Patient enquiries
Every call, WhatsApp and web enquiry tracked from first contact to first visit.
Coming soon · early access open
Clinic CRM
The front desk that never forgets a patient.
Turn enquiries into booked appointments, follow treatment plans to completion, and bring patients back on time, with automation handling reminders, no-shows and recalls.
What's included
The full core CRM, plus what clinic teams use.
Appointments
Bookings by practitioner and treatment, with durations filled in for you.
Treatment plans
Numbered plans with sessions, quote, discount and balance.
Payments & receipts
Numbered receipts, with each plan's balance kept up to date.
Recalls
Next check-up dates set from the treatment, with reminders when they're due.
No-shows & reviews
Rebook tasks after a no-show and review requests after a visit.
Automations
Follow-up that happens on its own.
Examples of workflows we set up for clinic teams. Every one can be adjusted to your process.
⚡ Patient misses an appointment
No-show counted and a rebook task createdAutomated
No-show counted and a rebook task createdAutomated
⚡ Treatment completed
Recall date set from the treatmentAutomated
Recall date set from the treatmentAutomated
⚡ Appointment tomorrow
Reminder task for the front deskAutomated
Reminder task for the front deskAutomated
Who it's for
- Dental clinics
- Skin, aesthetic and hair clinics
- Physiotherapy and wellness centres
- Eye, fertility and specialist clinics
Why teams choose SalesKnot
- One price per user, everything included
- Workflows and AI agents in every seat
- Set up, imported and supported for you
- Your data, exportable any time
Questions
Clinic CRM questions
A clinic CRM runs the front office: enquiries, appointments, treatment plans, payments and recalls, so more enquiries become patients and patients come back on time.
No. The Clinic edition is for the front office and patient relationships only. Clinical notes and medical records stay in your clinical system.
It is coming soon. You can start on the standard SalesKnot CRM today, and we'll move you onto the edition when it launches.
Get early access to
Clinic.
Start on the core CRM today and we'll shape your workspace for your industry, then move you onto the edition when it launches.