A clinic runs more smoothly when the day is in one workspace
Updated 2026-10-24
A working clinic has new enquiries, people who already come, visits on the calendar and tasks that still need a person. BizUply can hold that operational work. It does not store a chart, a diagnosis or a regulated medical record.
A working clinic has new enquiries, people who already come, visits on the calendar and tasks that still need a person. BizUply can hold that operational work. It does not store a chart, a diagnosis or a regulated medical record.
New enquiries for a visit
Someone asks for a time from the website form, from a Meta lead form when that connection is active, or by being added in the CRM. The lead keeps a source and one of six statuses: new, contacted, interested, converted, lost or old lead.
Staff can write a note and open a dated task. The task is the next call or the next confirmation, not a clinical instruction.
The appointment calendar
Hours are set for each day. Each service has a duration and a price. The calendar offers openings in steps of 15 minutes. A client can book on the public page when that page is on, and a confirmation email goes to the client and the clinic.
Appointments belong to the business plan, at $99 per month or $990 per year. CRM only, at $49 per month, does not include the calendar.
The relationship, not the chart
The client file holds contact details, the source, notes, tasks and the appointment. A payment status on the appointment is a field. It is not an automatic card charge.
Diagnosis, imaging and any record a regulator expects stay in the clinical system the clinic already uses.
More than one person on the same day
People who share the account see the same leads and the same calendar. What each person can open follows the roles already set on the account. This page does not add a permission model.
On the business plan, an automation can create a follow-up task when a lead is new. It does not send a clinical message by itself.
FAQ
How does a clinic manage appointments here?
Set the hours and the service catalog. The calendar builds 15-minute openings from those settings. Clients can book on the public page when it is turned on.
How do new enquiries get tracked?
A form or a manual entry creates a lead with a source and a status. Notes and dated tasks keep the next step on that lead.
Can several staff members use it?
Yes, inside one business account. Access follows the roles already configured. This page does not invent a new role.
Is client information a medical record?
No. BizUply keeps the business relationship and the appointment. It is not a medical-records system and it does not claim HIPAA or clinical compliance.