Spa and wellness
Consults booked, packages tracked, memberships renewed.
Health and wellness
The Dental practice GoHighLevel snapshot kit
New patient offers, hygiene recall and unscheduled treatment.
Most practices already have a full schedule problem and an unscheduled treatment problem at the same time. This kit works both: it fills new patient slots from the offer funnel and chases the treatment that was diagnosed but never booked.
- Practice site with the pages already written
- Case acceptance board beside the recall board
- Asked after hygiene, never after an extraction
What lands in the account for dental practices kit buyers
Every kit ships the same list, written for its own industry. There are no quantities on it, because a counted promise is a promise: the delivered account has to match it. What is stated instead is what each line is for in dental practices, what it changes, and how it pays back. Nine of the lines carry a system stamp, and those nine systems are the whole system. The rest are stamped ACCT: they are the frame the nine are bolted to.
- BS-01SYS-03
AI Studio website
Practice site with the pages already written
Professional Website. A site with the new patient offer, treatment pages and a compliant medical history form that feeds straight into the record.
- New patient offer funnel
- Compliant intake form
- Hygiene calendar embedded
- Without it
- Most practices have a site that lists services and a phone number. A patient who decides at ten at night has nowhere to book and nothing to read about cost.
- With it
- A built site lands with a page per treatment already written, a medical history form that stops short of clinical notes, and the exam diary embedded on every page.
- How it pays
- Say a bespoke dental site quotes at $6,000 and takes ten weeks. The kit's site is in the account on day one, so you spend those ten weeks running the offer instead.
- BS-02ACCT
Funnels
Exam offer page and implant consult page
- Without it
- The practice runs a new patient offer on a page the web developer built years ago. No booking on it, only a form landing in a shared inbox.
- With it
- Ready pages ship in the kit: the new patient exam offer, an implant or ortho consult, an emergency page, a whitening offer, each with the booking diary sitting on it.
- How it pays
- If a booking page converts one in twelve visitors and the practice sends three hundred clicks a month at it, that is twenty five booked exams. Substitute your own numbers.
- BS-03ACCT
Forms and surveys
Booking intake, not a medical record
- Without it
- A generic form asks for medications and allergies because somebody copied a paper history onto a web page. Now sensitive answers sit in a marketing tool for no reason.
- With it
- The forms ask what a front desk asks: who you are, what hurts, when you can come, which plan you carry. The health history is taken in the practice.
- How it pays
- Assume a compliance review of your own costs a day of somebody's time. Starting from forms scoped to booking data makes that review a short read rather than a rebuild.
- BS-04SYS-01
1 AI Receptionist
After hours toothache calls answered
AI Receptionist. Answers while the front desk is seating a patient, separates a broken tooth from a cleaning enquiry, and books both onto the right column.
- Emergency versus hygiene triage
- Books to the correct column
- English and Spanish
- Without it
- A chipped tooth rings at eight on a Saturday. The machine answers, the caller tries the practice two streets over, and Monday starts empty.
- With it
- The line is answered at every hour. Pain goes into the next emergency slot, a cleaning enquiry lands on the hygienist's diary, and nobody waits for opening time.
- How it pays
- Say a single crown case is worth $1,300 and two weekend pain calls a month currently go unanswered. Recovering one of them covers the kit inside the first quarter.
- BS-05SYS-02
1 AI Chatbot
Fee and plan questions, no call
AI Chatbot. Answers the insurance and cost questions that stop a new patient booking, and takes the new patient offer without a phone call.
- Site chat, SMS and Facebook
- Answers insurance questions
- Books the new patient offer
- Without it
- A prospective patient will not phone to ask what an exam and x-rays cost. They read the fee page, decide it is unclear, and close the tab.
- With it
- The widget answers the fee question, says which plans the practice is in network with, and takes the booking there and then, on the site or by text.
- How it pays
- If an exam with x-rays bills at $180 and the widget converts a couple of late night questions each month into booked new patients, the kit pays for itself on scheduling alone.
- BS-06ACCT
Custom fields
Last visit date, plan accepted, benefit left
- Without it
- The front desk knows a patient is due, but that lives in the practice management system. The CRM has a name, a mobile number and nothing that can fire.
