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Care & services

Easy to reach, and careful with every request

For practices, care providers and local service providers. Appointments, requests and client communication in good order, so you keep your time for the people you help.

What's Included

Sound familiar?

📞

The phone rings during appointments

Every call interrupts the person in front of you.

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Requests arrive everywhere

By phone, email and paper forms. The overview is hard to keep.

No-shows disrupt your schedule

A missed appointment costs time that someone else needed.

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Intake still happens on paper

Forms are filled in by hand and typed over later.

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Information is scattered across inboxes

Requests and documents live in separate mailboxes and folders.

What's Included

How we approach it

1. A clear, accessible website

A calm website that explains what you do, for whom and how to reach you, found in local searches.

  • Website
  • Reach Your Audience

2. Appointments booked online

With Booking, clients pick a time slot themselves and receive confirmations and reminders, so fewer appointments are missed.

  • Booking

3. Requests and intake, digital

With Smart Forms, requests and intake forms arrive digitally, step by step and with file uploads where needed.

  • Smart Forms (with Website)

4. Follow-up in good order

Requests are handled in Service Management, and your team shares logins safely with Vault.

  • Service Management
  • Vault
Example

How it can work

An example of what a week can look like: someone finds your practice online, sends a request through a clear form and books an introductory appointment at a time that suits them. Your team sees the request and the appointment together and prepares calmly. This is an illustrative scenario, not a customer case.

A new request, handled calmlyExample scenario
  • A request comes in through a form on your site
  • Booking: the client picks a time slot online
  • Confirmation and reminder go out automatically
  • Your team sees the request and the appointment in one place
FAQ

Frequently asked questions

Do you replace our care or planning system?+
No. SalesFision covers your website, online appointments, requests and client communication. Specialised systems for your field keep doing what they do; in a meeting we look at what fits alongside them.
How do you handle personal data?+
Forms only ask what is needed for a request, and you decide what happens with that information. How we build and handle data: see the Technology page.
Do you have cases in care?+
We work for entrepreneurs in several industries and are building our first public cases in care and services. In a meeting we gladly show relevant examples of our work.
Do I have to take everything at once?+
No. Many practices start with a website and online appointments, and add digital forms later.

Curious where best to start?

Do the Business Scan or plan a meeting. Together we look at your appointments, requests and follow-up.

Do the Business Scan
Plan a meeting