CRM & Diary Setup

CRM & Booking System Setup

A complete setup and optimisation of your CRM and diary, so bookings, reminders and consent forms run themselves — instead of relying on someone remembering to do it manually.

What this covers

  • CRM configuration from the ground up, or optimisation of an existing setup
  • Diary structure — appointment lengths, buffer times and treatment categories
  • Service descriptions and booking settings that match what you actually offer
  • Automated appointment reminders and follow-up sequences
  • Consent and aftercare forms, configured to send automatically at the right point
  • Client journey mapping so the system supports the experience you want to deliver

Who this is for

  • Clinics setting up a CRM or booking system for the first time
  • Practices whose current system is only being used at a fraction of its capability
  • Clinics switching platforms and needing a proper migration and setup
  • Owners who know their system could do more, but don't have time to configure it
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How it works

Getting started is simple

01

Systems review

I review your current platform (or help you choose one) and how your clinic actually operates.

02

Configuration

Appointment types, reminders, forms and workflows are built and tested.

03

Handover

You get a system that runs the booking journey for you, with a walkthrough of how it works.

You might also need

Related support

Virtual Reception

Learn more →

Admin Support

Learn more →

Patient Communication

Learn more →
Questions

Frequently asked

Which CRM and booking platforms do you work with?

I work across the systems commonly used in UK aesthetics. If you're unsure whether yours is supported, ask on our discovery call.

Can you set this up if I haven't chosen a platform yet?

Yes — I can advise on suitable options for your clinic size and treatment mix, then configure the one you choose.

Will this integrate with my existing reminders and forms?

Where possible, yes. Part of the setup is making sure reminders, consent and aftercare forms trigger automatically at the right stage of the patient journey.

Let's talk about your clinic.

A relaxed, no-pressure call to see if this is the right fit.