Done-for-you snapshot for health & wellness businesses
Consultation funnels, programme delivery and adherence tracking for wellness practitioners.
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Practitioners selling programmes and packages rather than single sessions.
A free session happens, goes well, and no structured path leads to enrolment.
Motivation fades and nothing catches the slip before it becomes a cancellation.
Health history and consent forms are emailed, chased and re-emailed for every client.
End to end
Here is what actually happens when a client finds you, once the Health & Wellness snapshot is imported and switched on.
Website
The snapshot brings its own website. Programme pages, practitioner bio and intake, all branded to you, all pointed at one thing: getting a client to enquire instead of leaving.
Swap the logo, colours and business details on one settings screen and every page updates.
Intake form
Rather than "name and email", the intake captures their symptoms, what they have already tried and what they want to change. That is the difference between a lead and a lead you can actually price.
Enrolled
Nobody types anything. The form creates the record, tags it against what they came for, and the automation takes it from there.
Auto reply
An automatic reply confirms the session, sends the intake questionnaire and the prep notes, sent while they are still on the page. Speed is the whole game here: the wellness practitioners that replies first usually wins the job.
The sequence keeps going if they do not answer: follow-ups on day one, day three and day seven.
Chat widget
The widget sits on every page and fields do you work with this, how long does it take, what does it cost. When the answer is good enough, it books the discovery session without waiting for you.
AI receptionist
A call at 10 PM from someone still looking for answers does not go to voicemail. The AI voice agent picks up on the first ring, asks the qualifying questions and books straight into the calendar.
Any call it cannot handle fires a missed-call text back within seconds, so the thread stays open.
Pipeline
Everything lands on one board, in the stages this trade recognises: Enquiry, Discovery booked, Plan presented, Programme started, Programme complete. Nothing sits in an inbox where you cannot see it.
Review
Once the card reaches Programme complete the selling stops and the asking starts. As soon as the client finishes their programme, the client gets the review request.
How that request is filtered is worth its own section, below.
Problem and fix
Every claim below names the mechanism behind it. If a feature is not doing a job on this list, it is not in the Health & Wellness snapshot.
The problem
A free session happens, goes well, and no structured path leads to enrolment.
What removes it
Email and SMS keep going out on day one, three and seven without you remembering. The client hears from you more times than a competitor bothers with.
The problem
Motivation fades and nothing catches the slip before it becomes a cancellation.
What removes it
The discovery session is booked against real availability, then confirmed and reminded twice before it happens, which is what actually cuts no-shows.
The problem
Health history and consent forms are emailed, chased and re-emailed for every client.
What removes it
Do you work with this gets answered in the moment, instead of the client closing the tab and asking someone else.
The spec sheet
Every feature ships pre-built inside your GoHighLevel, tuned for wellness practitioners and installed within 24 hours.
A 24/7 AI voice agent answers the phone, qualifies new clients and books the discovery session. Even at 10 PM looking for answers.
A website chatbot that holds a real conversation with clients, answers the questions they always ask, and books the discovery session without you touching it.
Reminders, no-show recovery, programme renewal prompts and adherence check-ins. Every client touchpoint handled over SMS.
Auto-reply to Google reviews and Business Profile questions in your own tone, within minutes, around the clock.
Capture Instagram DMs, qualify the client with AI, and route them straight into a booked discovery session.
Instant Messenger replies that pre-qualify new clients and hand off to your team only when a person is genuinely needed.
Ask happy clients for a Google review at the right moment after the session, and route anything negative to you privately first.
Online booking that respects real availability, layered reminders and one-tap rescheduling, so the discovery session calendar stays full and no-shows drop.
Client pipelines, a consistent tagging scheme, lifecycle flows and dozens of pre-built workflows. The brain of the snapshot.
A branded website built for wellness practitioners, with online booking, programme pages, practitioner bio and intake. Included, not an add-on.
The complete GoHighLevel snapshot. Every funnel, pipeline, workflow, template and AI prompt, tuned for wellness practitioners.
Discovery sessions end inside a follow-up sequence that presents the programme properly.
Check-ins and progress prompts catch drop-off before it becomes a cancellation.
Health history and consent captured digitally as part of booking.
Review harvesting
Asking for reviews by hand does not survive a busy week. The Health & Wellness snapshot asks every client automatically, then sends them down one of two paths depending on how they rate you.
The workflow watches for the client finishes their programme and sends the request itself, by text and by email, without anyone adding it to a to-do list.
The same link sits behind a QR code you can put in the completion email and on the clinic QR card. Scanning it opens exactly the same form.
The form opens on five stars and nothing else. Whatever the client taps routes them, and they never see the other path.
A five-star tap skips the form and opens the review box on the platform they choose, already loaded. The client types one sentence and it is public.
Ends up public
Four or below and the public platforms never appear. They get a feedback box, it lands on their contact record, and you get a notification the same minute.
Stays private, lands on your desk
The result is a Google profile that reflects the clients who were happy, and an inbox that hears from the ones who were not. Both of those are worth more than a review request you never send.
History, goals and consent captured at booking rather than chased afterwards.
Preparation, reminders and a structured post-session enrolment sequence.
A membership area holding protocols, resources and session recordings.
Scheduled prompts that surface the week-three slip before it becomes a cancellation.
Client-reported measures captured on a schedule and charted back to them.
Completion triggers a results summary and a continuation offer.