- With it
- The account carries last visit date, recall interval, plan accepted, remaining benefit and whether a case was quoted. Clinical notes stay in the practice management system where they belong.
- How it pays
- If pushing last visit date in from the practice software takes a morning of webhook work, every recall after that runs off it without a report being pulled again.
- BS-07ACCT
Custom values
Practice name, fee schedule, plans accepted
- Without it
- The same message body names the practice, the parking, the plans accepted and the failed appointment policy. Change one of those by hand and something always gets missed.
- With it
- Those live once at account level. Practice name, address and parking note, the insurance list the front desk quotes from, the booking link and the cancellation wording, set on import.
- How it pays
- Say an associate opens a second surgery. You import the kit into the new account, set the values in an afternoon, and the second site is live without a rebuild.
- BS-08ACCT
Pipelines
Case acceptance board beside the recall board
- Without it
- Diagnosed work sits in the practice management system as a line on a chart. Nobody can see, on one screen, which implant cases were quoted in March and never booked.
- With it
- Separate boards run in the account. One takes the new patient from enquiry to seated exam. Another takes a quoted case through the finance conversation to a seat date.
- How it pays
- Assume the practice quotes four implant cases a month at $3,200 and books three. Getting one more of the four seated each quarter is the whole cost of the kit.
- BS-09ACCT
Workflows
Perio interval, crown seat, benefit expiry
- Without it
- Perio maintenance runs on a three month clock, not six. The front desk keeps that difference in their head, and the second the desk gets busy it slips.
- With it
- The account holds a different clock per patient type. Perio recalls at three months, a crown patient is chased for the seat visit, and the ledger shows who is overdue.
- How it pays
- On a list of six hundred active patients, if forty sit on a three month perio interval, one recovered visit a week at $150 is several thousand dollars a year.
- BS-10SYS-05SYS-04
Appointment reminders, confirmations and no-show recovery
Long restorative blocks protected
Smart Appointment System. Confirms at booking, then steps the reminders down so a hygiene column does not open a gap nobody can fill by Thursday afternoon.
- 24h, 1h and 15min reminders
- Short-notice fill list
- Target: 70% of no-shows rebooked
AI Outbound Caller. Calls the patients who missed a hygiene appointment and the treatment plans that were presented and never scheduled, which is the largest number in the practice.
- Missed hygiene callback
- Unscheduled treatment follow-up
- Voicemail with a booking link
- Without it
- A two hour restorative block that fails at nine in the morning cannot be refilled by eleven. The assistant sits, the surgery sits, and the day's production goes with it.
- With it
- Every booking confirms itself, the reminder ladder tightens as the appointment approaches, and a failed block pushes an offer to the standby list before the front desk has noticed.
- How it pays
- The kit chases a 70% no-show recovery target. If the practice fails six appointments a week and half of those are hygiene at $180, the arithmetic is quick.
- BS-11SYS-09SYS-08
Nurture campaign
Enquiry to exam, then the years after
Lifetime Nurture Campaigns. Six month recall on a real cycle, benefit expiry reminders in the last quarter, and the whitening promotion before a wedding season.
- Six month recall cycle
- Benefit expiry reminders
- Referral and family offers
Database Reactivation. Works the patients overdue for recall by six months, and the ones who moved insurance and quietly stopped coming.
- Six month overdue recall
- AI calling campaign
- Insurance-change win-back
- Without it
- Somebody asks about implants in January and is not ready until October. There is nowhere for those nine months to live, so the enquiry dies in a text thread.
- With it
- The sequence keeps talking: cost and finance in the first fortnight, then a quiet monthly touch that stays at scheduling level and never puts clinical detail in a text message.
- How it pays
- If one ortho case a quarter comes back off the nurture list instead of a fresh advert, at $5,400 a case, the kit has paid for itself several times in a year.
- BS-12SYS-06SYS-07
Review automation
Asked after hygiene, never after an extraction
Review Harvesting. The ask fires post-appointment, after the patient has left and settled up, and it is skipped entirely for anything painful.
