50 Automations for Health & Wellness
Micro‑Practitioners
We’ve worked with countless small business owners to streamline their daily tasks. Below are the top five automations we implement, plus a full list of 50 options to handle everything from scheduling to payments
“Creator Project set up a 24/7 intake chatbot, digital consent forms, and automated progress check‑ins. My no‑shows dropped 40 % and I’m saving at least 6 hours a week.”
– Dr. Alex Gray, Chiropractor
5 High‑Impact Automations — All Done‑for‑You
1. 24/7 ChatGPT Chatbot
Answers insurance, pricing, and availability questions and gathers basic intake while you treat patients.
2. Self‑Service Booking + HIPAA‑Compliant Reminders
Clients pick a slot online; confirmation, 48‑hour, and same‑day reminders cut no‑shows.
3.Missed‑Call Text‑Back → Chatbot
Any unanswered or after‑hours call triggers a text that links to the bot—no new client slips away.
4.Digital Intake & Consent Forms
Clients e‑sign medical history and consent; files sync to your secure drive—zero paper shuffle.
5.Progress Check‑Ins & Re‑Booking Nudges
Automated follow‑ups track symptoms, maintain personal touchpoint and prompt the next session at the right interval.
Ready to save hours and serve more patients?
50 Automations that are working for other businesses like yours
(of course your automations will be tailored to you)
Monthly Time Saved
184 hours freed up every monthWhat an Employee Would Cost You
£2,105 /month at UK minimum wage*| Automation Name | What It Does | Time Saved /Week | Why It Matters |
|---|---|---|---|
| AI Chat & SMS Agent | Answers client questions 24/7, books sessions, sends forms. | ≈5 hrs | You stop fielding calls & DMs—agent handles it all day and night. |
| Missed‑Call Text‑Back | Instant SMS to any missed caller. | ≈2 hrs | Captures new clients while you’re in a session. |
| Self‑Service Online Booking | Clients book via live calendar link. | ≈3 hrs | No phone tag; fewer double‑bookings. |
| Booking Confirm & Reminder | Instant confirm + 24‑hr reminder. | ≈1 hr | Cuts no‑shows that wreck your schedule. |
| Client Intake Form Auto‑Send | Sends secure intake form on booking. | ≈1.5 hrs | Paperwork done before appointment. |
| Pre‑Session Checklist SMS | Reminder to bring towel, wear kit, etc. | ≈0.5 hr | Reduces forgotten items & delays. |
| After‑Session Thank‑You & Homework | Emails stretches / mindset notes. | ≈1 hr | Adds value without extra admin. |
| Progress Photo Reminder | Nudges clients to upload progress pics. | ≈0.5 hr | Keeps clients accountable, boosts results. |
| Package Balance Tracker | Alerts when sessions remaining = 1. | ≈0.5 hr | Prompts renewal before gaps appear. |
| Auto Rebook Sequence | Emails when last session used. | ≈1 hr | Maintains steady income with renewals. |
| Lapsed Client Win‑Back | Nurture email if no visit 30 days. | ≈1 hr | Brings drop‑offs back affordably. |
| Birthday Voucher Sender | Free session or discount code. | ≈0.5 hr | Client feels valued; books extra slot. |
| Referral Reward Automation | Credits both referrer & friend. | ≈0.5 hr | Generates fresh leads for peanuts. |
| Review Request | SMS link day after milestone. | ≈0.5 hr | Builds 5‑star profile effortlessly. |
| Unified Inbox | Merges calls, texts, emails, DMs. | ≈1 hr | No message lost; faster replies. |
| Social DM Auto‑Reply | Responds to IG/FB DMs off‑hours. | ≈0.5 hr | Leads not lost overnight. |
