CareFlow Setter
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AI appointment setting and missed-lead follow-up for health and wellness businesses.

CareFlow Setter responds fast, qualifies patient and consult inquiries, recovers missed calls, and helps med spas, weight loss clinics, IV therapy clinics, wellness centers, dental practices, and health coaches create more consult opportunities without adding another front-desk hire.

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Free workflow map

Enter your clinic or practice website. See the first CareFlow workflow to launch.

We map your offer, intake questions, call flow, missed-call recovery, no-show recovery, and booking path before setup.

No tech build required. We shape the workflow around your services, staff handoff rules, calendar, and CRM.
24/7new inquiry coverage
5priority health verticals
4call recovery workflows
1dashboard for staff
Launch path

Pick the workflow. Connect the calendar. Launch the setter.

CareFlow makes the first implementation easier for health and wellness businesses by starting from proven workflows instead of a blank screen.

01. Onboarding formCapture services, locations, calendar rules, staff handoff rules, lead sources, and appointment goals.
02. Template selectionChoose a med spa, dental, wellness, primary care, Practice Better, missed-call, no-show, or reactivation workflow.
03. Dashboard setupShow staff the lead pipeline, conversation status, call notes, booking movement, and follow-up priority.
04. First-week reviewReview transcripts, missed opportunities, common objections, and booking results before scaling the campaign.
Built for speed-to-lead

Focused on appointment-heavy health and wellness verticals.

These businesses already depend on consults, patient intake, discovery calls, and follow-up. CareFlow Setter protects those opportunities with a repeatable AI appointment-setting system.

Med Spas

For injectables, skin consults, body contouring, memberships, and treatment inquiries that need fast qualification.

Dental Clinics

For new patient visits, implants, Invisalign, cosmetic consults, emergency routing, and high-value follow-up.

Wellness Centers

For chiropractic, IV therapy, hormone wellness, weight loss, recovery, and functional wellness consults.

Practice Better Pros

For nutritionists, dietitians, functional health coaches, and wellness consultants who need more discovery calls.

Search-focused services

CareFlow workflows match the exact follow-up problems clinics search for.

Whether the need is med spa lead follow-up, GLP-1 consult booking, missed-call recovery, or AI front desk support, CareFlow starts with the workflow most likely to recover existing demand.

Med Spa and Aesthetics

AI appointment setting for med spas, med spa lead follow-up automation, aesthetics clinic lead nurture, body contouring consultation follow-up, and AI receptionist support for treatment inquiries.

Weight Loss and Hormone Clinics

Weight loss clinic lead follow-up, GLP-1 appointment booking, medical weight loss lead conversion, hormone clinic follow-up, TRT consult booking, and BHRT lead recovery.

Wellness and Functional Medicine

Wellness clinic appointment setting, IV therapy lead follow-up, functional medicine appointment setting, chiropractic appointment follow-up, Practice Better discovery-call booking, and health coach lead nurture.

Dental and New Patient Booking

Dental clinic appointment setting, dental implant consult follow-up, Invisalign consultation booking, new patient booking automation, missed-call recovery, no-show recovery, and appointment reminder workflows.

How it works

Installed like a system, not a one-off chatbot.

CareFlow Setter is built around your lead sources, qualification rules, calendar process, human handoff rules, and follow-up needs.

01. Map the offerWe identify your niche, service lines, lead sources, intake questions, and appointment value.
02. Build the setterWe configure the AI voice and messaging flow around your booking and qualification rules.
03. Connect the workflowLeads can route into your CRM, calendar steps, notification email, and human follow-up paths.
04. Launch and improveWe test real conversations, review missed opportunities, and improve the script over time.
AI call campaigns

Built for the phone work health and wellness teams do every day.

CareFlow Setter can support inbound reception, missed-call recovery, appointment reminders, no-show recovery, and old lead reactivation for practices that depend on consults and patient appointments.

Inbound reception

Answer new callers fast

CareFlow answers basic questions, captures service interest, and pushes qualified callers toward the next appointment step.

Missed calls

Recover missed demand

Missed calls can trigger text-back, call-back, and handoff workflows so patients and prospects do not disappear.

No-shows

Reschedule lost appointments

CareFlow can follow up with missed consults, offer reschedule options, and alert staff when a human touch is needed.

Reactivation

Wake up old leads

Run approved call campaigns for old inquiries, dormant consult requests, and past patients who may be ready again.

