Med spa
Consults booked, packages tracked, memberships renewed.
Health and wellness
The Dental 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.
- 23 workflows
- 6 funnels
- 2 pipelines
- 35 templates
Everything included in the Dental kit
6Funnels and websites
23Workflows
2Pipelines
4Calendars
9Forms and surveys
35Email and SMS templates
41Custom fields
18Custom values
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 35 patient-safe reminder and recall messages
Primary pipeline
- New enquiry
- Verified
- Booked
- Attended
- Treatment planned
- Treatment scheduled
- Complete
The 23 workflows inside
These ten do the heavy lifting. The remaining 13 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 6 funnels
- 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 to install it
- 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: 18 custom values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Six modules, as in every kit
- Funnels and websites
- Automations
- Pipelines
- Calendars and booking
- Forms and surveys
- Email and SMS
Dental snapshot questions
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.
Take the dental kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all sixteen and every kit we ship afterwards, for less than four bought separately.