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CRM for health, beauty and wellness

How many people ask you about a treatment and never book an appointment?

They message you on WhatsApp, Instagram and Facebook asking about prices, hours and availability, and your front desk can't keep up.
Sound familiar? Let's fix it.

Try Clientify for free

50,000+ users in 25 countries · 4.4 on Capterra

This is your front desk with Clientify: every inquiry with its channel, its owner and, when it's time, the appointment already in the calendar.

What we hear

When clinics and centers come to Clientify, they almost always tell us the same thing

Sound familiar?

01

Your front desk spends all day answering WhatsApp and booking appointments by hand

One or two people answering the same questions: prices, hours, availability. Every appointment is arranged message by message and written into the calendar by hand. Meanwhile, the phone rings and patients are waiting at the desk.

02

You pay for campaigns and only have time to answer a few

Ads bring in inquiries every day. You answer the first ones and the rest go cold before anyone looks at them.

03

WhatsApp, Instagram and Facebook, each on its own

One inquiry arrives by direct message, another on WhatsApp, another in the clinic's email. Nobody sees them all together and some never get answered.

04

Follow-up depends on someone remembering

The appointment reminder, the assessment that never turned into a treatment, the post-session message, the next check-up. All by hand, and whatever gets forgotten doesn't come back.

05

Thousands of patients in your database and no campaigns

You have years of clients who could come back. But if you send lots of messages from your WhatsApp, your number gets blocked.

06

You don't know which campaign actually brings in patients

You invest in ads, social media or an agency, but inquiries get logged in a spreadsheet with no source. At the end of the month you don't know which channel fills your calendar and which one just burns budget.

A REAL summary of what comes up most in our conversations with aesthetic and dental clinics, beauty centers, physiotherapy clinics and gyms.

How Clientify solves it

One tool to manage all your clients and contacts

Clientify doesn't replace your clinic management software or your practitioners' calendar: it handles everything that happens before and after the appointment.

And stop paying for lots of separate tools. Pay for just one from €/$39 a month.

Let's go case by case and see how we help

For «your front desk spends all day booking by hand»

An AI Agent that answers and books the appointment

It replies instantly with the information you give it: treatments, approximate prices, hours and directions. It asks the questions you choose and, if the person wants to come in, offers open slots from the calendar and books the appointment. Your front desk stays free for the people in the center.

  • Answers at any hour, including nights and weekends
  • Replies only with what you've taught it
  • Hands the conversation to a person when needed
Paula G. · Tuesday 21:47
Hi, how much is laser hair removal for legs? Do you have anything this week?21:47
AI Agent
Hi Paula! The price depends on the area and number of sessions, so we start with an assessment. Does Thursday at 18:00 or Friday at 10:30 work for you?21:47
Thursday at 18:00 is perfect21:48
AI Agent
Done. See you Thursday. We'll send you a reminder the day before.21:48
Appointment booked · Thursday 18:00 · Assessment
For «WhatsApp, Instagram and Facebook, each on its own»

All your channels in one inbox for the whole team

Connect your WhatsApp Business, Instagram, Facebook Messenger, email and website chat to Clientify. Front desk, coordinators and practitioners reply from the same place, each with their own user, using the same WhatsApp number your patients already know.

  • One WhatsApp number for the whole team
  • See what's been answered and what's still pending
  • Every message is saved in the patient's record
Team inbox
MF
Marta F. 10:42
Do you do teeth whitening? How much is it?
WhatsAppUnassigned
JC
Julián C. 10:37
I still have questions about the 10-session pack
InstagramElena
AR
Ana R. 10:21
Can I move my appointment from Monday to Wednesday?
FacebookTomás
LP
Laura P. 09:58
Writing from your website: I'd like info about pilates
Web chatCarmen
For «you pay for campaigns and only have time to answer a few»

Every inquiry from your ads has an owner from minute one

Leads from your Facebook and Instagram ads, your forms and your website's WhatsApp button flow into Clientify automatically, with their source. Clientify assigns them across your team automatically: by rotation or by the rules you set. Nobody waits for someone to «pick it up».

  • Ad leads come in without copying them by hand
  • Round-robin across available team members
  • See which inquiries are still open and who owns them
Inquiry routing
New inquiry · Sara V.
Instagram ad · Physiotherapy
Round-robin
E
ElenaFront desk
T
TomásUp next
C
CarmenCoordination
For «follow-up depends on someone remembering»

Reminders and follow-ups that go out on their own

With automations, Clientify sends WhatsApp template messages or emails based on a date in the record or the stage each patient is in: the appointment reminder, the post-session message, the next check-up notice or the follow-up on an assessment that went unanswered. And if a call is needed, it creates the task for the person in charge.

