Persona for health and wellness

Fewer phone calls. More booked appointments.

“Do you take my insurance? Are you open Saturday?” Those questions fill the front desk’s day. Persona answers them from your own information and sends people straight to your booking page, at any hour.

A card for every practitioner. One AI assistant. Every booking in one place.

7-day free trial No app for your clients Client details stay on your own website
A practitioner smiles in her bright studio
Training and languages up front
AI answers from approved information
Appointments booked online
Runs on your own WordPress site
The client journey

From the first question to the next visit.

Clinics live on bookings and rebookings. Persona answers the practical questions and books the visit, so your team can focus on the people in the room.

A practitioner shows his card on his phone
01The front desk

Let the card answer the common questions.

Hours, parking, direct billing, what to wear to a first visit. The card’s AI assistant answers from your clinic’s own information and links to your booking calendar.

Your front desk spends its time with patients, not on the phone.

The clinic team together
02Your practitioners

Patients book the right person the first time.

Every physio, chiro or therapist gets their own card with their training, languages and their own booking link.

Patients read about the person, then book with them.

TrainingLanguagesOwn booking linkReviewsBooking
A practitioner works late in her office
03After hours

Your clinic closes. Your card keeps answering.

Someone hurts their back on Sunday and looks for help. Your AI assistant answers practical questions and books the first opening.

It never diagnoses or gives medical advice. Anything medical is turned toward a visit.

Try Michael’s assistant
A practitioner and a referring doctor look at a tablet
04Referrals and rebooking

More patients come back, more doctors send them.

Share your card with referring offices and see which ones send patients. The card stays on each patient’s phone with a Book again button.

A Spotlight offer such as “New patient assessment” brings in new people.

Referral trackingBook againSpotlight offersReviews
Your AI assistant

Answers at 9 PM. In your words, not ours.

Meet Michael Anderson’s assistant. Michael is a physiotherapist. It answers common questions from the information the clinic has approved, and books a visit. Tap a question, or type your own.

Preview with sample answers. On a real card, the assistant uses only the information you approve and never diagnoses or gives medical advice.

Try it now
Michael’s AI Assistant AIHarbourview Physio · replies instantly
Hi! I’m Michael’s AI assistant. I can answer questions about the clinic, what to expect at a first visit, or help you book an appointment.

Preview with sample answers. Every chat is saved in Michael’s portal.

You approve what it knowsIt answers from your website, your bio and the questions and answers you write. Nothing else.
No medical adviceQuestions about symptoms or treatment are turned toward a visit with you.
Every chat on recordEach conversation is saved in your portal with the contact, so you can review it.
What you get

More than a business card. A better way to fill the schedule.

Answer the front-desk questions

Hours, parking, billing and first visits, answered by AI.

Book appointments

Patients book straight from the card, any hour.

AI meeting summaries

Capture new patients

Every request organized in your portal.

Track referring offices

See which doctors and clinics send patients.

Manage your clinic

Every practitioner gets a card in your clinic’s brand.

Referrals and bookings

Turn a doctor’s referral into a booked first visit.

When a referring office or a happy patient passes on your card, a new patient can ask for an appointment in under a minute. You see who they are, what they’re booking and who referred them.

1The prospect, on Michael’s card
Request an appointmentMichael Anderson · Harbourview Physio
I’d like to talk about

Demo only: nothing is sent or saved.

2What Michael gets
Example · updates as you type
Michael’s portal · ContactsToday, 8:42 PM
LLinda Parklinda.park@email.comAppointment requestReferral
Wants to talk about:First assessment
Referred by:Sarah Chen, existing client
Consent:Agreed to be contacted · today
Also:Asked Michael’s AI about Saturday hours
Suggested next stepCall Linda to book her first assessment, and thank Sarah for the referral.
Email to Michael: New appointment request: Linda Park
Booked on Michael’s calendarFirst assessment · Thursday 10:00 · Linda Park Sent to your CRM via Zapier
Contact requestName, email, phone and a note.
Voice messageUp to a minute, with a written copy.
AI chatEvery chat is saved with the contact.
AI meeting summaries

Be present with your patients. Let AI write it up.

With your client’s consent, Persona turns a meeting into a summary, next steps and a follow-up email for you to review. You check every word before anything is sent.

Record meeting0:00
Michael, meeting Linda ParkPractice planning meeting · on Michael’s phone

Press play to run a sample planning meeting with a referring office. The words appear as they’re said.

Only the words are saved, never the audio.

