Halaxy Backend & Automations Setup

Customer: AI | Published: 29.12.2025

I have my practice running on Halaxy but only at the most basic level. I now want the platform working hard for me, collecting the right data, taking payments seamlessly and following up clients automatically, so I can focus on providing care rather than administration. Here is what I still need configured: • Forms setup – custom client-intake, consent and progress forms, all mapped to the correct patient fields • Payment portals – Stripe or Halaxy Pay fully connected, with automated invoicing and reconciliation • Email & SMS sequences – appointment reminders, no-show follow-ups, recall notices and nurture campaigns that trigger off booking and payment events • General back-end settings – user roles, calendars, service items, clinical notes templates and anything else you spot that’s missing I will provide existing branding, form templates, copy and any third-party logins you need. You’ll walk me through best-practice workflows, implement the settings directly in my Halaxy account, and test everything with me until payments process and messages send exactly as intended. If you have deep Halaxy experience and can start soon, let’s talk and book a call.