Upgrade Health & Wellness System

🧘 Health & Wellness Businesses Lose Appointments Every Day

A potential client calls your business. You are with a client, in a session, or unavailable. The call goes to voicemail. That potential client often books somewhere else.

This happens every day: missed calls, no-shows, late cancellations, manual scheduling, clients that never follow up, and past clients that never return. These small gaps cost health and wellness businesses real revenue every week.

Many businesses are still managing appointments using phone calls, email inboxes, manual scheduling, text messages, paper calendars, and memory. If you do not have structured scheduling and automated follow-up, you are already behind.

The Upgrade Health & Wellness System gives your business a modern front office that captures appointment requests, sends reminders automatically, and keeps your schedule full while you focus on serving clients.

Choose the Upgrade Automation Package for Your Business

The Upgrade Health & Wellness System is powered by the Upgrade Automation Platform. Start with foundational automation and expand as your business grows.

Packages Start At: $499 Setup / $199 Monthly

Starter Automation

$499 Setup   |   $199 per month

Best For: Health and wellness providers who want to better organize inquiries, improve appointment scheduling, and begin automating client communication without implementing advanced automation right away.

Starter Automation gives health and wellness providers a centralized system to help manage new client inquiries, appointment requests, and ongoing communication in one place. Instead of relying on manual scheduling, missed calls, and scattered communication, your practice begins operating from a more organized platform that helps improve responsiveness and reduce administrative workload.

This package is designed to help wellness professionals build a stronger operational foundation by capturing leads, improving client communication, and keeping appointments and opportunities visible.

What's Included

Lead Capture

Starter helps ensure new client inquiries are captured and stored automatically.

Website Inquiry Forms

We set up 1–2 inquiry forms so prospective clients can request consultations, ask questions, or request services directly from your website.

CRM Lead Capture

When someone submits a form, their information is automatically captured in your CRM so nothing gets lost and you have a clear record of new client opportunities.

Mobile Lead Notifications

Receive mobile alerts when new inquiries arrive so you can respond quickly.

Missed Call Text Back

If someone calls and you miss the call, the system can automatically send a text message so you can recover potential clients.

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Lead Capture Automation

Starter includes basic automation so your practice begins responding automatically.

2-Email Follow-Up Campaign

When a new inquiry comes in, the system automatically sends a two-email follow-up sequence. This helps create a professional first impression and increases engagement with prospective clients.

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CRM & Pipeline

Starter gives you one place to manage your practice and track new client opportunities.

CRM System

Access your contacts, inquiries, and conversations from one centralized system.

Pipeline Management (1 Pipeline)

Starter includes one visual pipeline to track new client opportunities. Example stages may include:

This helps you quickly see who needs follow-up, who scheduled consultations, which clients are active, and potential revenue opportunities.

Mobile App Access

Manage your practice from your phone.

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CRM & Pipeline Automation

Starter includes automation to reduce manual work.

Auto Assign New Leads

New inquiries are automatically assigned and ready for follow-up.

New Lead Notifications

Receive alerts when new clients inquire.

Auto Move Leads to Pipeline

New inquiries automatically move into the pipeline so your process starts immediately.

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Campaigns & Outreach

Starter includes outreach automation to help maintain client engagement.

Seasonal Campaign Automation

We can set up outreach campaigns during key times of year — such as New Year wellness promotions, summer fitness programs, holiday specials, membership renewals, and service reminders. These help keep your business visible without requiring manual outreach every time.

Inactive Client Reactivation

This helps reconnect with past clients, inactive memberships, past consultation inquiries, and previous patients — helping your business encourage repeat visits and stay top of mind.

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Reputation Management

Starter helps build and protect your online reputation.

Review Request Automation (Email Only)

Automatically request reviews after appointments or completed services.

Review Funnel (Rating + Routing Automation)

Feedback is routed internally first before requesting a public review.

Positive Feedback Automation

Guide satisfied clients to leave public reviews and help build credibility and trust.

