and fills the slot before you notice it opened.

Memberships & packages

Monthly memberships, session packs and prepaid plans, with balances visible at the front desk.

And Treatment plans & follow-through · Practitioner performance · Insurance & receipts · Referral program · Chair / room utilization · Reputation engine

Patient data is handled under the privacy rules that apply where you practise — HIPAA in the United States, PIPEDA and provincial law in Canada. We scope what the system stores, and what it deliberately does not.

Automatic

What happens without anyone touching it.

Booking → confirmation, intake forms, and reminders at 72h and 24h
Cancellation → waitlist notified in order until the slot fills
Visit complete → receipt, rebooking prompt, review request
Recall due → invitation, reminder, then a call task if unbooked
No visit in twelve months → reactivation offer
Membership renewal or expiry → notice before it lapses
Connects to
Measured

The numbers you get to watch.

MeasureRead as
Chair or room utilizationThe real capacity number
No-show and cancellation rateBefore and after deposits
Rebooking ratePatients leaving with the next visit booked
Patient lifetime valueBy acquisition source
All of it reports into one dashboard alongside revenue, margin and cash — and it agrees with the books, because the books are part of the same system.
See it

Click through it before you talk to anyone.

A working system for an invented practice, on invented but consistent numbers. Open the pipeline, the jobs, the invoices, the reports — all of it responds.

The website, the Google Ads, the local SEO and the bookkeeping can be part of the same engagement — see what that includes.

Start here

Tell us how your business runs.

One free hour, no obligation, and you keep the written plan either way. We reply within one business day.

Optional — it makes the first call more useful
What are you running on today? Tick as many as apply

We reply within one business day. Your details go to us and nobody else.

Questions we get asked
We already use Jane or Mindbody. Why change?
If it fits, keep it — and in clinical settings we often leave the practice-management system exactly where it is and build around it. What we replace is the texting tool, the forms tool, the recall tool and the marketing tool bolted to its sides.
Will it replace our EMR?
Usually not, and we will say so plainly. Where an EMR is the legal record of care it stays, and the system connects to it for scheduling, billing and communication. Replacing it is a different and much larger conversation.
What happens to our existing patients and appointments?
We migrate patients, appointment history, balances, packages and recall dates, and reconcile the counts against what you had. Nothing goes live until it matches.
Our front desk is busy. How disruptive is this?
The old and new run side by side for the first week, and training is part of the build. Front-desk staff usually take to it quickly because it removes the three tools they were switching between all day.
Can it take deposits and enforce a cancellation policy?
Yes — card on file, a stated policy, and the rule applied automatically on the slots you choose. This is the single change that moves the no-show number most.
What does it cost?
A one-time build between $5,000 and $10,000 depending on scope, quoted after a free hour. No per-practitioner pricing — add chairs without the bill moving.