Saved on Linda Park’s contactwaiting
Notes appear here when the meeting ends.
Consent firstAsk before you record. Notes are only made when you start them, and you can delete them at any time.
Filed with the contactThe summary, next steps and email are saved on the client’s contact in your portal.
Reaches your CRMNotes can be sent to the CRM you already use via Zapier and Make.
Clinics and practices

One clinic. One look. Every practitioner.

Whether you work on your own or run several clinics, Persona keeps every card consistent. The clinic sets the brand once, and every practitioner gets their own card, AI assistant and booking link.

Try a brand
Sample brands. Set once by the clinic, applied to every card.
Michael AndersonPhysiotherapist
Michael’s AI Assistant
BookSave contact
Elena RuizChiropractor
Elena’s AI Assistant
BookSave contact
Arjun ShahMassage Therapist
Arjun’s AI Assistant
BookSave contact
Owen LeeClinic Director
Owen’s AI Assistant
BookSave contact
NBNadia BrooksFront Desk
Nadia’s AI Assistant
BookSave contact

Swipe to see each practitioner’s card →

Harbourview Physio · PractitionersSample data
Profile views by practitioner
Where new requests came from

Tap a number above to change the chart.

Sample dashboard with made-up numbers, to show what a clinic sees. Your own admin shows the real figures for each practitioner.

Centralized brandingLogo, colours and card style apply to every practitioner automatically.
A card for every practitionerEach practitioner has their own card, AI assistant, portal and contacts.
Engagement analyticsViews, taps, requests and AI chats for each practitioner in one place.
Team managementPractitioners edit their content only. Someone leaves? Their contacts stay with the clinic.
Side by side

A traditional business card vs. Persona for health and wellness.

Traditional business cardPersona for health and wellness
Name and contact detailsComplete professional profile
Static informationAI answers to approved questions
No way to book a visitAppointments booked from the card
Easily misplacedInstantly saved and shared
No engagement dataCard views and interactions
Difficult to updateEditable digital information
Referrals you can’t trackReferrals tracked, client by client

Patients want answers now. Be the clinic that answers.

Pricing

For one practitioner, or the whole clinic.

Every plan starts with a 7-day free trial. Pay yearly and get 2 months free.

Most practitioners start here

Solo

For an independent practitioner.

$29/month USD
  • 1 card with AI assistant
  • 300 AI chats a month
  • Booking, voice messages and meeting notes
Start free trial

Team

For a clinic team or a small practice.

$199/month USD
  • Up to 10 cards
  • 2,000 AI chats a month
  • One brand across every card
  • Team dashboard
Start free trial

Business

For growing clinics.

$599/month USD
  • Up to 50 cards
  • 10,000 AI chats a month
  • Every contact and AI chat in one admin
Start free trial

Enterprise

More than 50 practitioners, several locations.

Custom
  • More than 50 cards
  • Custom AI chat allowance
  • Company directory and hands-on setup
Talk to us

Prices in USD. Persona installs on your WordPress website.

FAQ

Questions practitioners ask.

Does the AI assistant give medical advice?

No. It answers practical questions about your clinic, hours, billing and booking, from information you approve. Anyone asking about symptoms or treatment is offered a visit with you. Persona does not diagnose or give medical advice.

Can I control what the assistant says?

Yes. It uses your website, your bio and the questions and answers you write. You can change those at any time, and every chat is saved in your portal so you can review it.

Can I show testimonials?

Yes. You choose what appears on your card, so you can leave testimonials off completely.

How do meeting notes and consent work?

You start a recording only after your client agrees. The words are turned into text, and Persona writes a summary, next steps and a follow-up email for you to review. Only the words are kept, never the audio, and you can delete notes at any time.

Where is client information stored?

Cards, contacts, chats and notes are stored on your own WordPress site. To answer a question, the text of an AI chat passes through our AI service.

Does it work with my CRM?

Yes, via Zapier and Make. New contacts, appointment request,s AI chats and meeting notes can be sent to the CRM you already use.

Does Persona make my clinic compliant?

No tool can do that on its own. Persona gives you control over your card’s content, the assistant’s answers, testimonials and consent for notes. No tool can do that on its own. Persona gives you control over your card’s content and the assistant’s answers. Don’t use chats or forms to collect health details. You stay responsible for your college’s and privacy rules, including record keeping.

Does it work with my booking system?

Yes. Persona shows your booking link inside the card, including Calendly, Acuity, Google and Microsoft Bookings, and other booking pages.

Ready when you are

Your next patient could start with one tap.

Answer the front-desk questions, book visits at any hour and see which offices send patients. Start with your own card today.