| Google Chat Auto‑Reply | Instant answer in GBP chat. | ≈0.5 hr | Hooks searchers before they call next practice. |
| Goal Reminder SMS | Weekly motivational text. | ≈0.5 hr | Boosts adherence & retention. |
| Meal Plan Delivery | Sends weekly PDF meal plan automatically. | ≈1 hr | No manual emailing of resources. |
| Wearable Data Import | Pulls FitBit/Apple data to dashboard. | ≈1 hr | See client progress without chasing them. |
| Progress Report Generator | Auto PDF of weight, photos, notes. | ≈1 hr | Professional reports in seconds. |
| Invoice Auto‑Create & Send | Generates invoice on booking. | ≈2 hrs | Faster billing, fewer errors. |
| Online Payment Link | SMS link to pay upfront. | ≈1 hr | Cash collected before session. |
| Failed Payment Retry | Retries card + SMS prompt. | ≈0.5 hr | Rescues revenue without awkward calls. |
| Accounting Sync | Push sales/expenses to Xero/QBO. | ≈1 hr | No double‑entry bookkeeping. |
| Expense Receipt Capture | Snap receipt → logs to sheet. | ≈1 hr | No shoebox at tax time. |
| Weekly KPI Email | Sessions, revenue, no‑shows. | ≈0.5 hr | Quick pulse on business health. |
| Content Drip Campaign | Auto‑send tips/blog each week. | ≈1.5 hrs | Nurtures list without writing weekly emails. |
| Ad Lead → CRM & Drip | FB/Google leads drop to pipeline. | ≈1 hr | No leads stuck in spreadsheets. |
| Cold‑Lead Reactivation | Email offer if lead silent 90 days. | ≈0.5 hr | Monetise old list easily. |
| Session Pack Balance SMS | Text when 2 sessions left. | ≈0.5 hr | Prompts purchase before lapse. |
| Group‑Class Capacity Alert | Notifies when class 90% full. | ≈0.3 hr | Add extra slot before overflow. |
| Waitlist Auto‑Fill | SMS waitlist when spot opens. | ≈0.5 hr | Keeps classes maximised. |
| Zoom Link Sender | Sends link 10 min before online session. | ≈0.5 hr | Fewer “where’s my link?” emails. |
| Digital Consent Form | E‑sign PAR‑Q/waiver pre session. | ≈0.5 hr | Compliance without paper admin. |
| Certification Expiry Alert | SMS 60‑days before cert lapses. | ≈0.3 hr | Stay legal & insured. |
| Weekly Schedule SMS to Self | 7 a.m. agenda text. | ≈0.5 hr | Plan day without opening laptop. |
| Equipment Maintenance Reminder | Tasks for kit servicing. | ≈0.3 hr | Extends equipment life. |
| Room Booking Conflict Alert | Warns if room double‑booked. | ≈0.3 hr | Avoid awkward clashes. |
| Weather‑Based Reschedule Offer | Rain forecast → offer Zoom switch. | ≈0.5 hr | Maintains attendance despite weather. |
| Allergy/Contra‑Indication Flags | Highlights client meds/notes on booking. | ≈0.3 hr | Safer sessions, no last‑minute surprises. |
| Voice‑to‑Text Session Notes | Speak notes → auto transcribe to CRM. | ≈1 hr | Detailed records without late‑night typing. |
| Auto Renew Membership Billing | Charges monthly membership. | ≈1 hr | Predictable revenue; no chasing. |
| Gift Voucher Sales & Reminder | Sells e‑vouchers, remind unredeemed. | ≈0.5 hr | Extra cash flow; prompts bookings. |
| Digital Programme Delivery | Sends PDF training plan instantly. | ≈0.5 hr | No manual email of documents. |
| Injury Pause Billing | Pauses membership until restart. | ≈0.3 hr | Easy client management, prevents churn. |
| Licence Renewal Reminder | Premises & music licences alerts. | ≈0.2 hr | Stay compliant automatically. |
| Automated Data Backup | Nightly backup of client files. | ≈0.2 hr | Peace of mind vs data loss. |