- Trigger: appointment completed
- Skipped after emergency work
- Google and Facebook links
Review Automation. The engine runs continuously across hygiene, so a practice collects a steady trickle rather than a burst every time someone remembers to ask.
- Steady weekly pacing
- Two follow-ups, then stop
- Family members deduplicated
- Without it
- The practice asks for reviews when somebody remembers, usually after a good week. A patient who has just had a tooth out gets asked at the worst possible moment.
- With it
- The ask goes out after routine visits only, sedation and surgical work is excluded, and one household is asked once no matter how many children were seen that day.
- How it pays
- Assume a hundred routine visits a month and one patient in fifteen leaving something. That is a handful of new reviews monthly, which is what actually moves a map listing.
- BS-13ACCT
Seasonal automation
December benefit burn and August checkups
- Without it
- In the last week of November nobody has time to ring the patients whose annual maximum is about to reset, which is the one dental deadline patients reliably respond to.
- With it
- The seasonal run starts itself in October, works the unused benefit list through December, then switches to back to school exams in August and whitening before the wedding months.
- How it pays
- If thirty patients each carry $700 of unused annual benefit and a tenth of them book something before the reset, the December column looks very different this year.
The 70 percent no-show recovery and the 5 to 10 reviews a month are what these systems are tuned to produce. They are build targets, not measured results from a named customer.
Built for how dental practices actually sell
Dental growth is recall plus reactivation, and both are calendar problems. The kit runs a hygiene recall cadence off the last visit date, follows up every diagnosed treatment that has no appointment attached, and keeps insurance verification moving before the patient arrives so the front desk is not making calls at 8am.
- Building recall timing off last visit date rather than a static list
- Chasing unscheduled treatment without a manual report
- Writing the patient-safe reminder and recall messages
Primary pipeline
- New enquiry
- Verified
- Booked
- Attended
- Treatment planned
- Treatment scheduled
- Complete
The problem, and what actually changes
What it looks like today
- The front desk is seating a patient, so new patient calls go to voicemail during exactly the hours people call.
- A gap in the hygiene column cannot be recovered later, and the short-notice fill list is a sticky note.
- Treatment presented and not scheduled is the largest number in the practice and nobody follows it up.
- Patients drift out of recall silently and the practice only notices when the schedule thins.
What changes, and what changes it
- Emergency and hygiene enquiries are separated on the call and booked onto the right column.SYS-01 AI Receptionist
- Insurance and cost questions are answered on the site before they become a reason not to book.SYS-02 AI Chatbot
- A cancelled hygiene slot is offered to a fill list automatically instead of sitting empty.SYS-05 Smart Appointment System
- Unscheduled treatment is called back, with the item named, rather than left on a report nobody opens.SYS-04 AI Outbound Caller
- Patients overdue on recall by six months are worked automatically, insurance changes included.SYS-08 Database Reactivation
Built for
- General practices with two or more hygiene columns and a front desk that is regularly on the floor.
- Practices with a recall list they know is drifting but have never had the hours to work.
- Anyone running new patient offers and losing the enquiries out of hours.
Not built for
- Specialist referral-only practices. The intake here assumes a patient chooses you rather than being sent.
- Anyone who needs clinical charting in the CRM. Keep records in your practice management system.
- Practices unwilling to keep the fill list current. The automation cannot fill a chair from an empty list.
If you recognise yourself in the second column, say so on the call. We would rather tell you that a kit is the wrong answer for dental practices at your size than sell you one and watch it sit unused.
The workflows inside, by name
These are the ones that do the heavy lifting, named as they are named in the account. The rest handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.
- New patient special to booked visit
- Insurance verification request
- Appointment confirmation and reminder set
- Hygiene recall at 6 months
- Unscheduled treatment follow-up
- Treatment plan financing offer
- Broken appointment recovery
- Post-visit review request
- Lapsed patient reactivation at 12 months
- Birthday and whitening offer
The funnels, by name
- New patient special funnel
- Free consultation booking
- Implant or ortho consult page
- Membership plan enrolment
- Emergency dental landing page
- Referral a friend page
Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.