Outbound cold calling

Call approved lead lists

Use a CareFlow voice campaign to call opt-in or approved wellness leads, qualify interest, handle common objections, and book the right consult calendar.

Lead calls CareFlow qualifies CRM updates Appointment booked
Template library

Start with workflows already shaped for the niche.

CareFlow Setter uses install-ready templates for med spas, dental clinics, wellness centers, primary care, Practice Better professionals, no-show recovery, and old lead reactivation.

Consult flow

Med Spa Consult

Treatment interest, timeline, location, and consultation readiness.

View flow
New patient

Dental New Patient

New patient routing, urgency, appointment type, and staff escalation.

View flow
Discovery call

Practice Better

Goal, readiness, program fit, and consult booking for wellness pros.

View flow
Recovery

No-Show Recovery

Soft rebooking logic for missed appointments and lost momentum.

View flow
Staff visibility

Every call and conversation becomes something your team can review.

CareFlow is not only a voice or chat experience. It gives staff the operational record they need to follow up with confidence.

Conversation record

Summary and transcript

See what the lead asked, how they answered, and where the conversation stopped.

Qualification fields

Fit, urgency, service interest

Capture the details staff need before they call, text, or book the prospect.

Human handoff

Know who needs attention

Flag high-value, sensitive, confused, or urgent prospects for staff review.

Revenue proof

Booked and recovered

Track booked appointments, recovered missed calls, no-show saves, and reactivated leads.

Content that creates demand

CareFlow Social Growth Engine feeds the appointment setter.

Health and wellness teams need more than a receptionist. This add-on gives them monthly content angles, post ideas, captions, video scripts, and follow-up prompts that drive people toward a call, consult, or booking request.

Monthly content system

30 health and wellness post ideas

Built around service education, objections, proof, urgency, seasonal offers, and appointment-focused calls to action.

Lead nurture copy

DM, email, and SMS prompts

Short follow-up language that moves interested prospects into CareFlow Setter instead of letting them stall.

Campaign rhythm

Weekly themes and offer angles

A simple monthly plan your team can publish, test, and connect back to consults, discovery calls, or appointment requests.

CareFlow pricing

AI Front Desk setup and monthly maintenance.

CareFlow packages phone, SMS, email, WhatsApp, and booking together so health and wellness teams have one front door for every inquiry.

Client-facing offer

AI Front Desk

$1,497 setup fee

30 days free maintenance included, then $497/mo

One Offer for every channel: Phone, SMS, Email, WhatsApp, and Booking.

  • Phone answering and missed-call recovery
  • SMS and WhatsApp lead follow-up
  • Email nurture and owner notifications
  • Booking flow with calendar handoff
  • Selected workspace setup for the client team
  • Monthly maintenance, workflow tuning, and support
Core system

CareFlow Appointment Setting

$997 setup

$297/mo
  • AI appointment-setting workflow
  • Lead qualification and follow-up logic
  • Booking flow and dashboard setup
  • Starter health and wellness templates
Health & wellness voice

CareFlow Voice Add-On

$497 setup

$197/mo
  • Health and wellness voice script
  • Dedicated number setup
  • Missed-call and no-show recovery
  • Appointment reminder flow
Social growth add-on

CareFlow Social Starter

$497 setup

$297/mo
  • 30 monthly post ideas
  • Weekly campaign themes
  • Caption and CTA direction
  • Lead nurture prompts
Add Social Starter
Social pro add-on

CareFlow Social Pro

$997 setup

$497/mo
  • 30 ready-to-post captions
  • 10 short-form video scripts
  • DM and email follow-up copy
  • Monthly offer campaign
Add Social Pro
Campaign add-on

Recovery or Reactivation Campaign

$297 setup

$149/mo per campaign
  • Lead reactivation campaign
  • No-show recovery workflow
  • CRM tagging and campaign reporting
Extra number

Additional Voice Number

$49/mo

For locations, providers, or campaigns
  • Dedicated number assignment
  • Dashboard visibility
  • Campaign routing support

The AI Front Desk package is the recommended client-facing offer. Voice usage, call minutes, carrier fees, WhatsApp messaging costs, and high-volume traffic may be billed separately or subject to fair-use limits.

CareFlow Setter

If one booked consult is valuable, slow follow-up is expensive.

Book a strategy call or talk to the CareFlow voice AI to see how this could work for your health and wellness business.

Book a Strategy Call