Keep a pulse on your practice.

All your marketing, enquiries, bookings, and front desk activity in one place, so you always know how your office is doing.

Included with studio Essential and Complete. Also available as a standalone platform.

01 · Marketing results

Know where your bookings come from.

track, your marketing dashboard, shows which marketing sources lead to enquiries, bookings, and attended visits. Compare those results with what you spend, so you can make more informed marketing decisions.

  • Track each marketing source

    Give a flyer, sign, or online listing its own booking link, QR code, and tracking phone number. wemark sets them up so you can see where the response comes from.

  • Follow enquiries through to visits

    See enquiries, bookings, and attended visits by source. Compare new and existing patients, appointment types, and bookings made online, by your team, or by the AI receptionist.

  • Compare costs and results

    Compare what each marketing source costs per new patient. Review monthly results alongside the number of new patients who attended and calls answered or missed.

More about tracking and reports

A longer view

See monthly booking trends across the last 12 months. Booking totals are counted by the date the appointment was booked.

Advertising spend in one place

wemark connects Meta to update ad spend each night and adds your other marketing costs, including flyer spend recorded on wemark invoices.

Website number tracking

With setup, your website can display a different phone number based on where a visitor came from, helping connect calls to the marketing source.

Know how patients found you

Your front desk records how each patient heard about you when booking. Source reports use recorded information; bookings without a source remain identified as such.

pulse.wemark.ca
Where patients came from this month: what each channel cost, and how far it got. Illustrative screen with sample data.

02 · Patient enquiries

Keep the conversation moving.

A missed call does not have to end the conversation. Automatic text-back and AI replies give patients another way to ask questions, while your team can step in when needed.

  • Automatic missed-call texts

    When a call is missed, the caller receives a text from your practice’s number. You can edit the message they receive.

  • AI replies by text and chat

    AI answers questions using your practice information, hours, and preferred tone. It can also book the new-patient and existing-patient appointments available through pulse.

  • One place for conversations

    See texts, missed-call conversations, website chat, and enquiries from forms in your Facebook and Instagram ads in one inbox. Your team can take over from AI or hand the conversation back.

More about conversations and staff handover

Context with each enquiry

See the recorded source, whether the person is an existing patient, and their history of calls, messages, feedback, and appointments.

Questions that need your team

Emergencies, complaints, and answers the text or chat AI is unsure about go to staff. New-message alerts appear inside pulse.

Your answers and preferences

pulse can use your website to draft answers to common questions for your team to review. Manage contact preferences for each channel; STOP replies automatically opt people out of texts.

pulse.wemark.ca
A missed call followed by an automatic text and AI replies, ending in a booking. Your team can take over at any point. Illustrative screen with sample data.

03 · Schedule & online booking

A clearer view of the day ahead.

Manage your schedule by chair and give patients a simple way to book online. Your team can see where each appointment stands, from confirmation to departure.

  • A calendar your team can work with

    Switch between day, week, and month views. Drag to book, move, or resize appointments, with Undo for moves and a printable day sheet.

  • Appointment status at a glance

    Follow each visit through confirmed, arrived, seated, departed, and billed. Also see unconfirmed, cancelled, and missed appointments.

  • Online booking and confirmations

    Let patients book through your website or a dedicated booking page. Online and AI bookings receive automatic email and text confirmations.

  • Staff time tracking

    Your team can clock in and out, and managers can review hours worked and export timesheets.

Confirmations, changes, and scheduling details

Your booking page

Use your practice’s branding and web address, or add booking to your existing website. Turn online booking on or off for individual days. Front-desk booking confirmations are available with setup.

Rescheduling and cancellation

Patients can reschedule or cancel through their own link. Moving an appointment in pulse emails the new time; cancelling does not send the patient a message.

Updates for your practice

Your practice receives email alerts for bookings, moves, and cancellations. Visit notes and cancellation details help your team keep track of changes.

Fit with your current setup

We agree how your team will manage bookings before launch. pulse can work as a standalone calendar; an Oryx connection (read-only) is available with setup. Ask us about other practice software.

pulse.wemark.ca
The day by chair, with each visit’s status and online bookings tagged WEB. Illustrative screen with sample data.

04 · Call review

Understand how your calls are handled.

See what callers asked, whether they booked, and which conversations need follow-up. Use those insights to support your front desk and review the AI receptionist’s performance.

Available for calls handled through a pulse phone number.

  • Call transcripts and summaries

    Answered calls are transcribed and summarized by AI. The call log shows who called, the source, who answered, the outcome, and the length of the call.

  • Call scoring and team coaching

    See how each answered call was handled, with a score out of five and an explanation. Compare front-desk and AI scores, with weekly coaching summaries to guide improvement.

  • Know who needs a callback

    See which callers still need a response and which enquired but did not book. Use a pre-filled follow-up text to start the next conversation.

