Every Feature Inside The Snapshot
From AI receptionist to review automation — every workflow tuned for U.S. wellness practices, included in the one-time $997.
Client Portal
Your logo, your colors, your protocols. Clients log in to see their plan, sessions, recipe library, recordings, and progress in one calm, branded space.
Content Library
A searchable library of recipes, protocols, education videos, and downloadable PDFs — gated per program, drip-fed by program week, branded to your practice.
Daily Check-Ins
Automated mood, nutrition, habit, sleep, and pain check-ins by SMS or email. Replies surface only when something needs your attention. Built for nutrition, weight loss, gut, hormone, and mental wellness.
Discovery Call Funnel
A high-intent funnel that screens, qualifies, books, and reminds discovery-call prospects — so your calendar fills with fit clients, not tire-kickers.
Group Program
Roll a cohort, drip lessons by week, run group accountability, celebrate winners on a leaderboard, and run renewal as a class wrap. Built for 1:many wellness scale-up.
Lifecycle Emails
Stage-aware nurture sequences from pre-purchase through maintenance — keeping clients engaged, educated, and ready to renew without you writing a single new email.
Milestone Celebrations
Weight wins, biomarker improvements, habit streaks — clients get an automated celebration text + private shoutout. The small moments that compound into massive retention.
Package & Program Onboarding
A 7-step onboarding that fires the moment a client pays — welcome video, intake, baseline capture, first protocol drop, calendar setup. Zero manual touch.
Recurring Billing
Automated monthly memberships, quarterly packages, 12-week program renewals, failed-charge recovery, and pause/resume — built specifically for wellness practice billing.
Referral Program
Milestone-triggered referral asks, unique tracking links per client, automatic credit on next billing — turn happy clients into your highest-converting sales channel.
Review Automation
Auto-detect client wins (weight goal, biomarker improvement, 30-day streak) and trigger a review ask at the perfect moment. Routes 5-star to Google, low-star to internal recovery.
Two-Way SMS
A snippet-and-AI-suggested SMS workflow that lets coaches reply to dozens of conversations a day with the warmth of 1:1 — without retyping the same answer for the 100th time.