Verdant: Wellness Practitioners

The consultation request and new-client intake forms drop leads straight into the studio's CRM, tagged by focus (pain and injury, stress and sleep, gut and nutrition, women's health) so the front desk can match each person to the right practitioner and confirm the first visit.

Clients log into a branded Client Portal to view their care plan, e-sign intake and health-history forms, book and reschedule sessions, pay invoices, manage wellness packages, and message their practitioner between visits.

A searchable Help & FAQ panel slides in from the edge of every page. You configure the articles right in the builder — answer what to expect at a first acupuncture or massage visit, cancellation and intake policies, and what to wear or eat beforehand, so the questions never become a phone call.

A configured chat widget ships on the theme from day one. Logged-in portal clients are matched to their CRM record automatically, and after-hours messages convert to email follow-ups so your practitioners can reply between sessions.