CRM for chiropractors

CRM for Chiropractors: Streamline Your Chiropractic Practice

Focus on patient care while your CRM handles patient management and appointment booking.

CRM

From £100 a month

30-day free trial. No per-seat charges.

  • Contact management with notes and history
  • Deal pipeline with your own stages
  • Email campaigns and marketing lists
  • Online booking and embeddable forms
  • Workflow automations
  • Lead attribution

The challenges you face

What tends to get in the way for chiropractors.

  • Managing patient records and treatment history
  • Reducing no-shows and last-minute cancellations
  • Tracking patient treatment plans and progress
  • Finding new patients while running a busy practice
  • Maintaining compliance with healthcare data regulations
  • Converting initial consultations into treatment plans

How Kabooly helps

What changes once your enquiries and clients live in the CRM.

  • Centralised patient records with full treatment history
  • Online booking with confirmation emails
  • Track each patient's journey from first visit onwards
  • Manage leads from website enquiries to consultations
  • GDPR-compliant European data storage
  • Send targeted follow-up campaigns to past patients

How a chiropractic clinic runs in Kabooly

Not a feature list. This is the setup most clinics end up with.

  • Clinical records stay in your clinical software

    Kabooly does not hold treatment notes. It runs the business around them: the enquiry, the new patient journey, the recall, and the reporting. Most clinics run both, and the split keeps health data where it belongs.

  • Pipeline stages that match a course of care

    Stages are yours to define. Clinics usually land on Enquiry, Initial Consultation Booked, Report of Findings, Care Plan Active, Maintenance, and Discharged. Where patients drop out becomes obvious once it is a column rather than a feeling.

  • Funding, location and referral source on the record

    Contacts carry tags and custom fields, so you can separate self pay from insurer funded, tag by clinic site if you run more than one, and filter every list and report accordingly.

  • A new patient form that starts the journey

    Build the form, embed it on your site, and a submission creates the contact and can start an automation. The enquiry lands in the pipeline instead of on a sticky note at reception.

  • Initial consultations patients book themselves

    Set up booking types for the initial consultation, set your availability, and publish the booking widget on your site. Kabooly sends the reminder email before the appointment automatically, which is where most of the no show problem lives.

  • Recall as a list, not a memory

    Discharged patients keep a tag and sit on a marketing list, so the six month check in campaign goes out from the same system that holds their record, using your own sending domain.

Three automations worth building in your first week

Each of these is a trigger, an optional wait, and an action. Nothing to code.

  1. The enquiry that gets a same day answer

    When a form is submitted, send an email explaining what happens at a first appointment and how long it takes, and create a task for reception to call. Explaining the process early removes the main reason people hesitate.

  2. The discharged patient you never hear from again

    When you tag a patient as Discharged, wait six months, then send a check in. Returning patients are the largest untapped source of appointments in most clinics, and nobody has time to remember them one by one.

  3. The missed appointment that goes unchased

    When you tag a contact as Did Not Attend, send a no blame email with your booking link and create a task to phone. A missed appointment chased the same day usually rebooks. Chased next week, it does not.

A clinical notes tool is not a CRM, and you need the boundary

Patient names, contact details, presenting complaints and treatment notes are all personal data, and health information is special category data under UK GDPR.

Every UK chiropractor must be registered with the General Chiropractic Council, and the GCC Code of Professional Practice sets out duties around consent, record keeping and confidentiality. A CRM gives no clinical advice, but it does hold contact and appointment data that touches those duties, which is why role based access and an audit trail matter more here than in most businesses.

  • Belongs in Kabooly

    The enquiry and where it came from. Contact details. Appointment history and recall dates. Marketing consent, held separately from clinical consent. Plan of care stage and whether a patient has lapsed. Invoices and what is outstanding.

  • Belongs in your clinical records

    Presenting complaints and examination findings. Treatment notes. Imaging and reports. Clinical consent. Anything the GCC would expect to see in a patient record.

Before you automate anything, two checks

The marketing rules for chiropractic are stricter than for most businesses, and automation is exactly where practices fall foul of them.

The Advertising Standards Authority is strict about the claims a chiropractor can make in marketing material, and the GCC's Code of Professional Practice covers the same ground for registrants. Any review request, recall email or onboarding sequence sent from a CRM is marketing material. It should be read against those rules before it goes live, not after a complaint arrives, and the fact that software sent it automatically is not a defence.

  • UK or EU data hosting, with a data processing agreement on file
  • Encryption at rest and in transit, documented rather than implied
  • Role based access, so reception sees the diary and not the clinical correspondence
  • An audit trail of who opened which record and when
  • Marketing consent tracked separately from clinical consent
  • Every automated sequence reviewed against the GCC Code and ASA rules before it is switched on

What you can ignore: B2B deal forecasting, commission tracking, territory management, AI lead scoring, and cold outreach sequencing. None of it has any use in a clinic, and all of it is in the way every time you log in.

