Platform Training

Not just leads. Booked appointments, automated.

Platform Training

Not just leads. Booked appointments, automated.

Grab Your Staff And Let's Get Started!

Build Forms & Landing Pages To Capture Leads

Use our drag-and-drop form and funnel builders to create landing pages that convert traffic to leads that get stored in goChiro Marketing's system.

Convert Leads With Robust Automations

Build custom nurture campaigns that send text messages, emails, voicemails, and even Facebook messages to convert leads automatically.

Our New Workflow

We've revamped our workflow to increase efficiency and conversions!

  • More engaging messaging

  • Tasks assigned to staff with call scripts

  • Ability to take pre-payment

  • Appointment Request step removed

The videos after this section are a bit dated and will be updated soon. This video should help bridge the gap to our whole system.

1) New Patient Process Overview

This video will go over the flow that new patients will go through. It's best to get a feel for their journey so you understand everything as a whole.

2) Opportunities

The opportunities board is where you will see and manage the various stages that your new patients will go through. Things to keep in mind:

  • The first two columns should never be touched they are fully automated.
  • When you move them to the last column "Review request", they will receive an email and text asking for a review.

3) Calendar & Scheduling

Pay close attention to this one. There are many different ways to schedule, reschedule & confirm your patients. Figure out what's best for your workflow! Some things to keep in mind:

  • When you schedule in the calendar view, you can schedule patients at ANY time, regardless of availability rules.
  • When you schedule in the calendar view, you can schedule patients at ANY time, regardless of availability rules.
  • Here's how to block off time manually (outside of availability) UPDATED 2022: https://www.youtube.com/watch?v=s4MGqZHjVcE

Converse With Leads & Customers In One Place

Keep track of conversations whether they happen via text message, email, phone calls, or Facebook messages. Two-way text included!

Build & Manage Your Online Reputation

Send review requests via SMS and email with the push of a button. Monitor and reply to new reviews right within the dashboard.

4) Messaging

This platform features automated messaging to your new patients. They have the ability to reply and if they do, you can converse with them inside the platform. Things to note:

  • Once they reply, they will no longer receive messages in that sequence. Ex: If they're receiving messaging to call the office to confirm their appointment and they ask "Do you accept insurance?", they will no longer get more messages relating to calling to confirm. It is on you to confirm them on the phone or via text. Note: They will still receive future campaigns like appointment reminders.
  • Use DND if someone no longer wants to receive messages.
  • When you reply in the unread tab, the message will disappear. You can switch to the recent tab to see it.

Complete Advanced Analytics Dashboard

The ability to track the ROI and Leads in a pipeline has become even easier through our advanced Dashboard. Track stats such as appointment rates, campaign effectiveness, and even response rates!

Christina Nelson

"As a business owner, it is always important to know the numbers and statistics in your company. To know your best clients, programs, what is working or not working. Many of us spend years and thousands of dollars on software that we think will help, and spend too much money, time and effort to implement. And if we can’t understand it all, we have to invest/pay another person to understand and implement it all.


As a subscriber to multiple software platforms to keep our businesses at the forefront of the industry, I can truly share this software developed by High Level, makes my job as the CEO a simpler one. Meaning I can see new clients coming in the door from multiple resources, our company follow up, conversions, current client’s information, sales, and special offers in one place."

"As a business owner, it is always important to know the numbers and statistics in your company. To know your best clients, programs, what is working or not working. Many of us spend years and thousands of dollars on software that we think will help, and spend too much money, time and effort to implement. And if we can’t understand it all, we have to invest/pay another person to understand and implement it all.


As a subscriber to multiple software platforms to keep our businesses at the forefront of the industry, I can truly share this software developed by High Level, makes my job as the CEO a simpler one. Meaning I can see new clients coming in the door from multiple resources, our company follow up, conversions, current client’s information, sales, and special offers in one place."

Christina Nelson