INTENTIQ Platform Update: 10 New Features to Help Your Clinic Grow
10 new ways INTENTIQ helps your clinic grow
Our biggest update yet puts clients in control, protects your diary, and automates the entire client journey — from first enquiry to lifelong membership.
This release is all about two things: client experience and clinic growth. Your clients get self-service control over their appointments; you get the sales, marketing and automation tools to turn more enquiries into loyal, returning patients — all inside the same CQC-ready platform you already trust. Here’s everything that’s new.
Put clients in control
Self-service rescheduling
Clients can now reschedule their own upcoming appointments directly from their portal, choosing from live available slots. Availability checking respects your clinic hours, existing bookings, Google Calendar conflicts and holidays — with grace-period warnings for last-minute changes. Fewer phone calls, fewer no-shows.
Self-service cancellation
Clients can cancel their own appointments with an optional reason, governed by the cancellation grace period you configure per appointment type. The slot is freed instantly for rebooking, with a full audit trail on every change.
Protect your revenue
Deposit payment flow
Appointments that require a deposit now show a clear deposit banner during booking, with Stripe checkout to collect payment up front. Deposit status badges appear across both admin and client views — protecting your most valuable diary time against no-shows.
Waitlist management
When an appointment type is fully booked, clients can join a waitlist instead of walking away. The moment a slot opens, notify waiting clients with one click and convert them straight into a booking — all from the Appointment Settings page.
Gift voucher system
Create monetary or treatment-based gift vouchers with unique codes, expiry dates and partial-redemption support, plus full redemption tracking. A ready-made revenue stream for birthdays, referrals and the festive season.
Membership & package management
Sell prepaid treatment bundles and recurring subscription plans, with session tracking, redemption logging and configurable discounts — turning one-off clients into predictable, recurring revenue.
Win & keep more clients
Lead Pipeline & CRM
A full Kanban board and list view to move every sales lead through your pipeline — New, Contacted, Consultation Booked, Quoted, Won/Lost — with drag-and-drop stage changes, lead capture forms, rich detail panels and conversion summary cards. Stop losing enquiries in your inbox. Learn more →
Client Journey Automations
A rule-based workflow engine that reacts to lead stage changes, appointments, treatments and memberships — firing SMS, email, task creation, stage updates, notes or staff assignments, with optional delays. Set your follow-ups once and let the platform run them forever.
Support that closes the loop
Support ticket module
End-to-end support ticketing with client submission, structured resolution workflows and a dedicated admin management page — complete with AI-generated resolution summaries built into every closure notification.
All ten features are live now for every INTENTIQ clinic — no upgrade, no extra module to buy. They’re part of the same integrated, CQC-ready platform, so everything talks to everything else: a new lead can flow through your pipeline, book a deposit-secured appointment, join a membership, and trigger an automated welcome journey — without a single manual step.
Want a tour of what’s new?
Book a 20-minute walkthrough and we’ll show you how the 2026 update helps your clinic grow.