How the complete system works
End to end automation, from lead capture to lifetime client. The build sheet above is what you get. This is the order it runs in for dental practices, one stage at a time.
STG-1
Lead capture and first contact
Multi-channel lead entry with intelligent routing. Nothing rings out, nothing sits in an inbox.
The front desk is seating a patient, so the phone goes to the receptionist. A broken tooth and a cleaning enquiry get sorted onto different columns.
Phone calls: AI Receptionist
- Answered on the first ring, any hour
- Qualifies by asking, not by phone tree
- In a slot before the call ends
- Bilingual, English and Spanish
- Live ones put through to your team
- Answers on ring one
- Books mid-call
- EN and ES
Messages and web chat
- Instant replies on SMS, email, Facebook and Instagram
- Site chat with lead qualification logic
- Collects enquiry type and preferences
- Seamless handoff to a human agent
- Triggers the follow-up automation
- Five inboxes, one script
- Replies in seconds
- Hands off to a person
Forms and ads: Google, Facebook, TikTok
- Every submission starts the 10 day nurture
- Follow-up across email, SMS and AI calling
- Smart routing by enquiry type
- Lead source attribution on the record
- Automatic handoff to a appointment
- Source stamped on the record
- Routed by enquiry type
- Straight into the ten-day run
STG-2
Intelligent lead nurture
A 10 day multi-touch sequence that turns an enquiry into a booked appointment.
Ten days is how long a nervous new patient takes. The sequence answers cost, insurance and what the first visit is actually like.
Day 1 to 3: email
- Welcome email carrying the offer
- Service overview, copy pre-written
- Social proof in the third touch
- One call to action: book or call
Day 4 to 7: SMS
- Time-sensitive offer alert
- A short testimonial text
- One-click booking link
- Urgency written in, not shouted
Day 8 to 10: AI call
- Friendly re-engagement call
- Handles the common objections
- Books directly on the call
- Smart voicemail when unreachable
STG-3
Booking and no-show prevention
Confirmed bookings, intelligent reminders, and recovery inside the hour when one slips.
A gap in a hygiene column cannot be recovered later. Confirmation at booking, three reminders, and a short-notice fill list when one goes.
Instant booking confirmation
- SMS confirmation with the details
- Calendar invite for Google and Outlook
- Email confirmation on the record
- Pre-visit questionnaire attached
Smart reminder sequence
- 24 hours before: SMS and email
- 1 hour before: the on-the-way message
- 15 minutes before: final alert
- Reschedule in one tap, no phone call
AI no-show recovery
- Automatic call within 60 minutes
- Finds out what actually happened
- Reschedules on the same call
- Called back inside the hour
- Target 70% recovery
STG-4
Reviews and social proof
Turning a satisfied patient into the thing that wins the next one.
The ask goes out after the patient has left and settled up, and it is skipped entirely for anything that hurt.
Intelligent review request
- Satisfaction check 2 hours after the appointment
- Satisfied: straight to the Google and Facebook links
- Not satisfied: escalated internally, never published
- Target output: 5 to 10 reviews a month
AI comment reply bot
- Replies to positive reviews automatically
- Personalised thank-yous, not one template
- Handles a negative review with empathy
- Escalates anything serious to a human
Social proof engine
- Publishes review snippets to the site
- Builds the trust signals on the page
- Lifts conversion on the same traffic
- Feeds the signals Google reads locally
STG-5
Lifetime nurture and retention
The part almost nobody runs: keeping a patient for years rather than one transaction.
Recall is the practice. Six month cycles, benefit expiry in the final quarter, and the family offers that bring in three patients instead of one.
Continuous engagement
- Seasonal reminders on your cycle
- Quarterly check-ins
- Birthday and anniversary offers
- Annual review prompts
AI client support bot
- Instant answers to FAQs, 24/7
- Reschedules an appointment without a call
- Answers status enquiries
- Looks up documents on request
Database reactivation and referrals
- Six month inactive trigger
- A we-miss-you sequence that reads like a person
- Monthly referral prompts
- A VIP tier for your best patients
Put your own numbers in
On the assumptions below the recovered new patient calls cover the kit within the first month, before a single unscheduled treatment is rebooked. Every box below starts on an assumption for dental practices, and every one of them is yours to change. The arithmetic is printed next to the answer so you can check it.
