More people supported. Same clinical team.
Handling first enquiries, session bookings, waiting lists, reminders.
Every call ends with the next step already arranged.
- 00:02Caller
Hi. I've been struggling with anxiety, and I've never had therapy before. I'm not sure where to start.
- 00:10
JessicaThank you for calling. We start with a short call with Sarah, who helps find the right therapist. Thursday at 12:30 or Friday at 5?
- 00:21Caller
Friday at 5, please.
- 00:24
JessicaThat's booked with Sarah, Friday at 5. I've texted you a short form, only if you'd like to fill it in first.
- Looking for
- Help with anxiety
- Therapy before
- No, first time
- Prefers
- Evenings, in person
- Contact
- Text first, 07700 900634
- Jane: new client enquiry, adult, anxiety
- Booking: intake call Fri 17:00, 20 min, Sarah
- SMS: optional intake form sent
- 00:02
JessicaHi Anna, it's Jessica from Willow Therapy Rooms. Would you like to keep Tuesdays at 6 with James for your next four sessions?
- 00:12Caller
Yes please, that time really works for me.
- 00:16
JessicaAll four are booked, Tuesdays at 6 with James. I've texted you the dates.
- Jane: 4 of 12 sessions done, none booked ahead
- Booking: 4 weekly sessions, Tue 18:00, James
- SMS: session dates sent
- 00:02
JessicaHi Daniel, it's Jessica from Willow Therapy Rooms. A regular Wednesday space at 7 has opened with Maya. Would you like it?
- 00:12Caller
Yes, I would. I've been hoping for an evening.
- 00:17
JessicaIt's yours. Your first session with Maya is next Wednesday at 7, and I've texted you the details.
- 16:00Laura K.Weekly session
- 17:00Sam T.Weekly session
- 18:00Chris P.Fortnightly session
- 19:00Ellen W.Course completeFree · 19:00Weekly space from 15 OctDaniel ColeWaiting listWeekly session, 50 min
- BookedDaniel ColeEvenings · waiting since Aug
- WaitingGrace MillsDaytime · since Sep
- WaitingOmar AzizOnline only · since Sep
- Jane: Wed 19:00 free from 15 Oct, Maya
- Waiting list: best match Daniel Cole, evenings
- Booking: Daniel, Wed 19:00 weekly, SMS sent
- 00:02Caller
My insurer needs receipts for my sessions, and a form signed by my therapist.
- 00:09
JessicaOf course. I've emailed you receipts for all six sessions, and James will sign the form by Friday. We'll send it straight to you.
- Receipts, sessions 1 to 6Attached
- Insurer policy numberOn file
- Intake call28 Jul
- Jane: receipts found, sessions 1 to 6
- Task: James to sign insurer form by Fri
- Email: receipts sent to client
- 00:02Caller
I'm not doing well tonight. I don't feel safe.
- 00:07
JessicaThank you for telling me. I'm connecting you with Dr. Reid, our clinician on call, right now. Please stay on the line with me.
- Bookings and adminJessica
- Any safety concernClinician on call, now
- No answer in 30 secondsCrisis line, 999
- Caller
- Anna Hughes, client of James
- Said
- Not doing well, does not feel safe
- Time
- Now, 21:14
- Routing: safety concern, straight to a person
- Microsoft Teams: urgent brief to the clinician on call
- Handover: warm transfer, caller never left alone
You choose who goes to a person. How handover works · What AI does on every call
Already on these? We plug in.


- e.sveikata
Salesforce
Google Calendar
Slack
n8n
- athenahealth
- Epic
Jane
Microsoft Outlook / Microsoft 365
Zapier
- Cliniko
- NexHealth
HubSpot
Microsoft Teams
Make
Trademarks belong to their owners. Shown to name the systems we connect to, not a partnership.
Where do people fall through the gaps?
First calls that go unanswered
Every enquiry answered calmly, the right slot offered.
Waiting lists nobody updates
Cancellations offered to the next person waiting.
Missed sessions not followed up
A gentle call to rebook, logged for the clinician.
Calls after hours
Answered after hours; anything urgent goes straight to a person.