Jump to section
Persona guide
AI chief of staff for therapists and counselors
Hey Teo helps therapy practices run appointment reminders, intake follow-ups, and no-show recovery so clinicians focus on sessions, not admin.
How this helps
No technical knowledge required: no coding, no complex setup, and no operations playbook needed.
Private practices lose revenue to missed appointments and slow intake response. Hey Teo helps front-office workflows stay consistent while you keep final say on client communication.
- Send multi-touch appointment reminders before sessions.
- Follow up on incomplete intake forms and new inquiries.
- Recover no-shows with structured rebooking outreach.
- Route sensitive threads for clinician review before send.
How to implement
- 1
Map intake-to-session stages
Define inquiry, intake, booked, and follow-up transitions.
- 2
Set reminder and recovery rules
Configure timing by appointment type and client segment.
- 3
Review exceptions weekly
Track no-show trends, intake bottlenecks, and stale inquiries.
Frequently asked questions
Can we control what gets sent automatically?
Does this replace our EHR or practice software?
Is this useful for solo practitioners?
Related articles
- Therapist Appointment Reminders: Reduce No-Shows Without More Admin
Multi-touch reminder cadence for therapists and counselors—confirmations, compassionate tone, and no-show recovery.
Explore more guides
Jump between hubs—each collection is built for a different job-to-be-done, from personas to comparisons.
- ResourcesFree playbooks, statistics, calculators, and cited benchmarks—templates for follow-ups, collections, scheduling, and automation.
- IntegrationsShopify, Stripe, QuickBooks, Gmail, Calendly, HubSpot, Pipedrive, FreshBooks, WhatsApp, GoHighLevel, and more—workflow guides for stacks you already run.
- By personaIndustry and role guides—photographers, agencies, clinics, real estate, and more—with workflows and FAQs.
- Tool automationPlaybooks for Gmail, Stripe, QuickBooks, Calendly, HubSpot, Shopify, and other stacks you already run.
- Use casesOperational fixes—follow-ups, collections, no-shows, onboarding, churn risk, and weekly reviews.
- CompareHow Hey Teo differs from ChatGPT, Copilot, Axe, Zapier, Make, Lindy AI, n8n, and hiring a VA—focused on business operations execution.