CRM for Clinics, Allied Health & Wellness Practices | IN ONE CRM
IN ONE CRM for clinics & wellness

Bookings, Care Plans & Aftercare
in One System.

IN ONE connects online bookings, WhatsApp reminders, treatment plans and aftercare in a single CRM – so your team spends more time with patients, and less time chasing no-shows and loose notes.

Reduce No-Shows in Your Practice
See how a full clinic day – bookings, reminders, visits and follow-ups – flows through one shared system.
Fewer missed appointments
Cleaner patient timelines
Calmer front desk teams
Medical & allied health
GPs, physio, chiro, psychology, occupational therapy and other allied health teams who need clean schedules, reminders and patient journeys.
Wellness & lifestyle
Aesthetics, wellness centres, nutrition coaching and alternative therapies where packages, memberships and renewals matter.
Multi-branch providers
Clinics and networks with more than one location who want standardised workflows, but local teams that can still move fast.
Bookings & reminders

Online bookings that flow straight into your real schedule.

IN ONE helps you move from ad-hoc calls and messages to a calm, centralised booking flow – without losing the personal touch your patients expect.

Patients can book from your website, WhatsApp or phone-in, and your front desk sees one joined-up calendar instead of juggling sticky notes and inboxes.

  • Online booking forms that match your real appointment types and rules.
  • Automatic WhatsApp and email confirmations branded in your practice voice.
  • Smart reminder sequences (24 hours, 2 hours, follow-ups for unconfirmed slots).
  • Clear flags for “first visit”, “forms outstanding” or “special instructions”.

You decide how much to automate – from “just reminders” through to full digital intake – and we build the workflow with you inside IN ONE.

No-show reduction

Reduce no-shows without calling every patient manually.

With IN ONE, reminders, confirmations and “are you still coming?” nudges run in the background – while your team focuses on patients who are actually in the room.

Most practices know no-shows hurt capacity and cash flow – but don’t have time to call or message every patient individually. IN ONE gives you:

  • Branded reminder flows per service, practitioner or branch.
  • Different tone and timing for first-time versus existing patients.
  • Simple “Confirm / Need to reschedule” buttons that update the schedule live.
  • Reports that show which reminders work and where you still lose patients.

Over time, you can tune sequences and language to match your patient base – and see the results in fewer empty slots and more predictable days.

Care plans & aftercare

Treatment plans, notes and follow-ups in one patient spine.

IN ONE isn’t an EMR – but it gives your team a clean operational record of what was planned, what happened and what needs to happen next.

Treatment journeys
From first consult to final check-in.

Map out the typical journey for your services – then track where each patient is.

  • Define milestones: consults, follow-ups, reviews, re-assessments.
  • Attach notes and files to each visit on the patient timeline.
  • Flag “at risk” journeys that stall or drift off schedule.
Tasks & handovers
Everyone knows what to do next.

Assign tasks to practitioners, assistants and admin off the back of visits and plans.

  • “Call patient about results” or “Prepare script before visit”.
  • Clear handover notes between practitioners and branches.
  • Daily task lists so nothing falls through the cracks.
Aftercare & wellness
Stay in touch without spamming patients.

Use WhatsApp, email and SMS where appropriate – with respect for consent and boundaries.

  • Check-ins after procedures or milestone sessions.
  • Reminders for long-term reviews or annual check-ups.
  • Targeted wellness tips and education to the right groups.
Memberships, packages and renewals – finally visible.
For many clinics and wellness practices, recurring revenue is the difference between a “busy” calendar and a stable business. IN ONE helps you see and protect it.
  • Track packages (e.g. 10 physio sessions) with remaining visits per patient.
  • Memberships linked to payment status – “active”, “late”, “at risk”.
  • Automated nudges before packages expire or memberships renew.
  • Snapshots of monthly recurring revenue across services and branches.
Questions from clinics & wellness teams

IN ONE CRM alongside your clinical systems.

Does IN ONE replace our existing EMR or practice management system? +
IN ONE is primarily a CRM and workflow engine. Some practices use it alongside an existing EMR, with IN ONE handling bookings, reminders, communication and follow-up. Others lean more heavily on IN ONE for day-to-day operations. We’ll design a setup that respects your clinical obligations and tools.
Can smaller practices start without a big implementation project? +
Yes. Many single- or two-practitioner clinics start with a simple scope: centralised bookings, reminders and basic patient timelines. Once the team is comfortable, we can add packages, memberships and more advanced workflows.
How hard is it for reception and practitioners to learn? +
We build IN ONE around your real-day flow – “today’s list”, “what’s next”, “who needs a call” – not a generic IT model. Most teams get comfortable after a short training session and a week of using it in parallel with their old way of working.
What about POPIA and sensitive patient information? +
IN ONE is designed with consent, access control and audit trails in mind. We can restrict access by role, keep a history of who changed what, and respect “do not contact” preferences. During onboarding we’ll help you configure IN ONE so it supports your POPIA obligations.

Want to see how IN ONE could run a day in your clinic?

Book a short demo and we’ll walk through your current bookings, reminders and patient follow-up – then show you how IN ONE can reduce no-shows, calm the front desk and make aftercare more consistent without extra admin.

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