CRM for Speech Therapy Practices

• The problem

  In September inquiries from parents pile up across several chat apps.

  In Kompot.ai

  WhatsApp, Telegram, Messenger, email and calls feed one conversation history per family. Each inquiry is an opportunity with stages — new, evaluation booked, sessions started — so a parent who wrote on Sunday is not forgotten by Wednesday.

• The problem

  A child wakes up with a fever, the session is cancelled, and the makeup is never booked.

  In Kompot.ai

  When a session is cancelled, add a task on the family's record: makeup owed, with a due date. It stays on your task board until the makeup is on the calendar, and overdue ones show which families you still owe an hour.

• The problem

  Month-end means counting sessions per child from a paper planner.

  In Kompot.ai

  Invoice each family from your price list — evaluation, individual session, group session — and send it with a payment link. A fixed weekly slot can be billed as a subscription invoice every month, and unpaid invoices are flagged as overdue.

• The problem

  The consent form needs both parents, and one of them never comes to the office.

  In Kompot.ai

  Send the consent for services and your attendance policy as one document with several signers. Each parent signs from their own phone by link, and the signed PDF with the audit trail is stored on the family's record.

• The problem

  Families pause for the summer and nobody asks them back before the slots are gone.

  In Kompot.ai

  Mark paused families with a custom field. Before the school year starts, send that segment an email campaign with your booking page link, and a scheduled workflow creates a call task for each family that has not answered.

What you keep on record

Child and parents

The parent is the contact; the child's name, date of birth, school and teacher are custom fields.

Session slot

The standing day and time, and whether sessions are in the office, online or at the preschool.

Signed parent forms

Consent for services and the attendance policy, signed by one or both parents, as PDF documents.

School and preschool contracts

The school as a contact, the signed service agreement as a document, its tasks and invoices in a project.

Questions owners ask

Can both parents sign the same consent form?

Yes. A document can have several signers. Each parent receives a link, signs on their own device, and the finished document keeps an audit trail of who signed and when. It exports to PDF.

Can I invoice a preschool separately from the families?

Yes. Add the preschool as its own contact, keep the signed service agreement on it and send it a monthly invoice. A project groups that contract's tasks and invoices, apart from your private families.

I travel between homes and preschools. Does it work without a laptop?

Yes — a phone's browser is enough. Between visits you check the day's calendar, read a parent's last message, turn a cancelled session into a makeup task and send an invoice.

Can parents choose the evaluation time themselves?

Yes. The public booking page shows the slots you have opened for evaluations, and the parent picks one. It lands on your calendar, synced with Google Calendar, and you stop trading messages about dates.