Everything you’d ask before starting

Managed has a free plan. Use bookings, a hosted booking website, client records and consultation forms. Payment fees, communication usage, connected providers and optional services can cost extra. See pricing.

Starter and Growth include the typed or voice AI copilot, AI booking changes, client notes and website copy. You approve the details before changes are saved. Manual campaigns and lists start on Free. Customer segmentation, automations and Canva connection require Starter or Growth; Canva needs its own account.

Clinical governance, procurement and workforce management are on Growth. See the pricing page for the full plan comparison.

Check the subscription, Managed payment fee, payment processor fees, messaging, phone usage and any optional service costs or tax. Compare what each fee applies to as well as its percentage.

Purchased credits stay until you use them. Your included credits are used first and refresh on the first of the month in your business time zone. Unused included credits expire when they refresh.

Managed has a free plan. Payment processing, the Managed fee on eligible payments, extra messages, phone services, connected providers and optional services can cost extra. You don’t need a card to create a workspace. See pricing.

Compare Free, Starter and Growth with your own payment volume on the pricing page. Processor fees, tax, messages and other costs are separate. Choose the tools you need as well as comparing fees. See pricing.

You can start with Free and choose a paid plan when you’re ready. If you already have a paid subscription, contact the Managed team to confirm the options, timing and charges that apply to your account.

Prepare booking changes, client notes and website copy by typing or speaking a request. Check the full details and approve them before saving. The copilot is on Starter and Growth.

Review AI output against the client record, your approved business information and your own judgement. Edit or discard drafts before approval. Check the exact appointment details before confirming a booking change. Treatment advice and decisions stay with your practitioner.

The AI phone receptionist is available on Starter and Growth. Phone services need a business number, call routing, provider setup and your activation. Phone and provider usage can cost extra; ask the team about the requirements for your business.

Treatment advice and decisions stay with your practitioner. AI can help with admin and your approved business information. Forms and treatment checks support your practitioner’s review.

Check the request in your workspace before trying again. A booking is confirmed once it’s saved in the diary. For phone handling, choose who should receive staff handovers and callback requests.

Managed AI features are available on Starter and Growth. Free includes bookings, client records and consultation forms without AI features.

AI prepares drafts or proposed changes. Your team reviews drafts and confirms exact booking details before changes are saved. The AI receptionist follows identity checks and exact caller confirmation for appointment changes.

You can route calls from an existing business number to a connected Managed phone service, or use a Managed number where available. Number rental, calls and setup may cost extra; confirm the routing and costs with the team before activation.

AI handles approved business information and passes clinical questions to your team. Clinical advice and treatment decisions stay with your qualified practitioner.

Yes. Start with your services, hours, diary, client records and forms. Add communication and team tools as you need them, choosing the plan that includes them.

Begin with example bookings and records. Check your provider’s contract before taking live bookings in a second system. Agree where new bookings will go when you switch so your team has one diary to work from.

Yes. Data migration from any provider is free on every plan, including photos and attachments when your export provides them. What can move depends on your current system’s exports and the records Managed supports. Review a sample import and check upcoming appointments separately. Deposits and balances need their own checks; importing a booking doesn’t transfer its payment. Setup help is free with next-day turnaround.

Setup help is free with next-day turnaround. Data migration from any provider is free on every plan. Starting with forms takes different preparation from moving a full diary, team and payments, so tell us what you need to bring across.

Our team at hello@withmanaged.com receives your request. To reserve a demo slot, choose a time and complete the booking in our Google appointment scheduler.

Contact hello@withmanaged.com. Harry is accountable for product, setup, migration, export and privacy enquiries. Data migration and setup help are free on every plan, with next-day setup turnaround. Response times outside that setup promise, support hours and deletion timetables are agreed case by case.

Yes. Managed migration is free on every plan. What can be imported depends on the export your current provider supplies; attachments and photos are included when your export provides them.

Review clients, notes, forms, attachments, services and future appointments with the team to plan your move. The available export determines the import scope; deposits and balances need separate checks.

Yes. You can keep your current website and add a link or booking button to your independent Managed booking page when you’re ready.

Share a link or QR code for the client to open, send the form by email or SMS, or offer it in person. Core forms, client records and responses are included with Free. Email and SMS sending use communication credits.

Yes. Use Managed Forms to create and share forms and review responses from your phone. You can start with forms and client records, then prepare your diary and website when you’re ready. Check the forms with your practitioner before using them.

The practitioner reviews the answers, discusses consent and decides whether treatment is appropriate. Managed keeps the information and checks together for that review.

Yes. Explore owner, receptionist and practitioner access in a demo. Talk to us about your clinic’s records, storage and export requirements before bringing sensitive information across.

Find our privacy notice, terms and Data Processing Agreement in the footer and About page. Contact hello@withmanaged.com if your business has a specific requirement.

Yes. Clients can complete consultation forms from a link or QR code on a phone, or complete them in person. A signed form doesn’t replace the practitioner’s consultation or decision.

Batch and expiry tracking and clinical stock workflows are available on Growth. Your team remains responsible for checking products and following clinic procedures.

Choose what each team member can access through workspace roles and permissions. Follow your organisation’s policies for sensitive records.

Growth includes clinical governance workflows, procurement and workforce management. Managed supports your process; practitioners remain responsible for clinical decisions.

Managed supports card payments through its connected payment provider. Check the Payments page for current methods and availability for your business.

Set deposit and cancellation rules for your services. Review the payment and cancellation details before confirming a booking; payment processing fees and any applicable Managed fee are separate.

Compare your plan subscription and Managed fee with payment processor fees, messaging or phone usage, and any optional services. The Pricing page explains what each fee applies to.

Your organisation remains responsible for the business and client information you provide. Review the Privacy Policy and Data Processing Agreement for the roles and terms that apply.

Get current hosting and subprocessor details for your setup from the Managed team. The public security information covers the published commitments rather than a hosting location for every service.

Contact the Managed team to confirm the available export format and scope for your workspace before planning a move or retention process.

Managed Forms lets your team create and share forms and review responses on a mobile device. The main workspace is available in a web browser; see the Mobile app page for current details.

Clients can use your online booking page to view available services and book. Your business controls the services, availability and booking policies shown there.

Start with the work your team needs to do: bookings, client records, consultation forms, payments, staff access and follow-up. Check which plan includes each tool, the fees that apply, and what your current system can export before you decide.

Managed includes bookings, client records and consultation forms on Free. Team tools require Starter or Growth; clinical governance, practitioner credentials and treatment permissions are on Growth. Your practitioner remains responsible for treatment decisions.

Keep treatment notes, forms and visit history on the client record. Your team can arrange follow-up appointments and reminders using the tools available on your plan. The practitioner decides what follow-up is appropriate.

Managed loyalty and memberships are available on Starter and Growth. Check the plan comparison for the current feature details and decide whether those tools fit your client programme.

Check that clients can complete forms before arrival, provide required answers and signatures, and that responses are available on the client record. Managed includes core consultation forms on Free; your practitioner reviews responses and makes treatment decisions.

Yes. Compare the workflows, plan costs, exports and specialist requirements your business uses today. See the provider comparison pages, then test essential tasks in a demo before deciding.