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Gatherdesk for clinics and practices

Shared inbox for clinic enquiries.
Every enquiry has a next step.

Make routine reception questions easier to manage.

Opening hours, consultation arrangements and administrative questions need a clear reply. Keep these enquiries owned and visible to authorised reception staff.

Illustrative enquiry workflowOne conversation · one owner
EmailWhatsAppWeb chat
Shared enquiry poolNew

Customer enquiry

“What is the process for arranging a first consultation?”

Assigned to Reception

A clear next reply

Explain the administrative booking process and direct clinical questions to the appropriate professional.

Connected channels feed the pool. Access, plan and channel setup determine what each team member can use.

A day in your business

From the first question to a useful reply.

01

A question lands while everyone is busy

“What is the process for arranging a first consultation?” is a request for help. In the shared pool, an unassigned enquiry remains visible until an available colleague claims it.

02

Reception needs the context

Explain the administrative booking process and direct clinical questions to the appropriate professional.

03

The customer comes back with another question

Reply in the same conversation with its history. Connected WhatsApp messages stay linked to the customer number; website chat continues when its session is recognised.

Inside Gatherdesk

The reply, the owner,
the whole conversation.

Open a conversation to see the customer’s messages and the team’s replies together. Ownership makes the next action clear; history gives the next colleague context.

See how enquiry ownership works
Gatherdesk conversation workspace showing an enquiry, its owner and the reply history in a demonstration workspace
Actual Gatherdesk interface · demonstration workspace

A familiar workspace

Your work.
Your team’s language.

Care PlansPatients

Choose your business profile when the workspace is created. It shapes the terminology and relevant services your team sees.

  • Use Care Plans and Patients as the workspace vocabulary for your business.
  • Assign channel access to managers and agents, then give each enquiry a clear owner.
  • Save enabled reply templates for common questions and adapt them before sending.
  • Capture the name, email or phone number available from the conversation in client records.

Set up around your team

Make the first handover a good one.

  1. 1. Connect one channel. Start with a shared mailbox or one page carrying the website widget. Configure WhatsApp with your Meta account when ready.
  2. 2. Give the team access. Assign the channel to the manager and agents who will answer it, and check what each role can see.
  3. 3. Try the complete conversation. Send a test enquiry, assign it, reply and return as the same customer. Then add templates for the questions you hear most.

Before you decide

Good questions.
Straight answers.

Does it replace clinic management software?

No. It supports administrative conversations; it does not provide electronic health records, prescribing or clinical appointment capacity management.

Which channels are supported?

Connect an IMAP/SMTP mailbox, install the Gatherdesk website chat widget and configure WhatsApp through Meta Cloud API. Channel availability depends on your plan and setup. Phone calls, SMS and social DMs are not native channels today.

Can the team take over from AI?

Yes. Where AI is configured and enabled for a supported chat channel, a staff reply pauses automatic replies. The team can resume AI when appropriate. Email replies stay under staff control.

Does everyone see the same enquiries?

Access depends on the role, channel and mailbox assignments. Managers can supervise assigned teams; agents work within the access granted to them.

Can I keep my current specialist software?

Gatherdesk is not an electronic health record or clinical decision tool. Keep clinical information and treatment decisions in your specialist system and assess suitability for your own requirements.

See Gatherdesk with your clinic in mind.

Bring a typical customer enquiry to your demo. We’ll walk through how your team can handle it together.

No card required · See Gatherdesk pricing

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