GOHIGHLEVEL SAAS MODE FOR THERAPY PRACTICES
YOUR PRACTICE.
BRANDED. AUTOMATED. SCALABLE.
Solvevare configures GoHighLevel SaaS Mode as a branded CRM and automation layer for your therapy practice. From first inquiry to ongoing re-engagement, we build the intake pipelines, appointment workflows, and follow-up sequences that keep your practice running without the administrative overhead.
Structured
Intake Automation
Automated
Billing Workflows
Branded
Client Experience
CLIENT LIFECYCLE
5-STAGE PRACTICE LIFECYCLE FLOW
New Inquiry
Intake & Screening
First Consultation
Ongoing Sessions
Re-engagement
CONCURRENT WORKFLOWS
3 PARALLEL PRACTICE WORKFLOWS
Booking & Intake Workflow
- Voice AI handles inquiry calls and answers practice FAQs
- Prospect receives automated SMS with intake form link
- Consultation scheduled and confirmed with session details
- Pre-session reminders sent via SMS and email
Session Continuity Workflow
- 72-hour pre-session reminder with session link
- 24-hour SMS reminder with easy reschedule option
- Post-session follow-up with next appointment prompt
- Recurring session billing processed automatically
Retention & Re-engagement Workflow
- Detect session gaps beyond 30 days automatically
- Send a respectful check-in with available appointment slots
- Acknowledge client milestones to strengthen retention
- Track re-engagement outcomes within the CRM pipeline
PRACTICE AUTOMATION MODULES
6 SYSTEM ENGINES FOR THERAPY PRACTICES
1
Voice AI Consultation Booking
Handles inbound inquiry calls, answers practice FAQs, and books
initial consultations directly into your GoHighLevel calendar without manual intervention.
2
Intake Form Follow-Up Sequence
Automatically sends SMS and email prompts to prospects who have not
completed their intake paperwork, keeping the pipeline moving before the first session.
3
Appointment & No-Show Reminders
Multi-touch reminder sequences delivered via SMS and email at 72
hours and 24 hours before each session, with a one-click reschedule option to reduce
no-shows.
4
Billing Workflow Automation
Manages recurring session billing cycles, sends payment
notifications, and handles failed payment recovery sequences to keep revenue flowing
consistently.
5
Client Re-engagement Sequence
Detects clients who have not booked within a defined window and
triggers a respectful outreach sequence with available appointment slots to bring them back.
6
Practice Software Workflow Connectivity
GoHighLevel operates as the CRM and automation layer alongside your
existing practice management software. Connectivity with tools like SimplePractice or
TherapyNotes can be configured via middleware where applicable.