planning
Schedule appointments and tasks.
the health and care template
the team.
What you need first comes first. Rename, add or remove anyone. All roles →
customer service
Answer customer questions.
bookkeeping
Invoices, reminders and the books.
case files
Keep case files up to date and summarised.
team lead
Split up questions and bring the answers together.
orchestrator
recruitment
Write job posts and screen candidates.
content
Write copy, blogs and newsletters.
sub-agent
social media
Schedule posts and keep up with replies.
sub-agent
who works with whom.
A group decides who may ask whom, and which documents they share. See the map →
front desk
Appointments and questions.
works with records and billing and team and outreach
records and billing
Files, invoices and privacy.
team and outreach
Hiring, articles and social.
on the map, ready.
It all comes with the template. You fill in the blanks. Planned work waits for you in Review. About connectors →
connectors
- Google Calendar
- Stripe
- Asana
Placed, not connected. You connect them with your own account.
starter documents
- Appointment types
- Opening hours and policies
- Frequently asked questions
- Privacy and consent
- Month-end checklist
- Brand voice
- Content calendar
Headings and blanks. Until you fill them in, agents don't guess.
treatment protocols
An empty pack for your own files: PDF, Word, Excel or text.
other markets.
Not your market? Start on General and change anything. Match your market →