How it works

Every workflow, and exactly why it isn't already covered.

We checked what the major booking systems, Cliniko, Nookal, Halaxy and PracSuite, already do natively before building anything, so we're not selling you a rebuild of a feature you're already paying for.

Your booking system whatever your clinic runs
RetainMore watching, around the clock
The patient's phone the right message, on time

A cancellation, a no-show, an enquiry: RetainMore sees it in your booking system the moment it happens, and the follow-up leaves before anyone at the desk could have.

The universal pillars

True regardless of which booking system you run. No booking system covers any of this natively.

Faster replies to new enquiries

A web or booking-widget enquiry gets an immediate, specific reply about your own services and pricing. Straightforward questions get answered right away. Anything unclear gets a quick human check first.

Messaging that fits each patient

We work out each patient's own no-show pattern from their appointment history. Patients who tend to miss appointments get the fuller follow-up sequence. Reliable patients get a lighter touch, layered on top of whatever your PMS already sends.

One dashboard for how your clinic is retaining patients

Your booking system reports on bookings and invoices. We build the view that shows retention and growth: reply rates, recall conversion, no-show trend, in one place, so you can see what's actually moving.

A regular check on how your clinic looks online

A recurring look at your online presence: review count and rating against local competitors, how easy your site is to book from, the local search basics, with clear recommendations, not just a report nobody reads.

Care plan and referral expiry tracking

A GP Chronic Condition Management Plan (which replaced the old EPC and CDM items on 1 July 2025) covers five allied health sessions a calendar year, shared across every discipline, resetting 1 January. GP referrals expire separately. We track session count and expiry date per patient and prompt before it lapses, so fewer patients drop off simply because paperwork ran out. How much of it we can track depends on what your booking system exposes, which the audit establishes before anything is promised.

The PMS-specific gap-fillers

We only promise these once we know which booking system you run, because the honest answer changes depending on the system, and we'd rather tell you that upfront than get caught out mid-pitch.

CapabilityClinikoNookalHalaxyZanda
Pre-appointment remindersNative, day-onlyNative, 24hr + same-dayNative, 1- or 2-wayNative, SMS + email
No-show follow-upNative, semi-autoNative, per appt typeNative (Follow-ups)Native
Recall and reactivationManualNative, automatedNative, automatedNative, automated
Hour-level urgent remindersDay-onlyNativeNativeNative
Cancellation waitlist backfillNot foundAdvertised as automaticList, manual to actionNative, incl. self-serve
Review generationNot foundNot foundNot foundNot found
Answering a new enquiry after hoursNot foundNot foundNot foundNot found
Follow-up weighted by each patient's own historyNot foundNot foundNot foundNot found
Retention and growth in one viewNot foundNot foundNot foundNot found

Based on our own audit of each platform's documented features. The rows above the line are the basics, and your system probably handles most of them already: where one says "native" we build alongside it, never instead of it, and we will not charge you for something you have. The rows below the line are where every system comes up empty, and that is the part worth paying for. If your system isn't in this table, you are not disqualified: we run this same check on whatever you use, before quoting anything.

How we actually build it

The same four steps for every clinic. What changes between tiers is which workflows are in scope, not how carefully any of them get built.

01

Audit

We check what your specific booking system already does natively, and whether it's actually switched on and being used. A lot of clinics are already paying for automation that's sitting unused. This check is a one-time cost, bundled into the setup fee, and it's never used to justify the monthly retainer.

02

Build

Workflows connect directly to your booking system so nothing needs re-entering by hand. They run on clear rules, not a model guessing what to do, so the same trigger produces the same result every time. A Starter build is live within 7 business days of getting access, or the setup fee is refunded.

03

Test run

Every workflow is tested against real appointment and patient data from your system before it goes live. Not launched blind and fixed later.

04

Monitor

The retainer covers ongoing monitoring and maintenance. If something breaks, or a workflow needs adjusting as your clinic changes, that's on us to catch and fix, not a support ticket you have to chase.

Let's map the gaps for your system.

15 minutes. Tell us which booking system you're on and we'll tell you exactly what's real for you.

Book 15 minutes with Marcus

No pitch deck. No obligation. Just the numbers.