Leads & marketing

Turn enquiries into bookings and keep in touch with your patients.

6 guides

Leads CRMPage overviewYour board of enquiries, from new to booked, converted or lost.
Add a new leadAdd an enquiry with how they found you, what they are interested in and who is following up.
Track a lead through the pipelineMove a lead along the board as they go from enquiry to patient.
Set up the lead webhookSend enquiries from your website forms straight into your leads board.
Marketing (Coming Soon)Page overviewWhat is on the Marketing pages today.
Calia Copilot (Beta, invite-only)Page overviewCalia Copilot, the admin assistant now in an invite-only beta.

More collections

Also under “Grow and protect”.

Emails & notifications

Choose what your patients receive and what your team is told about.6 guides

Security & your data

Two-factor sign in, data protection rights and the audit log.

Still stuck?

Real people, here to help. Pick whichever suits you.

Every way to reach us, plus free setup and data migration, is on Help and support.