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CRM Clinics & appointments

Appointment reminders and patient recalls for clinics and salons

Cut no-shows with WhatsApp and SMS reminders, bring clients back with recall messages, and keep every reply on the patient's own timeline - from a patient list you actually own.

A clinic, a dental practice, a physio, or a busy salon lives and dies by the appointment book. A no-show is an hour of a specialist’s time earning nothing, and a client who came once and never rebooked is revenue you already paid to acquire, walking away. The reminders and the “you’re due for a check-up” nudges are exactly the messages that fix both - and exactly the ones nobody has time to send by hand.

Where the revenue leaks

  • No-shows burn expensive appointment slots that could have been filled
  • One-time clients drift because nothing brings them back for the next visit
  • Reschedule requests land in a personal phone and get missed
  • Message the wrong list and you annoy people who asked not to be contacted

Reminders that cut no-shows

Save your reminder as a template - “Hi {{name}}, a reminder of your appointment…” - and send it to the day’s or the week’s list over WhatsApp or SMS in one action, each personalised per patient. You see the audience size and the cost in KES before you send. Fewer forgotten appointments, without a receptionist working through a call list.

Bring clients back with recalls

Hold every patient or client in one directory with their history and notes, grouped into segments - “due for a six-month check”, “hasn’t visited in 90 days”. Send a recall to exactly that group, and it’s logged on each person’s timeline so the whole practice sees who was contacted and when.

Handle reschedules in one inbox

When a client replies to reschedule, it lands in a shared WhatsApp inbox, not someone’s personal chat - assignable, with open, pending, or closed status and unread badges, so no reschedule is lost. Every reply sits on the patient’s timeline for anyone on the team to pick up.

The shared inbox is in controlled release. Reminders, recalls, segments, and opt-outs are live for every workspace; we switch the inbox on per practice on request.

When a patient opts out, it’s honoured automatically and instantly - an inbound STOP creates the opt-out, and opted-out numbers are dropped before a send, never queued. Opt-outs are topic-scoped, so a patient can leave your promotions without vanishing from the transactional messages tied to their account, like a receipt for a paid bill. And your patients only ever see your practice’s name, never the carrier behind the message.

Worked example. A dental clinic texts 60 patients booked for the coming week a one-segment SMS reminder each - costed and shown before it sends - and WhatsApps a recall to 120 patients overdue for a cleaning. Six rebook by replying straight into the shared inbox, handled by whoever’s at the desk, no call list required.

What you’ll need

Messaging is prepaid pay-as-you-go, so you pay only for the reminders you actually send. Bring your patient list in, save your reminder and recall templates, and send a test first.

What you'll need

CRM runs on every paid plan from Starter - KES 2,000/month for up to 100 billable accounts. Larger operations move up the tiers to Scale (2,500 accounts), and beyond that to Enterprise.

See every tier

The parts of Zana doing the work here