Payback
One question decides whether this is worth buying: how many clients does it need to bring back. Type your value of one programme and find out.
At $800 per programme, the Health & Wellness snapshot pays for itself after
2programmes
One-time price $850. Everything after that is yours.
Illustrative arithmetic using the figure you enter. It is not a forecast, a guarantee or a claim about typical results.
The AI receptionist takes the call, asks what you would ask, and books it. You are not stopping mid-session to answer do you work with this.
A call at 10 PM from someone still looking for answers gets answered at full attention. That is the window most wellness practitioners lose entirely.
Form to contact record to pipeline to review request, with no manual entry anywhere in the chain.
The sequences run on their own. Most clients that go cold do so because nobody followed up a third time.
Complete GoHighLevel sub-account builds. Funnels, sites, pipelines, calendars and automations in one import.
A full site plus the campaign funnels the industry actually converts on, all mobile responsive.
Lead capture, nurture, reminders, review requests and reactivation, wired and ready to publish.
Opportunity pipelines named for how this industry sells, with automation attached at each stage.
Booking calendars configured with realistic durations, buffers and availability rules.
Qualifying intake forms that branch by enquiry type and feed the right pipeline.
Every message in every sequence written for the industry, not filled with placeholder text.
One settings screen drives business name, contact details, links and branding across every asset.
A consistent tagging scheme so segmentation and reporting work from day one.
Pre-session
Health intake and consent completed before the first appointment
Weekly
Adherence check-ins that catch drop-off early
Portal
Protocols, resources and recordings in one client-facing area
| Building it yourself | Health and Wellness Snapshot | |
|---|---|---|
| Time to a working build | 3 to 6 weeks of evenings | Same day |
| Copywriting for the industry | Written from scratch or borrowed | Included and industry-specific |
| Automation logic | Designed and debugged yourself | Built and tested |
| Ongoing updates | Your own maintenance | Free for a year |
| Reuse across clients | Rebuild or clone manually | Unlimited installs |
Done for you
The snapshot is not the end of it. You get 20 hours of hands-on customisation, usable across the 15 days that start once your snapshot is delivered.
No developer, no export files and no waiting on a build queue.
Have us install itCheckout completes and the snapshot share link is emailed to you within 24 hours. Check your promotions and spam folders as well as your inbox.
Open the link while logged into your agency account and choose the sub-account to load it into. HighLevel handles the import.
One settings screen holds business name, phone, address, booking link and brand colours. Every asset reads from it.
Attach your phone number, email sending domain, calendar and payment processor. The automations are already wired to use them.
Workflows ship paused so nothing fires before you are ready. Publish them once you have tested with your own details.
Something not covered here?Email usand a person will answer.
Templates avoid medical claims and diagnostic language. Check the copy against your own professional body's advertising rules before publishing.
Yes. Cohorts run as separate programmes with their own portals, schedules and check-in cadences.
Health intake sits inside HighLevel with its HIPAA setting enabled on qualifying accounts. Review your own data protection obligations for your region.
In five steps, all automatic. The prebuilt site captures the client on an intake form that asks their symptoms, what they have already tried and what they want to change. Submitting it creates the contact, tags it and starts the workflow. An email and SMS go out in seconds that confirms the session, sends the intake questionnaire and the prep notes. Anyone who will not fill a form gets the AI chat widget or the AI receptionist instead. The contact then sits in a pipeline running Enquiry, Discovery booked, Plan presented, Programme started, Programme complete, with automation attached to each stage.
It asks every client automatically as soon as the client finishes their programme, by SMS and email, and via a QR code you can put in the completion email and on the clinic QR card. The rating they tap decides the path: five stars opens Google, Facebook or Trustpilot with the review box ready, while four or fewer opens a private feedback form that saves to the contact record and alerts you instead.
It answers. A call at 10 PM from someone still looking for answers is picked up on the first ring, asked the qualifying questions you would ask, and booked straight into the calendar. Anything it cannot handle triggers a missed-call text back within seconds, so the conversation is still open when you get to it.
That is arithmetic rather than a promise: divide the one-time price by your value of one programme. The calculator on this page does it with your own figure. Because the price is one-time and installs are unlimited, everything past that number of programmes is margin.
A snapshot is HighLevel's native way of packaging a whole sub-account configuration. It captures funnels, websites, workflows, pipelines, calendars, forms, triggers and custom values as one transferable object. Loading a snapshot recreates that entire setup inside your own sub-account in a single step.
You receive a share link. Open it while logged into your agency account, pick the sub-account to load it into, and HighLevel imports everything. Then swap the custom values for your own details.
Loading a snapshot adds its assets alongside what is already there. It does not delete your existing funnels or workflows, though duplicate names can appear. Load into a fresh sub-account first if you want a clean look.
Yes. Your licence covers unlimited installs across sub-accounts you own or manage. What it does not permit is reselling or redistributing the snapshot file itself as a product.
Any agency plan works. Some features such as automated SaaS provisioning need the SaaS Pro tier, and those are flagged on the products that use them.
Email support with your sub-account ID. Most import issues come from a missing phone number, an unverified sending domain or a payment processor that has not been connected yet.
Start your GoHighLevel account through our link and we will take 15% off any snapshot you buy. Email us the account you signed up with and we apply it to your order.
We earn a commission if you sign up through that link, at no extra cost to you.Full disclosure.
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