Negative Feedback Automation

Alert your team before issues become public reviews so concerns can be addressed quickly.

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Appointment Automation

Starter simplifies scheduling and helps reduce missed appointments.

Online Appointment Request Form

Clients can request or book appointments based on your connected calendar availability.

Booking Notifications

Receive alerts when new appointments are scheduled.

Appointment Reminder Automation (Email)

Reduce no-shows with automated appointment reminders.

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System Features

Starter includes core platform features that help you manage your practice from one centralized system.

Mobile App Access

Manage leads, conversations, and appointments from your phone wherever you are.

Unified Conversations Panel

Client communication is stored in one place, helping you keep track of messages, calls, and appointments more easily.

Revenue Pipeline Dashboard

A visual dashboard of active opportunities and potential revenue so you can quickly understand what needs attention.

Connected Business Calendar

The platform connects to your preferred calendar so appointment availability reflects your real schedule and helps prevent double-booking.

Unified Messaging Platform

The platform gives you one place to manage client communication, with additional messaging capabilities available in higher packages.

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Advanced Automation

$899 Setup   |   $399 per month

Best For: Health and wellness providers ready to scale operations, automate client engagement, and introduce AI-driven communication and lifecycle automation.

Advanced Automation builds on Growth by introducing deeper automation, client lifecycle management, AI-powered chat engagement, and more advanced outreach and scheduling capabilities. This package is designed for practices that want their system to actively manage follow-up, scheduling, and long-term client engagement automatically.

While Growth improves follow-up and engagement, Advanced begins automating long-term client lifecycle management and ongoing practice growth.

Everything in Growth, plus:

Lead Capture Automation

Advanced includes everything in Growth and adds:

Advanced Lead Nurture Campaign

Advanced introduces longer-term nurture campaigns designed to keep prospects engaged over time — such as wellness education sequences, program introduction campaigns, consultation follow-up campaigns, and long-term engagement messaging. These campaigns help maintain communication with prospects who are not ready to book immediately.

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CRM & Pipeline Automation

Advanced expands automation with:

Multi-Pipeline Automation

Advanced allows automation across multiple pipelines to manage both new client acquisition and active client engagement workflows.

Client Lifecycle Automation

Advanced introduces lifecycle automation allowing clients to move automatically through stages such as New Inquiry, Consultation Scheduled, Active Client, Repeat Client, and Reactivation. This helps automate long-term client engagement and retention.

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Campaigns & Outreach

Advanced includes everything in Growth and adds:

Monthly Outreach Automation (2 Campaigns)

Advanced increases outreach to two recurring campaigns — such as monthly wellness tips, program promotions, membership reminders, and client engagement messages.

Always-On Re-Engagement Automation

Advanced introduces continuous re-engagement automation that automatically identifies inactive clients and re-engages them — including inactive memberships, missed appointment follow-up, and past client reactivation. This helps maintain consistent client engagement.

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Reputation Management

Advanced includes everything in Growth and adds:

Testimonial Website Publishing

Positive client feedback can automatically be published to your website testimonial section. This helps build credibility, strengthen trust, and improve conversion.

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Appointment Automation

Advanced includes everything in Growth and adds:

Voice AI Appointment Booking

Clients can schedule appointments through AI voice interactions — such as calling to schedule consultations, book services, or request availability. This expands scheduling automation beyond forms and chat.

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AI Chat

Advanced expands AI chat capabilities.

Live Chat Takeover

Staff can take over conversations from the AI when needed.

AI Conversation Routing

Inquiries are routed automatically to appropriate services based on service interest, consultation prioritization, and program matching.

AI Lead Qualification

AI identifies higher-value opportunities automatically and helps prioritize consultations and program enrollment.

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AI Voice

Advanced introduces AI voice capability.

AI Voice Receptionist

AI answers incoming calls and captures inquiries automatically — including new client calls, appointment requests, and service inquiries. This helps your practice respond even outside business hours.

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