CRM and business software · Healthcare
CRM for Acupuncture Clinics
Run a practice where your hands are busy most of the day: inquiries answered, the next session of the series booked, consent signed and the visit paid.
Free forever for up to 3 users. Paid plans from $199 a month.
What goes wrong, and what we do about it
Most acupuncture practices are one practitioner and a couple of treatment rooms. While the needles are in, the phone goes unanswered and messages collect in several apps. Patients come for a series of sessions, feel better partway through and stop booking; others return every spring and fall without being asked. With no front desk, the admin gets done in the minutes between rooms — or not at all.
The problem
Between rooms you check messages in several apps and still miss one.
In Kompot.ai
Facebook Messenger, WhatsApp, Telegram, email, texts and calls all land in one conversation history per patient. You answer from a single screen with saved replies for the usual questions: what a first visit involves, what to wear, where to park.
The problem
A patient books sessions one at a time and the series fades out halfway.
In Kompot.ai
Book the series on the calendar at the first visit and keep the date of the next session in a field on the patient. A scheduled workflow spots a date that has passed with nothing booked and sends a message with your booking page link.
The problem
One no-show in a day of long, back-to-back sessions is a real hole in the day's income.
In Kompot.ai
A workflow sends a reminder by text or WhatsApp the day before. A patient who cannot come replies in the same thread, you see it between treatments, and the freed hour shows as an open slot on your booking page for someone else to take.
The problem
The first visit is the longest, and part of it goes to the consent form.
In Kompot.ai
Send the consent form and your cancellation policy for e-signature when the first visit is booked. The patient signs from a link the evening before, and the signed PDF is on their record when they walk in.
The problem
Cupping or an herbal formula added at the end of a session never reaches the bill.
In Kompot.ai
Keep the initial visit, follow-up session, cupping, moxa and herbal formulas in your price list. Build the invoice on your phone before the patient leaves the room and send a payment link, so the extras are charged the day they happen.
How one order runs
From a first inquiry to a paid series of sessions
The inquiry
A message or a missed call creates a contact. You reply between treatments with a saved answer and the link to your booking page.
The first visit is booked
The patient picks the longer initial slot on the booking page. The consent form goes out for signature and comes back before the day.
The series is scheduled
After the first treatment you put the follow-up sessions on the calendar, synced with Google Calendar. A reminder goes out before each one.
Each visit is paid
The session and any add-ons are invoiced from the price list. The patient pays by card from the payment link, and the payment is saved on their page.
What you keep on record
- Series and next session
- How many sessions were planned and the date of the next one, as fields on the patient.
- Signed consent form
- Consent to treatment and your cancellation policy with the patient's e-signature, exportable to PDF.
- How they found you
- Referral source and the season they tend to return, as custom fields you can segment by.
- Sessions and add-ons
- Initial visit, follow-up, cupping, moxa and herbal formulas in the price list behind every invoice.
Digital employees · Full Service plan
Where an AI employee steps in for Acupuncture Clinics
The moment
The phone rings while you have needles in a patient.
The voice agent answers, asks whether the caller is new or returning and what times suit them, and takes a number. The transcript and a summary are saved on the contact, and a workflow adds a callback task you see when you leave the room.
The moment
Someone asks on Messenger whether it hurts and what to wear to a first session.
The AI employee answers from the first-visit articles in your knowledge base, saves a new contact and shares the link to your booking page. A question about a health condition is not answered — it is passed to you.
The moment
A returning patient texts to ask for another session next week.
The AI employee finds the patient's record, replies with your booking page link so they can pick an open hour, and creates a task for you if they ask for a time outside your posted schedule.
Questions owners ask
- I work alone. Who answers when I am with a patient?
- On the Full Service plan, the voice agent takes calls and the AI employee replies in messengers and website chat, both following your instructions. On a paid plan without them, calls and messages still collect in one conversation history per patient for you to answer between rooms.
- Can patients book their own follow-up sessions?
- Yes. Your booking page shows the hours you have open, and the patient picks one from a phone. The session appears on your calendar, and you find out without a single message exchanged.
- Can I keep using my Google Calendar?
- Yes. The Kompot.ai calendar syncs with Google Calendar, so sessions booked in Kompot.ai show up next to your personal events. You keep checking the calendar you already carry on your phone.
- Can I write to patients who come back every spring?
- Yes. Mark them with a custom field, select that segment and send an email campaign before the season, with a link to your booking page. Replies arrive in each patient's conversation history.
What it costs
Free for up to 3 users, with every feature: bring your own AI. $199 a month adds our built-in AI and moving your data over. $499 a month: we set everything up and support it every month.
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