Features

Key features for chiropractors

See every feature in detail

  • Contact Management

    Keep all your customer information in one place, accessible to your whole team.

  • Deal Pipeline

    Track every opportunity from first contact to closed deal with visual pipelines.

  • Email Campaigns

    Create and send professional email campaigns to your contacts and marketing lists.

  • Workflow Automations

    Automate repetitive tasks with visual, trigger-based workflows.

  • Booking System

    Let clients book appointments directly with you, synced to your calendar.

  • Lead Attribution

    Understand exactly where your leads come from and which marketing channels work.

Pricing

Simple pricing for chiropractors

Compare the plans line by line

  • CRM Professional

    For growing businesses that need more capacity.

    £200 a month

    • 7,000 contacts
    • 10 team members
    • 10 marketing lists
    • 20 email templates
    • 20 active deals
    • 10 forms
    • 10 automations
    • 10,000 emails per month
    • Everything in Starter
    • Priority support
  • CRM Enterprise

    For larger teams with high-volume needs.

    £500 a month

    • 30,000 contacts
    • Unlimited team members
    • Unlimited marketing lists
    • Unlimited email templates
    • Unlimited active deals
    • Unlimited forms
    • Unlimited automations
    • 100,000 emails per month
    • Everything in Professional
    • Priority support
Start your 30-day free trial

Every account starts with a free trial and moves up a plan as you reach its limits.

The bundle

Also for chiropractors

Get the website, Marketing and the CRM together for £100 a month.

  • Managed Website Service

    A professional website, built, hosted and looked after for you, with business email.

    • Fully managed, so you never touch the technical side
    • Designed around your business
    • Your own domain

    £50 a month

  • Marketing

    Adverts for Facebook, Instagram and Nextdoor, written and designed around your business.

    • Advert text in your tone of voice
    • Images sized for Instagram, Facebook and Nextdoor
    • Your logo and brand colours picked up from your website

    £40 a month

  • All three

    £100 a month

    The CRM plus the other two, for one monthly price.

    Get the bundle

Questions from chiropractors

Can I store patient treatment history securely?

Yes, all data is encrypted and stored securely in European data centres. Add detailed notes to each patient record, and control access through role-based permissions.

How do I reduce no-shows and cancellations?

Send appointment reminders via email before scheduled visits. Patients can also book online, which tends to increase commitment to appointments.

Can patients book their own appointments?

Yes, share your booking link and let patients see your availability and book directly. Set your available hours and control which slots patients can take.

How do other chiropractors use Kabooly?

Chiropractors typically use Kabooly to manage patient records, track treatment history, book appointments, send reminders, and convert initial consultations into ongoing treatment plans.

Is Kabooly GDPR compliant for patient data?

Yes, Kabooly is UK-based with European data storage, making GDPR compliance straightforward. We provide tools for managing consent and handling data requests.

Can I track the patient journey from first visit?

Use the deal pipeline to track patients from initial enquiry through consultation to ongoing treatment. Customise stages to match your practice workflow.

How do I follow up with past patients?

Create marketing lists of patients who haven't visited recently, then send targeted emails to encourage them to book a check-up or follow-up appointment.

Can multiple practitioners share patient records?

Yes, team members can access shared patient records with appropriate permissions. Activity is logged so you can see who added notes or made changes.

Is a CRM the same as clinical notes software?

No, and a clinic generally needs both. Clinical software owns the patient record: findings, treatment notes, imaging, clinical consent. A CRM owns the relationship around it: the enquiry, the reply, the recall, the lapsed patient who stopped coming halfway through a plan of care. Clinical software is largely silent before the first appointment and after the last one, which is where the revenue leaks.

Can I send automated recall and review emails from a CRM?

Yes, with a step most clinics skip. The ASA is strict about the claims chiropractors can make, and the GCC Code of Professional Practice applies to anything you publish. An automated sequence is published material, so it needs reviewing against both before you switch it on. Do that once, properly, and the automation is then safe to leave running.

Does the GCC register matter to how I set up a CRM?

Indirectly but genuinely. Registration is mandatory and the Code sets duties on consent, record keeping and confidentiality. The CRM touches all three, because it holds contact and appointment data and sends things in your name. Role based access and an audit trail are the two features that let you show how that data was handled if you are ever asked.

What should a solo chiropractor set up first?

The enquiry acknowledgement and the recall list, in that order. An enquiry that waits two days is usually lost to whoever replied first, and a patient who stopped coming at session four is the cheapest appointment you will ever book. Everything else can wait a month.

Does this work for a multi practitioner clinic?

Yes, and the difference is access rather than features. In a multi practitioner clinic the question becomes who can see which records, and that is what role based permissions are for. Reception needs the diary and contact details. It does not need clinical correspondence.

CRM for chiropractors, from £100 a month

Or get the website, Marketing and the CRM together for £100 a month.