Sessions leave the phone unanswered
A clinician cannot keep interrupting the person in front of them to respond to routine office inquiries.
Backed by
AI Office Manager for Therapy Practices Keep consultation inquiries organized
Zweelie is your AI office manager that answers therapy office calls, captures consultation inquiries, and keeps session requests and reception callbacks organized.
Front-desk support for therapy & counseling practices
Zweelie helps therapy and counseling practices keep prospective-client inquiries organized while clinicians are in sessions. Capture first-consultation questions, video or in-person preferences, and callback times for your intake coordinator. Your practice reviews availability and confirms arrangements through an administrative workflow configured to its privacy and access requirements.
Built around the work of: therapy practice owners, psychologists and psychotherapists in private practice, counseling practice managers.
Mobile app + web platform
Run your business from anywhere.
Answer calls, qualify leads, follow every opportunity, collect payments, and keep customer work organized from wherever the day takes you.
When a request gets lost, the work can follow.
The customer communication problems that therapy & counseling practices need to solve.
What's at stake
Callback preferences are overlooked
Staff return a call without a clear record of when or how the person asked to be contacted.
An inquiry collects too much
An open-ended intake request invites sensitive personal details before the practice has established an appropriate clinical channel.
From the first inquiry to an owned next step
Connect each inquiry with the person and information needed to move it forward.
Set up your intake workflow
Configure your practice information, inquiry categories, call routing, and staff access. Review privacy, recording, and service-provider requirements before introducing the workflow.
Capture consultation preferences
Collect the approved contact details, requested location or session format, and preferred callback time. Keep the first conversation focused on arranging a useful response from your intake team.
Let the practice confirm next steps
Assign a staff callback to explain the practice's process. Clinicians decide suitability and availability; appointment confirmation, assessment, and care stay in your approved practice systems.
Capabilities
Keep practice inquiries connected
Bring consultation inquiries, appointment requests, and reception follow-ups into one shared view. Give each request an owner and a clear next step, with information tailored to your practice's approved administrative workflow. Features depend on your plan.
Calls and SMS
Capture appointment inquiries, share your practice's office information, and route calls to the right person. Give reception the context for a helpful callback.
Hi, I'd like to ask about a first therapy consultation. Do you offer video appointments or in-person sessions?
Thanks, Willa. Our intake team will follow up with the consultation options and availability.
First therapy consultationAssigned to Casey Morgan
Thanks, that works for me.
Casey has your request.
WB
Willa Bennett
1 call
Willa asked about a first therapy consultation and prefers a video appointment. The intake coordinator will email the consultation process and available options.
Opportunities
Track consultation inquiries, first-visit requests, and appointment changes. Assign a follow-up so reception can review availability and confirm the next step with the caller.
First therapy consultation
Willa Bennett
Files
Give reception quick access to first-visit guides, appointment policies, and public practice information, organized under your practice name.
MT
Meadowpath Therapy3 files
Drop files hereMeadowpath Therapy office guides
first-consultation-guide.pdfMeadowpath Therapy · Reception
Office guidevideo-session-joining-guide.pdfMeadowpath Therapy · Reception
Office guidesession-fees-and-cancellation-policy.pdfMeadowpath Therapy · Reception
Office guideForms
Build a practice-approved inquiry form around contact details, the requested service or location, and preferred callback times. Connect each submission to the staff member who will respond.
Meadowpath TherapyAsk about a first consultation
Ask our intake team about session options and availability.
Form submitted
First therapy consultation
Notes
Keep callback preferences, appointment questions, and agreed administrative next steps with each inquiry so reception can pick up the conversation.
CM
First therapy consultation
Willa asked about a first therapy consultation and prefers a video appointment. The intake coordinator will email the consultation process and available options.
Willa BennettFirst therapy consultationIn progressTB
Couples counseling availability
DraftJude asked about couples counseling after 5 PM. Check evening consultation availability with the practice before offering a time; return the call tomorrow afternoon.
Jude EllisCouples counseling availabilityOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep every inquiry moving
Keep first-consultation inquiries, session-format questions, and callback preferences ready for your intake coordinator. Your practice confirms availability and consultation arrangements through its approved systems, with privacy and access settings suited to the administrative workflow.
Zweelie brings customer communication, intake, and follow-up ownership together on web and iOS. Explore our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- Unlimited call minutes*
- Unlimited text messages*
- Unlimited contacts
- Unlimited opportunities
- Multi-location support (up to 3 locations)
- Dedicated onboarding specialist
- All products, including conversations, forms, and reports
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
*Unlimited call and SMS usage is subject to our Fair Use Policy.
Questions from therapy & counseling practices
Can Zweelie organize first-consultation and session inquiries?
Yes. Capture practice-approved contact details, consultation questions, session-format preferences, and callback times. Your intake team reviews availability and confirms consultation arrangements. Clinicians handle care and clinical records through the practice's approved systems; configure privacy and access requirements before use.
How does Zweelie help my team follow up?
Keep first-consultation inquiries, session-format questions, and callback preferences ready for your intake coordinator. Your practice confirms availability and consultation arrangements through its approved systems, with privacy and access settings suited to the administrative workflow.
Can our owner and office team work from the same customer history?
Yes. Give reception and practice managers a shared view of approved administrative inquiries, callback preferences, and next steps. Assign each request to the right staff member. Configure the workflow around your practice's privacy, access, recording, and service-provider requirements before use. Team access and product availability depend on your plan and permissions.
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