Clinic management - appointments and patients in one place
Lynxbe is built from existing modules that fit a clinic: an appointment calendar with automatic WhatsApp reminders, a patient card in CRM with history, a consent form for digital signature, treatment payment and a receipt, and a privacy layer that applies to every business. A sleep clinic gets a separate clinical module by explicit authorization.
How Lynxbe works for a clinic
There is no single module called "clinics" in Lynxbe - there is a composition of existing modules that fits a clinic: the appointment calendar is the regular booking module, the patient card is a CRM card, the consent form is a digital signing document, and treatment payment runs through the same payments module every business uses. The privacy layer that records consent and handles data requests exists for every business on the platform, not only clinics. A sleep clinic that works with studies and insurer authorizations gets a separate clinical module, enabled by explicit authorization.
What actually works for a clinic
Appointment calendar with a customer booking page
Lynxbe's regular appointment calendar serves as the clinic's booking book: a customer booking page, assignment to a service and clinician, and cancellation or rescheduling by the rules you set.
Automatic appointment reminder by WhatsApp, SMS or email
A background job sends a reminder before the appointment at the time you configure, as an approved-template WhatsApp message, SMS or email - by the channels the business set up. It is not sent manually - it runs automatically for every upcoming appointment.
Patient card in CRM with history
Every patient is a CRM card: past appointments, messages, documents and payments live on the same card. There is no handoff between a booking system and a customer system - it is the same card from the first inquiry.
Digital signature consent form
A treatment consent form is a contracts document: send a signing link, see whether the patient viewed and signed it, and set a reminder for whoever has not signed before the appointment.
Treatment payment and receipt
Close the treatment payment through the payments module, and issue a receipt or invoice through the invoicing module - the same modules every business on the platform uses, not a separate clinic integration.
Sleep clinic - a separate clinical module by authorization
A business with the clinical module enabled gets a sleep-study board, Form 17 insurer authorization tracking, and a medical audit trail. It is a dedicated module enabled only for an approved business, not part of any plan's default.
One Platform. Everything Connected.
Every module works together seamlessly. Your data flows automatically between CRM, Booking, Payments, Communications, and more.
No More Switching Apps
Everything you need in one place. No juggling between 10 different tools.
Automatic Data Sync
Customer data, bookings, payments, and communications sync automatically.
Smart Automation
Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
Unified Analytics
See your entire business performance in one dashboard with cross-module insights.
See How Modules Work Together
Click any connection to see how two modules combine to create powerful automations
WhatsApp + CRM
See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.
Booking + Invoicing
Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
Payments + Booking
Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
AI + WhatsApp
24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.
Contracts + Payments
Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.
Automation Flows
Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.
Real Example: The Perfect Customer Journey
Zero manual work. Every step automated.
Power Combinations
See how 3 and 4 modules create complete business workflows
Smart Booking Experience
Booking + WhatsApp + CRM
Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences
Automated Billing Cycle
Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
24/7 Smart Scheduler
AI + WhatsApp + Booking
Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed
Smart Call Center
Voice + CRM + Analytics
Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance
Multi-Channel Reminders
SMS + WhatsApp + Booking
Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels
Omnichannel AI Support
Voice + WhatsApp + AI
Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved
Complete Service Business
CRM + Booking + Invoicing + Payments
New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM
Intelligent Customer Engagement
CRM + AI + WhatsApp + Analytics
AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign
Deal Closing Machine
CRM + Contracts + Payments + Email
Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed
Lynxbe for clinics FAQ
Does Lynxbe have a dedicated clinics module
How is an appointment reminder sent
Where is patient information stored
How does the treatment consent form work
What is the difference between a regular clinic and a sleep clinic on the platform
Is patient information protected
We will show you how the appointment calendar, the patient card, the consent form and payment connect into one flow, without replacing your system.
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