Initial intake (form)
Hello {{nome}}. To refer you to the right practitioner: 1) Is this your first therapy or have you been before? 2) Age? 3) Format (online/in person)? 4) Main reason (anxiety/relationships/other)?
🧠For Psychology practice teams
WhatsApp CRM for Psychology Practices
New patients routed across the psychologists, session packages in the pipeline with open value, and intake that does not block the lead practitioner.
Psychology practice teams: real pain points
Recognize any of these problems?
1
Multiple psychologists, a shared diary, clashing appointments
2
Initial intake always demands the lead practitioner
3
A monthly session package with no organised billing
4
A session without confirmation raises the no-show rate
Ready-made templates for Psychology Practice
4 ready-to-use messages
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Session confirmation (24h)
Hello {{nome}}. Reminder: session tomorrow ({{data}}) at {{horario}} with {{psicologo}}, {{modalidade}}. Can you confirm?
Monthly package billing
Hello {{nome}}. Package of {{quantidade}} sessions/month: R$ {{valor}}. Due on the {{dia}}. Payment link: {{link}}. Any questions, speak to {{psicologo}}.
Automatic out-of-hours reply
Hello {{nome}}. I received your message outside consulting hours. {{psicologo}} will reply {{quando}}. In an emergency, call 188 (CVV) or 192 (SAMU).
Use cases
Psychology Practice: what CRPRO solves
Automated initial intake
Session reminder (cuts no-shows)
Monthly package billing
A healthy boundary outside working hours
Psychology Practice: recommended integrations
Frequently asked questions
Psychology Practice: questions about WhatsApp CRM
Does WhatsApp for psychotherapy comply with the psychology council?▾
For an online SESSION, the Brazilian council requires a specific platform registered with e-Psi. WhatsApp is appropriate for REMINDERS, BILLING, INTAKE and administrative communication.
How does initial intake work with multiple psychologists?▾
The front desk or admin collects the initial information through a form. It routes to the right psychologist based on specialism, availability and format.
Monthly package with automatic billing?▾
Yes, Asaas. A package of 4 sessions/month or 8 fortnightly. Automatic billing plus a reminder.
Is professional confidentiality guaranteed?▾
Yes. Official WhatsApp for business is encrypted. CRPRO stores data encrypted at rest. The boundary: do not handle therapeutic content over WhatsApp, only administration.
Comparing WhatsApp CRMs?
See how CRPRO compares with the most searched options on the market.
WhatsApp CRM for other industries
CRPRO adapts to the routine of every kind of business. See other industries:
Estúdio de PersonalEscritório de ContabilidadeArquitetoFranquiasPsicólogosAdvocacia TrabalhistaSee all industries
By profession
7 days free · no card required
Psychology Practice: start using CRPRO today
Multi-agent inbox, AI, kanban, and the official Meta API. R$ 249,90/mo or R$ 499,90 with AI — try free for 7 days, no card required.
Start free trialNo credit card · Cancel anytime · Human support