Fast onboarding
Bookings + reminders built-in
Scales with your clinic
Lead tracking
Capture enquiries and follow-ups.
Patients
Convert leads into patient profiles.
Treatment plans
Structured plans with status + dates.
Consultations
Track notes, outcomes, and next steps.
Events & bookings
Schedule, reschedule, and track visits.
Reminders
Email/SMS/in-app notifications for bookings and events.
Start with the core workflows. Add advanced modules as your clinic requests them.
A clean pipeline for enquiries, follow-ups, and conversion to patient records.
Track consultation notes, outcomes, and next steps tied to the patient journey.
Plan care with timelines, statuses, and ownership across your clinic team.
Schedule, reschedule, and manage patient bookings with staff visibility.
Create events for consults, follow-ups, sessions, and recurring visits.
Trigger reminders for upcoming bookings/events to reduce no-shows.
Send confirmations and reminders to patients and internal staff.
Send time-sensitive appointment alerts via SMS (provider of your choice).
Track pipeline status, upcoming bookings, and patient workload in one place.
Securely store and retrieve patient documents and reports.
Role-based access for admin, doctors, and staff.
Summaries, suggestions, and faster documentation.
A simple flow that mirrors clinic operations.
Add enquiries from calls, WhatsApp, website forms, and walk-ins.
Convert to patients, run consultations, and keep a clean patient timeline.
Schedule bookings and events, then send reminders to reduce no-shows.
Start simple and expand as needed. Replace “Custom” with your numbers when ready.
Lead tracking
Patients
Consultations
Treatment plans
Bookings + events
Basic reminders
Everything in Starter
Multi-user
Multi-clinic support
Email + SMS reminders
Internal notifications
Priority support
Document storage
RBAC
AI features
Advanced audit & compliance
Tell us your clinic workflow — we’ll show you how Plano can manage leads, patients, consultations, bookings, and automated reminders.
Booking confirmations (email/SMS)
Appointment reminders (email/SMS/in-app notifications)
Internal staff alerts for schedule changes
Follow-up reminders after consultations and treatment milestones
Clinic type (dermatology, rehab, aesthetics, etc.)
How bookings happen today (call/WhatsApp/website/walk-ins)
No-show rate and reminder preferences
Team size (doctors + staff) and access needs
Prefer WhatsApp/email instead? Add your contact details here.