Running a chiropractic clinic is no small feat. Between patient care, last-minute cancellations, managing staff, chasing down missed calls, and trying to grow your business — it’s a nonstop balancing act. And let’s face it: most days feel like you’re putting out fires instead of building a streamlined, profitable operation.
But what if your clinic ran on a system that actually worked for you — automating the busywork, organizing your leads, and making sure no opportunity slips through the cracks? That’s exactly what GoHighLevel (GHL) helps you do.
This playbook is your step-by-step guide to getting your foundation in place — from CRM setup and appointment scheduling to your Google Business profile and essential integrations.
TABLE OF CONTENTS
What You Need on Day 1
1. Set Up Your CRM & Patient Pipeline
Think of your CRM as your digital filing cabinet — but smarter. Instead of digging through paper files or spreadsheets, everything lives in one place and updates automatically.
Upload all your existing patients and leads into GHL.
Use smart tags like "New Lead," "Consult Scheduled," "Active Patient," or "Inactive 30 Days" to keep your database organized.
Set up a clear patient pipeline: New Lead → Consult Booked → Active Care Plan → No-Show/Follow-Up → Reactivated.
Pro Tip: You can manually add contacts, import a spreadsheet, or let GHL do the heavy lifting through your intake forms and lead capture funnels.
2. Activate Your Online Booking Calendar
Today’s patients don’t want to call. They want to book online in seconds.
Set up a calendar inside GHL so patients can schedule appointments directly.
Add buffer times, smart availability, auto-confirmation emails, and reminders.
Link this calendar on your website, Google profile, and social media.
Use multiple calendars if you offer different types of appointments — New Patient Consults, Adjustments, Follow-ups, etc.
How to Set Up a Personal Booking Calendar with HighLevel
3. Launch Basic Patient Automations
Even with the best intentions, follow-ups fall through the cracks when things get busy. Automations ensure no one gets forgotten.
Start with these three workflows:
SMS and email confirmation when a patient books
A friendly reminder 24 hours before their appointment
A thank-you message with a review request after their visit
Practices that use reminders reduce no-shows by over 30%.
4. Set Up and Optimize Your Google Business Profile
Your Google Business Profile is your clinic’s digital storefront. It’s how most new patients find you — often before they even click your website.
Make sure your address, phone number, clinic hours, and website are accurate.
Add photos of your space, staff, and happy patients.
Include your GHL booking link right in the profile.
Turn on messaging so patients can text you straight from search results.
92% of patients trust online reviews as much as word-of-mouth. A complete and active Google profile helps you rank higher and convert more searchers into bookings.
5. Turn On Missed Call Text Back
When a patient or lead calls and no one answers — you risk losing them forever. This single feature fixes that.
Enable a missed-call text back so every time you miss a call, GHL automatically sends a message like:
"Hey! Sorry we missed your call. This is [Your Clinic Name]. How can we help?"
You can customize this for new leads, existing patients, or even route messages to your AI receptionist.
6. Finalize Your Location Settings in GHL
Your setup isn’t complete without tightening your back-end settings. These may seem small, but they power your system behind the scenes.
Set up your business name, contact details, time zone, and clinic logo under Business Profile
Connect your Google My Business, Facebook, and Instagram accounts so all leads and conversations live in one place
Choose or customize your pipeline stages to reflect your clinic’s flow
Configure default calendars, notifications, and lead sources
Set your user permissions if you have team members managing bookings or follow-ups
This setup is the “plumbing” that allows everything else to flow smoothly. Skipping it will create chaos later.
Your Starting Checklist
| Task | Time to Set Up | Impact |
|---|---|---|
| Import Contacts | 10 mins | Build your CRM instantly |
| Connect Google Calendar | 5 mins | Enable online bookings |
| Launch Automations | 15 mins | Stop no-shows & ghosted leads |
| Set Up Google Business | 20 mins | Show up in search + reviews |
| Enable Missed Call Text Back | 3 mins | Save every opportunity |
| Complete Business Profile + Integrations | 10 mins | Full sync across systems |
Outcome: Less Admin, More Booked Appointments
Once you’ve set this up, here’s what changes in your day-to-day:
Your front desk isn’t glued to the phone — patients are booking themselves.
You stop worrying about missed follow-ups or forgotten leads.
Every contact lives in one system — not in 3 different tools or sticky notes.
You start getting more reviews, more referrals, and more walk-ins from Google.
In short? You’re not just hoping things work — you’ve got a system that makes them work.
Ready to grow? Sign up with HighLevel
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