100+ features. One platform.
The governance optimisation platform built for clinicians and clinics — patient management, clinical records, compliance, staff training, policies and audits, fully integrated from day one.
Client Experience & Growth
Ten major new tools that put clients in control, drive revenue, and automate the whole client journey — from first enquiry to lifelong membership.
Client Rescheduling
Clients reschedule their own upcoming appointments straight from their portal — with live availability that respects clinic hours, existing bookings, Google Calendar conflicts and holidays.
- Real-time slot availability checking
- Respects clinic hours, bookings & holidays
- Grace-period warnings for last-minute changes
- Fewer phone calls, fewer no-shows
Client Cancellation
Clients can cancel their own appointments with an optional reason, governed by the cancellation grace period you set per appointment type.
- Optional cancellation reason captured
- Per-appointment-type grace periods
- Slot instantly freed for rebooking
- Full audit trail on every change
Deposit Payment Flow
Appointments that require a deposit show a clear deposit banner at booking, with Stripe checkout to collect it — and deposit status badges across both admin and client views.
- Stripe-integrated deposit collection
- Deposit info banner during booking
- Status badges throughout admin & client
- Protects diary time against no-shows
Flexible Payment Options
Take payment however your clients prefer — in person or online. INTENTIQ supports card terminals, major online gateways and recurring Direct Debit, all reconciled against the client record.
- In person: iZettle, cash & card terminal — record as paid
- Stripe: charge the client’s card online
- PayPal: redirect to secure PayPal checkout
- GoCardless: Direct Debit for recurring & subscription plans
- Gift vouchers: redeem monetary or treatment codes at checkout
Waitlist Management
Let clients join a waitlist for fully booked appointment types. Notify them the moment a slot opens and convert waitlist entries straight into bookings.
- Clients self-join waitlists for full types
- One-click notify on openings
- Convert waitlist entry to booking instantly
- Managed from Appointment Settings
Lead Pipeline & CRM
A full Kanban board and list view to move sales leads through every stage — New, Contacted, Consultation Booked, Quoted, Won/Lost — with drag-and-drop and rich detail panels.
- Drag-and-drop Kanban pipeline
- Lead capture forms & detail panels
- Summary cards for conversion insight
- Never lose an enquiry again
Gift Voucher System
Create monetary or treatment-based gift vouchers with unique codes, redemption tracking, expiry dates and partial-redemption support — a ready-made revenue stream.
- Monetary or treatment-based vouchers
- Unique codes & expiry dates
- Partial redemption supported
- Full redemption tracking
Client Journey Automations
A rule-based workflow engine that reacts to lead stage changes, appointments, treatments and memberships — firing SMS, email, tasks, stage updates, notes or staff assignments, with optional delays.
- Triggers: leads, appointments, treatments, memberships
- Actions: SMS, email, tasks, notes, assignments
- Optional time delays between steps
- Set it once — it runs forever
Membership & Package Management
Sell prepaid treatment bundles and recurring subscription plans, with session tracking, redemption logging and flexible discount configuration.
- Prepaid bundles & recurring subscriptions
- Session tracking & redemption logs
- Configurable discounts
- Predictable recurring revenue
Support Ticket Module
End-to-end support ticketing — submission, resolution workflows, an admin management page, and AI-generated resolution summaries included in closure notifications.
- Client submission & admin management
- Structured resolution workflows
- AI-generated resolution summaries
- Professional closure notifications
Staff Training & Competency (Built-in LMS)
Build your own training modules, assign them to staff, and track completion in a live matrix — with renewal reminders and policy sign-off built in.
- Create custom modules & assign to individuals or the whole team
- Live training matrix with clinic-wide compliance %
- Expiry reminders for BLS, safeguarding, anaphylaxis & more
- Policy & SOP read-and-acknowledge logging
Client Management & CRM
Full client profiles, health goals, secure document storage, before/after photo comparison, and a personalised client portal.