  • Appointment and check-up reminders without writing them down
  • Follow-up on unanswered assessments and quotes
  • Automatic tasks for the front desk or coordinators
Automation · Next check-up
7 days until «Next check-up»Trigger · record field
Send WhatsApp «Time for your check-up»Action · template
Wait 2 daysWait
Create task: call to bookAction · front desk
For «thousands of patients in your database and no campaigns»

WhatsApp and email campaigns to your patients, safely

Import your client base and segment it with tags and fields: treatment, center, last visit. Send email or WhatsApp campaigns with Meta-approved templates, the official way to message many people, without risking your number getting blocked.

  • Segments by treatment, center or last visit date
  • WhatsApp campaigns with official templates, plus email
  • Every reply lands in the inbox with its record
«Spring maintenance» campaign
Segment: tag «Facial» · last visit over 3 months ago
WhatsApp template
Hi Lucía. We haven't seen you at the center in a while. This season we have openings for your maintenance facial. Shall we save you a spot?Tuesday 10:00 · campaign
Yes! Do you have anything Thursday afternoon?10:14
Reply in the inbox · assigned to Elena
For «you don't know which campaign actually brings in patients»

Know where every patient comes from and where they stand

Every contact keeps its source: the ad, the form, Instagram or the website's WhatsApp. Inquiries move through a pipeline with the stages you actually use, from first inquiry to assessment, quote and treatment. Reports show which channel brings you the most patients and who on the team handles them.

  • Source of every contact, without logging it by hand
  • Quotes from your treatment catalog, sent by email
  • Reports by channel and by team member
First visitsTreatmentsNorth Center
Inquiry
Sara V.Ad
Daniel L.Facebook
Assessment
Paula G.Thursday
Quote
Marta F.Email opened
Treatment
Ricardo M.Started

Try it with your front desk and your real inquiries

Create your account and see how it works with your team.

Try Clientify for free
What people say about Clientify

Clinics and centers already working this way

At the front desk we spent all morning glued to the phone while the patient in the waiting room waited. Now the AI Agent handles prices and hours and puts the assessment in our calendar. We focus on the person in front of us.
Cristina PuigCoordinator · dental clinic, Valencia
We paid for ads and inquiries stayed on the phone of whoever was on shift. Now they come in on their own, with their source, and each one has someone in charge. And we finally know which campaign brings us patients.
Alejandro MesaDirector · physiotherapy center, Medellín
I had to remember to remind every client about their session and maintenance and, of course, I'd miss some. Now the reminder reaches them on its own and I focus on my work.
Fernanda CastilloFounder · aesthetics center, Guadalajara
FAQ

What you ask us before getting started

Does it connect with my clinic management software or booking calendar?

Clientify doesn't replace your clinic management software: anything specific to the practice stays there. Clientify takes care of lead capture, messaging and follow-up, and connects with your tools via API. Tell us which one you use and we'll walk you through the options before you start.

Are there costs on top of the subscription?

Some depend on usage. Messages sent through the official WhatsApp API are billed at Meta's rates, and the AI Agent runs on credits. We'll explain it in detail so you know exactly what you'll pay before you decide.

Could the AI Agent say something it shouldn't?

The AI Agent answers with the information you give it, and you decide which topics it covers and when it hands the conversation to someone on your team. We recommend that questions about each patient's health are always handled by a professional: the AI Agent takes care of informing, qualifying and booking.

Can I send campaigns to my patients without getting my number blocked?

Campaigns go out through the official WhatsApp API using Meta-approved templates, which is the intended way to message many people. At first, Meta limits how many messages you can send per day and raises that limit as you use the number. If someone replies, the conversation lands in your inbox.

If a patient doesn't reply within 24 hours, do I lose the conversation?

No. Once 24 hours have passed since their last message, WhatsApp only lets you write to them with an approved template. In Clientify you send it from the same conversation, and the full history stays in their record.

Right now we run everything on spreadsheets and paper. Is it hard to get started?

You can import your contacts from a spreadsheet, connect your WhatsApp and start receiving inquiries. The help center has step-by-step guides, and if you'd like us to help you get set up, just tell us and we'll explain the options.

Make sure the next person who asks about a treatment gets a reply and an appointment

Connect your channels, invite your team and see how your clinic or center works with everything in one place.

Try Clientify for free

50,000+ users in 25 countries · 4.4 on Capterra