Run your practice from one place: bookings, patient calls, reminders and invoices.
Answer every call, let patients book online, send reminders and raise invoices, from one workspace set up for how a front desk works.
The moments that fill or empty your appointment book
Here is what happens at each one when your practice runs on Automo.
- A patient calls before the front desk opens. Your practice line answers, takes their details and a callback number, and logs the call on their contact.
- A new patient wants to book after hours. They pick a time on your booking page, answer your intake questions and get a confirmation email with a calendar invite.
- Tomorrow's appointments need confirming. Each patient gets an email reminder the day before, with a link to reschedule or cancel.
- A new patient needs to complete registration. Send your registration and consent forms for e-signature and see who has signed before they arrive.
- The week's treatments need billing. Raise an invoice from each patient's record and see which ones are paid.
Questions practices ask
Is it free to start?
Yes. Start on the Free plan with the CRM, booking page, eSignature and invoicing for 1 member, with no credit card. Calls and texts come with the Starter plan.
Can I bring my patient list from another system?
Yes. Export your contacts as a CSV from your current system and import them into Automo.
Can my whole front desk use it?
Yes. The Free plan is for 1 member. When you add practitioners and reception staff, move to a paid plan and everyone works from the same contacts, calendar and pipeline.
Is my patients' data private?
Your patient 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.
