Run every therapy and psychology inquiry in one governed workspace. Planfix captures the request, sends it to the right specialist, schedules the visit, and shows what was delivered.
You want every call, chat, form, and messenger thread to become a task the first time. Planfix does this with channel to task intake, Planner with conditional lists, AI agents for data capture, shared calendars, and status sets with transition rules.
Turn every incoming message into a task. Email, messengers, calls, and web forms land in one queue. Nothing is lost and admins can process inquiries in order of urgency.
Use Planner where lists are built on rules. Moving a card from New Inquiry to Confirmed Session updates fields at once. Calendar and day schedule view show therapist, room, and client in one place.
One structured intake and schedule runs the center. Every inquiry is visible. Every session is confirmed, rescheduled, or canceled with a reason. Therapists see what was promised and management can open a dashboard and know the day will run as planned.
Spreadsheets and messengers lose messages. Calendar-only tools do not know the client. Generic trackers cannot reflect therapy workflows. Planfix uses status sets, transition rules, service directories, and reportable data tags to match how centers work.
Connect messengers, site forms, PBX, and calendars so every inquiry becomes a task.
