Wellness Clinic · 4 Locations + Telehealth
Clinic CRM Rebuild
A growing wellness clinic with four locations had an owner stuck in the weeds. Orders were typed by hand, billing lived in one tool and scheduling in another, and there was no way to reward the partners sending new patients.
I rebuilt their whole customer system from the ground up. Orders, invoices, memberships, and scheduling now run themselves — and every referral partner gets paid automatically when an invoice is paid. The owner runs the business now, not the paperwork.
System for orders, billing & scheduling
Locations + telehealth
Referral partners onboarded
Commission on every paid invoice
What Was Built
An Order Flow That Runs Itself
A customer fills out one form. The system creates the sales order, builds the invoice, and sends a Pay Now link — no typing, no double entry. What used to be the owner's busywork now just happens.
One Place to Run the Business
Orders, memberships, billing, and scheduling used to live in separate tools that didn't talk. Now they live in one system, so the owner sees the whole business in one view instead of chasing it across screens.
Partners Paid on Autopilot
Each referral partner gets a personal link. When an invoice is paid, the partner is credited automatically. Payouts are simple to check and hard to argue about — no spreadsheet math, ever.
Front Desk Checkout
A simple counter app for staff at each location: take a card payment or start a membership in a few taps. Coupons and family discounts work at checkout, so lines move and staff don't improvise.
The Schedule Board Staff Already Loved
The clinic left its old medical software — but the front desk loved its day-view calendar. So I rebuilt it inside their new system: provider columns, 15-minute slots, patient check-in, and it works on a phone.
The Win
Ten partners send new business, every paid invoice records its own commission, and the owner sees exactly which partner drove which revenue in one weekly view — without a single spreadsheet.