Run your practice from one place: clients, sessions, intake forms and invoices.

The moments between sessions that keep your calendar full

Here is what happens at each one when your practice runs on Automo.

• A new client finds you and wants to book. They choose a time on your booking page and answer your intake questions, and the booking lands on their contact.
• A new client needs to complete intake before their first session. Send your intake and consent form for e-signature and see who has signed before they arrive.
• You want to focus on the client, not your notes. With the client's consent, Clinic Mode records and transcribes the session, split per client.
• A client calls while you are with someone else. Your practice line takes a message and logs the call on their contact, ready for you between sessions.
• The week's sessions need billing. Raise an invoice from each client's record, or set up recurring invoices for a course of sessions.

Questions therapists ask

Is it free to start?

Yes. Start on the Free plan with the booking page, CRM, eSignature and invoicing for 1 member, with no credit card. Calls and texts come with the Starter plan.

Do clients have to agree before a session is recorded?

Clinic Mode can ask for and log consent before it records.

Can I bring my client list from another system?

Yes. Export your clients as a CSV from your current system and import them into Automo.

Is my clients' information private?

Your client contacts, bookings and documents live in your own workspace. Only the people you invite can see them, and you choose what each teammate can access.