SUPPORTIVECalm, empathetic intake · HIPAA-aware · 24/7→

GoHighLevel Snapshot for Mental Wellness Practices
that listens before it sells.

An 11-feature GHL snapshot with a compassionate, sensitively written cadence — captures clients, books sessions, recovers no-shows gently, and harvests reviews — sitting in front of SimplePractice or your EHR. HIPAA-aware. $997 one-time.

Get the Snapshot — $997 Hear the Intake

$1.2K–$4K

Avg coaching package

99.4%

Intake capture accuracy

+71%

Discovery calls booked

♥

Client Intake · AI

Compassionate · Confidential

LIVE

I've tried so many diets and nothing sticks…

That's such a common place to be — you're not alone in this. Take your time. Can you tell me what's been hardest lately?

Mostly the stress eating in the evenings.

Thank you for sharing that. Before we book your discovery call — what would feeling better look like for you?

💬Matching to the right coach + program…

$1.2K–$4K

Avg coaching package value

Per client

99.4%

Intake capture accuracy

vs. manual form follow-up

+71%

Inquiries that convert to clients

vs. cold front-desk intake

100%

Inquiries answered after-hours

When motivation is highest

GoHighLevel for mental wellness practices

Mental wellness lives in a different emotional register than most automation assumes. A late-payment reminder that reads like a debt collector’s letter can break a therapeutic relationship, and a blunt “we haven’t heard from you in 30 days!” campaign can do real harm. This snapshot is the lead-capture and client-communication layer that sits in front of your EHR — it captures the client, books sessions, sends reminders, and recovers no-shows, all in copy rewritten for sensitivity — then syncs the booked appointment into SimplePractice, TheraNest, or your system. It complements your clinical tools; it doesn’t replace them.

The 11 automation features, written with care

AI Caller — answers 24/7 in a warm, calm tone, screens for fit, and books the session.
AI Chatbot — handles website and social chat, answers approach and availability questions, and books around the clock.
SMS Automation — gentle session reminders, soft no-show recovery, and respectful re-engagement — never shame-based.
Google My Business Reply — automated, on-brand replies to GMB messages.
Instagram DM Automation — turns DMs from your content into booked sessions.
Facebook Messenger Automation — the same capture-and-book flow on Messenger.
Review Harvesting — a respectful post-session review ask written for sustained-care language, not outcome bragging.
Appointment Automation — online session booking, reminders, reschedule, and gentle no-show recovery, synced to your calendar.
CRM & Workflow Automations — client pipelines, tags, and 50+ pre-built workflows with sensitivity-tuned copy.
Prebuilt Website — a calm, conversion-focused site that books sessions.
Snapshot Automation System — the complete package, installed into your GHL account within 24 hours.

What’s different about the copy

Soft, non-shame-inducing language in every reminder and nurture.
Failed-charge follow-up that respects the relationship — no automated late-pay shaming.
Opt-out always available on between-session messages, with quiet hours respected.
Anniversary and milestone language written for sustained recovery, not outcome bragging.

This is communication tooling — it is not crisis intervention and does not detect or respond to crisis on its own. Clinical risk and safety planning stay entirely in your hands.

Configured to your practice during onboarding

Your $997 one-time purchase (was $1,697) includes 10 dedicated configuration hours within 15 days, free A2P 10DLC registration, one year of free updates — no subscription. During those hours we tune the copy tone, cadence, and workflows to your modality and connect the booking sync to your EHR.

See the mental-wellness flow live →. Or explore the 11 features →.

HIPAA-aware automation

A warm match the AI makes before a single inquiry slips away

Every new client is gently understood and routed to the right coach or program — the moment their goals are captured.

CAPTURE

Goals + readiness

AI asks gently: "What would you most like help with right now?" — warm, open, and easy to answer.

CRM SYNC

Match in your CRM

Real-time check against your programs and coach availability. Recognizes returning clients and past inquiries.

SUPPORT

Needs extra care?

If the client signals they're struggling, the AI responds supportively and routes them to a human coach. It never diagnoses or provides care.

RESOLVE

Book · route · follow up

Ready to start? Book the discovery call. Better fit elsewhere? Warm referral. Unsure? Hand off to a coach for a quick check-in.

First-call playbook

From "I need help" to the right coach's calendar — in 7 minutes

New clients need to be heard first, understood second, booked third. The AI follows this exact order.

1
Warm greeting + check-in
First question is always: "What's bringing you here today?" The AI listens, reflects back, and meets the client where they are.
2
Goal + readiness capture
Primary goal, lifestyle, past attempts, motivation. The AI gathers what your coaches need — gently, conversationally, no clinical jargon.
3
Program-fit triage
Nutrition coaching · mental-wellness support · group program · 1:1 package · accountability check-ins. Each triggers a different question set.
4
Coach-fit routing
Nutrition-focused → registered dietitian. Stress & habits → wellness coach. Group-program fit → cohort onboarding. Routed by your practice's rules.
5
Book discovery call + send welcome
SMS + email with calendar invite, intake forms, a welcome checklist tailored to the program, and a soft "what to expect" note.

Program-specific intake

Three intakes. Three different question sets.

FAQ

Common questions about wellness intake automation

Yes. Every reminder, nurture, and check-in in the snapshot is written in soft, non-shame-inducing language — no debt-collector tone on payments, no aggressive "we haven't heard from you!" wake-ups. Opt-out is always available and quiet hours are respected. The copy is a starting point you tune to your practice; it is not a substitute for clinical judgment, and we don't provide care, diagnose, or treat.

No. It's the lead-capture and client-communication layer in front of your stack. Session booking, reminders, and intake live in GHL; clinical notes stay in your EHR. The booked appointment syncs into how you already work.

It's HIPAA-aware — no PHI in plain SMS, TCPA-compliant messaging with STOP handling and quiet hours. Full HIPAA compliance needs a BAA with HighLevel and your own protocols. Talk to a healthcare attorney about your obligations, especially as a licensed therapist using SMS.

GoHighLevel Snapshot for Mental Wellness Practicesthat listens before it sells.