What the call review includes

Useful details from each call

Scorecards capture what the caller wanted, insurance details discussed, how they found the practice, and the outcome. Check AI-extracted information against the transcript before acting on it.

Review and correct the details

Owners and managers can correct any scorecard field so the review reflects what happened in the conversation.

pulse.wemark.ca
The call log with outcomes and scores, the weekly call review, and follow-ups. Illustrative screen with sample data.

05 · Patient feedback

Understand the experience behind the rating.

Send branded feedback surveys by email when your team chooses. See what patients appreciate and where their experience needs attention.

  • Ask about the visit

    Patients rate their overall experience, comfort, and how clearly things were explained. They can also say how likely they are to recommend the practice and leave a comment.

  • Find the themes and next steps

    AI summarizes what patients say, highlights key themes, suggests next steps, and flags urgent feedback for your team.

  • Follow up and see the trend

    Organize responses by status and review feedback trends over 12 weeks. Surveys carry your practice’s branding and use its email sending domain.

pulse.wemark.ca
Recent feedback with ratings, sentiment, themes, and an urgent item flagged. Illustrative screen with sample data.

06 · AI receptionist

Answer calls when your team cannot.

When your team cannot answer or your practice is closed, the AI receptionist can answer questions and help callers book. wemark sets it up using your approved practice information.

  • Answers practice questions

    The AI receptionist uses your approved practice information to answer callers’ questions and help them take the next step.

  • Helps callers book

    It books the new-patient and existing-patient appointments your practice has made available, using open times in the pulse calendar.

  • Keeps your team in control

    Your practice can turn AI phone answering on or off. Callers who ask for a person are added to the callback list for your team.

pulse.wemark.ca
An after-hours call answered by the AI receptionist, ending in a new-patient booking. Illustrative screen with sample data.

Getting started

Set up by wemark. Built around your practice.

Keep your existing website and phone number. We configure the pulse platform with you and show your team how to use it.

  1. 01

    Your practice information

    We gather your hours, booking options, and approved answers to patient questions.

  2. 02

    Your connections

    We set up the phone, website, marketing, and feedback features your practice will use, and guide your team through the access and phone forwarding needed.

  3. 03

    Your team’s next steps

    We walk through the calendar, enquiries, staff handovers, call review, and reports before you get started.

Part of your marketing, or standalone

Included with both studio packages.

The pulse platform is included with Essential and Complete. Already have your marketing in place? You can also use it as a standalone platform. We confirm the features and connections to configure with your practice.

Explore studio →

Questions about the pulse platform.

Do we need a new website or phone number?

You can keep both. We add chat and booking to your existing website and help set up forwarding from your practice’s phone number. If you need a new website, that is part of studio Build.

What can the AI book?

The phone, text, and website-chat AI can book the new-patient and existing-patient appointments your practice has made available in pulse. Rescheduling and cancellations go through the patient’s appointment link or your team.

Can our team take over from AI?

Staff can take over text and website-chat conversations, then hand them back to AI. Emergencies, complaints, and questions the text or chat AI is unsure about go to staff. On the phone, asking for a person creates a callback request; the AI does not transfer the call live.

How does pulse fit into our current booking process?

We review your setup and agree how your team will manage bookings. pulse works as a standalone calendar, and an Oryx connection (read-only) is available with setup. Ask us about other practice software. We explain the options for your practice when we talk.

Which messages appear in the shared inbox?

Texts, missed-call conversations, website chat, and enquiries from forms in your Facebook and Instagram ads. Email, social-media direct messages, and voicemail are not included. New-message alerts appear inside pulse.

Which marketing connections are available?

wemark can connect Meta for nightly ad spend and lead forms, and set up tracking numbers, booking links, QR codes, and website number tracking. Google Analytics, Google Business Profile, and Search Console connections are not currently available to new practices.

Does pulse show marketing revenue or ROI?

pulse reports enquiries, bookings, attendance, and cost per new patient using recorded source and spend information. It does not report revenue attribution or return on investment.

Are feedback requests sent automatically after a visit?

Your team chooses when to send feedback surveys by email. Automatic surveys after every visit are not currently available.

Who can access our account?

Your practice sets owner, office-manager, and front-desk roles, and staff create their own password using a one-time QR code. Office computers are approved, and sign-ins from elsewhere use authenticator codes. Your practice controls when wemark support can access the account.

Are spore, recall, supply, and claim included?

No. spore is a separate product, available now. recall and supply are coming soon, and claim is in development. We confirm pricing and availability as each one launches.

A practice team reviewing the pulse platform on a tablet

See how it would work in your practice.

Tell us what you’d like to improve. We’ll reply by email to discuss the features and setup that fit your practice.

Get in touch

Included with studio Essential and Complete. Also available as a standalone platform.