- Client onboarding wizard with automated task assignment
- Secure consent forms, test results & photos
- Before/after photo comparison & treatment history
- Client portal with personalised dashboard
Appointments & Scheduling
Visual drag-and-drop calendar with room and equipment management, automated reminders, and Google Calendar two-way sync.
- Drag-and-drop calendar with resource management
- Automated email & SMS appointment reminders
- Public booking page for client self-service
- Google Calendar two-way sync
Clinical & Treatment Tools
End-to-end treatment workflow from consultation to post-care review, with digital consent, injection mapping, and prescription management.
- Treatment session wizard — consultation to review
- Injection mapping with visual face diagrams
- Digital e-signed consent forms & medical questionnaires
- Prescription management & clinical product tracking
Governance Audit Framework
18 CQC-mapped audit types with real-time compliance dashboard. Every completed audit is timestamped, signed, and inspector-ready.
- 18 audit types mapped to specific CQC regulations
- Risk register with ISO 31000-aligned lifecycle states
- Incident reporting, complaints & full audit trails
- Document control with version history
Training & LMS
Built-in Learning Management System with video modules, competency assessments, and auto-logged CQC evidence — all in one platform.
- Video modules, questionnaires & competency assessments
- Auto-logged completions timestamped against staff records
- CQC-ready training evidence in seconds
- Partner content publishing — licence your own modules
AI-Powered Intelligence
AI health analysis, genetic report generation, risk assessment suggestions, and voice-to-text transcription — embedded throughout every module.
- AI health trend analysis & personalised recommendations
- Genetic report generation with healthspan visualisations
- Voice-to-text dictation & AI-generated clinical notes
- CQC & VAT compliant note templates — pre-built and auto-populated
Communication & Engagement
Secure in-app messaging, SMS broadcasts, video consultations, and a full notification centre — all integrated into the clinical workflow.
- Secure in-app messaging — staff and clients
- SMS broadcasts & appointment reminders (Twilio)
- Video consultations with AI transcription
- Announcement banners & notification centre
Analytics & Wellness
Business intelligence dashboard, PROM outcome tracking, nutrition management, health goals with gamification, and scheduled report generation.
- KPI dashboard — growth, revenue & treatment analytics
- Healthspan reports & genetic visualisations
- PROM questionnaires & outcome tracking
- Nutrition management with AI meal plan generation
Capabilities no competitor offers
Six features unavailable anywhere else at any price point in the UK clinic-management market.
Governance Audit Framework
18 CQC-mapped audit types with real-time compliance dashboard. No competitor integrates governance auditing at this depth — or maps each audit directly to a specific CQC regulation.
Partner Training Repository
Build, publish, and licence your own compliance training modules to an entire clinic portfolio. A standalone commercial model no other platform enables.
CQC & VAT Compliant Note Templates
Three pre-built clinical note templates mapped to CQC Reg 17 and HMRC VAT exemption requirements. Unique in the UK market — no competitor ships compliance-tagged documentation templates.
Multi-Tenant Clinic Network
One platform, multiple clinics — each with fully isolated data, branding, and compliance records. Built for multi-site clinic groups and franchise models from the ground up.
Injection Mapping & Product Traceability
Visual face and body mapping with product batch tracking, lot numbers, and dose documentation linked directly to the patient record and consent form.
Built-in Learning Management System
Video training modules, competency assessments, and auto-logged CQC evidence — all within the platform. Staff training compliance tracked automatically against each individual’s record.
47 automated actions. Zero manual steps.
Intentiq does not just store data — it acts on it. Every module contains intelligent automation that triggers on clinical events, compliance deadlines, and patient milestones — without manual intervention.
See exactly what your CQC inspection evidence looks like
Every regulation scored, evidenced and gap-flagged — the live CQC Key Regulations Compliance Matrix, exportable as a dated audit-evidence document.
Ready to see it live?
Book a full platform walkthrough — clinical tools, AI features, Governance Audit Framework, and partner model in one session.