Examples of Automations I Can Build
Result: Every client feels like your only client, with personalized service that builds long-term loyalty.
Automated system that tracks client preferences, service history, and communication patterns to deliver personalised experiences. Plus, built-in privacy-focused AI assistant that instantly answers any questions about clients - "When was Sarah's last botox?" or "What's John's preferred appointment time?" - while keeping all personal information secure and confidential.
Intelligent Client Relationship Manager
Result: Grow your business 3x without hiring multiple admin staff members - one person can now handle what used to require a whole team.
Automated workflows that handle increased client volume without proportional staff increases through intelligent task distribution. When bookings triple, the system automatically assigns overflow appointments to available time slots, routes complex inquiries to senior staff, and handles routine confirmations and reminders through automated sequences.
Result: Complete client history at your fingertips - no more lost intake forms or missing treatment notes.
Automated data collection that captures client information from first inquiry through service delivery and stores everything in one organised system. When a client fills out an intake form, the system automatically saves their contact details to your CRM, medical history to treatment records, preferences to your booking system, and billing info to your payment processor.
Client Information Manager
Result: No more switching between 5+ different platforms - everything flows automatically from lead to loyal client.
Integration system that connects your CRM, booking platform, payment processor, and communication tools into one seamless workflow. When a client books an appointment, the system automatically creates their profile in your CRM, sends payment reminders, updates staff schedules, and triggers personalised follow-up email/sms sequences - all without touching multiple platforms.
Integration of All Systems in a Single Workflow
Result: Your team saves 15+ hours per week on routine tasks while maintaining the personal touch where it matters most.
AI assistant handles routine rescheduling requests and booking questions via chat, automatically updating your calendar and sending confirmations. Meanwhile, your staff receives intelligent alerts about clients with special requests or complex situations that need personal attention.
Client Data Scattered Everywhere