GHL CRM Setup and Automation
Pipelines, workflows, follow-up sequences and reporting built around how your team actually sells.
Learn moreA new patient calls at 12:40 while the front desk is checking someone out, gets voicemail, and books with the office down the road. We set up GoHighLevel so every missed call gets a text back in seconds, reminders keep the chair full, and overdue patients hear from you before they forget your name.
Dental offices and orthodontic practices that want every missed call texted back in seconds, new patients booked online, reminders that keep the chair full, overdue patients recalled and a review ask after every visit.
Inside: a 8-stage pipeline and 7 workflows (Missed call text back, New patient booking, Reminders, Waitlist fills, Recall, Treatment plan follow-up, Review requests), plus forms, a booking calendar and a review request.
From $297. Install it yourself, have us install it, or have us tailor it with a website.
See the snapshot and optionsPipelines, workflows, follow-up sequences and reporting built around how your team actually sells.
Learn moreAI agents that answer calls, qualify leads, book appointments and hand off to humans inside GHL.
Learn moreReminders that fire once, from the business number, at the right time.
Learn moreNo. Your practice software keeps the charts, the schedule, insurance and billing. GoHighLevel handles the conversations around it: the missed calls, online booking requests, reminders, recall and reviews. Where your software can export patients or send appointment data, the two can be connected so reminders run from the real schedule.
The messages stay to scheduling and reminders, nothing clinical, and GoHighLevel offers a HIPAA plan with a signed BAA when you want intake forms or messages that carry health information. We set it up either way and tell you which one you need.
A reminder two days out with one-tap confirm, one the morning of, and a waitlist that fills cancellations is the setup most offices use to get no-shows down to a few a week. Your own numbers show in the reporting after the first month.
Yes. Patients past their recall date get a text with the booking link, then a second nudge a few weeks later, and a stop after that so it never nags. Offices usually see the biggest jump in the first month, when the backlog gets worked.
Only patients who said yes to texts, at check-in, on the website or by texting a keyword. The snapshot keeps the consent record, and every text has a way to stop. Everyone else gets email.
A 30-minute call is enough to tell you what we would do first and what it would cost.
No pitch deck. We look at your current setup and tell you what we would do and what it would cost.Need more than GoHighLevel? Yotomations, our parent company, also builds AI agents, custom software and websites.