Your numbers
What that works out to
$16,212
recovered a month from calls you currently miss
3 days
for the $1,595 kit to cover itself
63 hours
a month currently going into work this kit is built to do
This is an illustrative scenario built from the numbers in the boxes, not a measured result from a customer. Change any of them and the arithmetic changes with you. The hours figure is the time you told us you currently spend, not a promise of what is removed.
Installation
We install it free, and you get 10 hours with it
Installation costs nothing. What comes with it is an allowance: 10 hours of dedicated installation support, to be used within 12 days of purchase. It is an allowance of hours rather than 12 days of open-ended help, so book the time in and use it. When the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
- Open the share link from your agency login. The snapshot appears in your own library.
- Load it into the sub-account. Around 12 minutes for a kit this size.
- Work the change list: your business values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Want to see it before you buy, or ask one question first? Book a call and we will walk the account with you.
What the 10 hours cover
- Installing the snapshot
- Rebranding the website
- A2P 10DLC registration and setup
- Email service setup
- A few more automations
Never in the hours, on any kit
- Third-party integrations
- Third-party API work
- Custom software development
Those three are quoted before anything starts, or handed to a dedicated VA on a retainer. See integration work.
What support covers
Clear lines rather than fine print. The kit and everything it automates are covered. Work that reaches outside HighLevel is a separate engagement, quoted before it starts.
In the box
- Installing the snapshot
- We load the kit into the sub-account you name, work the change list with you, and send a test contact down every path before you go live.
- Rebranding the website
- Your name, your colours, your logo, your domain and your booking links across the site and the funnels, so nothing on the page says anyone else.
- A2P 10DLC registration and setup
- Brand and campaign filed, the opt-in wording checked against what the carriers actually ask for, and the numbers attached once it clears.
- Email service setup
- Your domain email connected inside HighLevel, sending domain authenticated, and a test send checked before the first campaign runs.
- A few more automations
- Adding automations the kit does not already carry, retiming a wait step, splitting a pipeline stage, rewording a template. Normal tuning against how you sell.
Separate engagement
- Third-party integrations
- Connecting a tool that lives outside HighLevel, such as an EMR, a field service platform, a POS or a job costing system.
- Third-party API work
- Anything that needs a key, an endpoint and error handling: a two-way sync, a webhook relay, a data migration on a schedule.
- Custom software development
- A portal, an internal tool, a calculator, an app. Real software, scoped and quoted as software.
Anything in the second column is quoted before it starts, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. You will never be billed for it by surprise.
- DeliveryDelivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend.
- InstallationFree with every kit. 10 hours of dedicated installation support, to be used within 12 days of purchase.
- After the hoursWhen the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
Dental practice snapshot questions
A GoHighLevel snapshot is a copy of a fully configured sub-account, its website and funnels, workflows, pipelines, calendars, forms and written copy, that can be loaded into another sub-account in minutes. The dental practice kit is that copy built for dental practices: the same structure a builder would produce from scratch, already wired and already worded for the trade, so importing it replaces the build rather than starting it.
Not directly. A snapshot carries structure, not integrations. Most practices push appointment and last-visit data in with a webhook or Zapier, and the fields are already named and waiting.
The templates avoid clinical detail and stay at appointment and offer level, which is where dental SMS normally sits. Your own compliance review still applies, and every message is editable.
Yes with light editing. Swap the treatment names in the custom values and the consult funnel copy; the recall and follow-up logic is the same shape.
You get a share link on purchase. Open it from your agency login and the snapshot lands in your own library, then load it into any sub-account. The load takes about twelve minutes and the configuration checklist takes one to three hours.
Delivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend. 10 hours of dedicated installation support, to be used within 12 days of purchase. Support covers the kit and its automations, including adding a few more automations and adjusting the workflows inside it. Third-party integrations, third-party API work and custom software development are quoted separately or handled by a dedicated VA.
Take the dental practice kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all nineteen and every kit we ship afterwards, for less than four bought separately.