Agentic CRM · Appointments & Clinics
Agentic CRM for appointment-based businesses
Let patients and clients book, reschedule and ask questions in any channel — while the agent protects your calendar, cuts no-shows and keeps every record tidy.
How it works
Bookings, reminders and no-show recovery.
Reception is the busiest, most interrupted role in any appointment business. The Peno agent handles booking, rescheduling, preparation instructions, insurance questions and reminders end to end, fills cancelled slots from the waitlist and hands the team a clean, complete record for every visit.
-42%
No-show rate
18h
Reception time saved weekly
+21%
Rebooking rate
Capabilities
Everything included in the appointments & clinics playbook.
Booking and rescheduling
Real availability by practitioner, service duration and location — with instant confirmation and calendar invites.
No-show reduction
Staged reminders by SMS or messaging app, plus an easy reschedule link instead of a dead-end cancellation.
Waitlist backfill
When a slot opens, the agent offers it to matching waitlisted clients in order until it is filled.
Intake and preparation
Forms, fasting instructions, what to bring and parking notes are sent at the right moment before the visit.
FAQ and triage
Fees, insurance, opening hours and service suitability answered from your own documents, with clinical questions escalated.
Recall campaigns
Six-month check-ups and follow-up visits are invited based on each client's real treatment history.
AI tools on top
Extra leverage for the team behind the agent.
Included in the workspace: the small tools that remove the remaining manual work around each conversation.
Reception copilot
Summarises each caller's history and intent before the team picks up the phone.
Recall engine
Builds recall lists from treatment intervals rather than a fixed annual blast.
Review pipeline
Requests reviews after positive visits and intercepts unhappy feedback privately.
More playbooks
Other industries we build for.
Get started
See this working on your own data.
We will connect a sample of your listings, rate card or calendar in the demo, so you can judge the output rather than the promise.