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FAQ
Questions, answered
Still unsure? Our team replies on WhatsApp within minutes.
Can it capture enquiries from our website, Google and lead ads?
Yes. Website forms, Google Business calls and Meta and Google lead ads post straight into the CRM, and enquiries from listing sites can be imported by email parsing and de-duplicated against existing patients.
Will patients get a WhatsApp message automatically?
Yes. The moment an enquiry arrives, the patient receives an approved WhatsApp template with the doctor, slot and clinic location, followed by an email confirmation.
How does the automatic IVR call work?
Two minutes after the enquiry, the IVR rings the assigned front-desk executive and connects them to the patient. Every call is recorded and logged on the patient timeline.
Is patient data kept private?
Each clinic's data is isolated in its own workspace with role-based access, so doctors, receptionists and billing staff see only what they need. Medical notes are never sent in marketing messages.
Can it handle multiple doctors and branches?
Yes. Each doctor has their own schedule and slot length, and each branch has its own WhatsApp number, IVR line and reports, all under one login.
What is this platform and what can it do for my business?
Our platform is an all-in-one CRM and messaging-automation suite. You can capture and manage leads, run WhatsApp and social-media campaigns, build chatbots and AI assistants, send email marketing, and support customers from a single shared inbox - all under one login and one bill.
How does the WhatsApp integration work?
You connect your own WhatsApp Business number to the platform in a few clicks. Once connected you can send campaigns, run automated chatbots, share a team inbox and manage templates. We build for the official WhatsApp Business policies, so you stay compliant while you scale your messaging.
Do my contacts need to opt in before I message them?
Yes. You should only message people who have given you clear consent to be contacted. This keeps you compliant with the WhatsApp Business Messaging Policy and data-protection laws, protects your sender quality rating, and leads to far better engagement. Our tools help you collect and track opt-ins.
How does billing work?
Plans are billed in advance, monthly or annually, and renew automatically until cancelled. Payments are processed securely by trusted third-party payment gateways - we never see or store your card details. You can view invoices and manage your subscription anytime from your dashboard.
Can I cancel anytime? What is your refund policy?
Yes - you can cancel your subscription at any time from your dashboard, with no cancellation fees. Your plan stays active until the end of the paid period. New customers are covered by a 7-day money-back guarantee on their first purchase. See our Refund Policy page for full details.
Is my data secure?
Yes. All connections are encrypted with HTTPS/TLS, passwords are stored hashed, and access to your workspace is controlled by roles and permissions. Your business data belongs to you - we never sell it, and you can export or delete it at any time. See our Privacy Policy for the full picture.
Is there a mobile app?
Yes - our mobile app lets you manage leads, chat with customers, and monitor campaigns on the go, for both Android and iOS. Everything stays in sync with the web dashboard, so your team can work from anywhere.
How do I get help if I am stuck?
Our support team is available via the Contact Us page, email and WhatsApp during business hours. General enquiries are answered within one business day, and support requests within 24 hours - faster on higher plans. We also keep this FAQ and our documentation up to date.
