🛋️For Psychologists and clinic teams

WhatsApp CRM for Psychologists

Automatic session confirmation, session packages in the pipeline with open value, and renewal on scheduled follow-up.

20–30%
No-shows at practices with no active confirmation
até 40%
No-show reduction with a 24h reminder plus confirmation
2 em 3
Empty slots recovered when the waiting list is triggered within minutes
Psychologists and clinic teams: real pain points

Recognize any of these problems?

1

The 2pm session sits empty because the patient forgot — and an empty slot is revenue that never comes back

2

Sunday night spent confirming the week’s sessions one by one, patient by patient

3

A patient cancels an hour before and the waiting list never hears that a slot opened

4

A 4-session package that became 6 because nobody noticed it had run out — and chasing the late renewal is awkward

5

A patient messages at 11pm and the psychologist feels obliged to reply immediately — the boundary erodes

6

A clinic with several psychologists on one number: the new patient’s intake always lands on the lead practitioner

Ready-made templates for Psychologists

7 ready-to-use messages

Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.

1

Session confirmation (24h ahead)

Hello {{nome}}! Reminder of your session tomorrow ({{data}}) at {{horario}} with {{psicologo}} — {{modalidade}}. Can you confirm? Reply 1️⃣ YES or 2️⃣ I NEED TO RESCHEDULE.

2

Online session link (1h ahead)

Hi {{nome}}! Your online session starts at {{horario}}. Call link: {{link}}. It is worth joining about 5 minutes early, somewhere quiet and private. See you shortly!

3

Slot notice for the waiting list

Hello {{nome}}! A regular slot has opened on {{dia_semana}} at {{horario}} with {{psicologo}}. You are next on the waiting list — would you like to take it? I go in order, so let me know by {{prazo}}.

4

Session package renewal

Hi {{nome}}! The session on {{data}} completes your package of {{quantidade}} sessions. To keep your regular {{dia_semana}} slot, the next package ({{quantidade}} sessions) is R$ {{valor}}. Shall I send the payment link?

5

Missed session + rescheduling with a clear policy

Hello {{nome}}, we missed you today at {{horario}}. Is everything alright? To reschedule, I have these options: {{opcoes_horarios}}. Just a reminder of what we agreed: cancellations with less than 24h notice are charged as normal.

6

Automatic out-of-hours reply (with emergency guidance)

Hello! Our hours are {{horario_inicio}} to {{horario_fim}}. Your message is on record and we will reply as soon as we open. If you are in crisis and need support now, call 188 (CVV, 24h, free) or 192 (SAMU).

7

First contact — administrative intake

Hello {{nome}}! Good to hear from you. To book your first session, tell me: 1) Do you prefer online or in person? 2) Which days and times work best? 3) Is the session for you or for someone else? With that I can route you to a psychologist with a matching diary.

Use cases

Psychologists: what CRPRO solves

Confirm the week’s sessions automatically (24h and 1h ahead) and cut the no-show rate

Trigger the waiting list the moment a regular slot frees up

Track session packages on the kanban and renew before the last session, with a payment link

Administrative intake for a new patient (format, days, times) before routing to a psychologist with a matching diary

An automatic out-of-hours reply that preserves the boundary and directs emergencies (CVV 188)

Psychologists: recommended integrations

Frequently asked questions

Psychologists: questions about WhatsApp CRM

Does using WhatsApp with patients breach the psychology council’s code of ethics?▾
No, as long as the channel stays administrative: booking, confirmation, reminders, billing and the waiting list. Clinical content should not travel by template or bulk send — and no CRPRO model for psychology includes that kind of content. For the online session itself, follow the council’s rules on remote care and use the appropriate platform; WhatsApp sits before and after the session, not during it.
We are a clinic with several psychologists on one number. What about confidentiality?▾
Every conversation has an owner: reception handles intake on the main number and assigns the contact to the right person. What travels there is administrative — times, payments, rescheduling. The clinical record stays in your own notes, in your custody; the CRM neither replaces nor stores that content. And the administrative history stays with the clinic, not on someone’s phone: if a receptionist leaves, the next one takes over without losing context.
Will the AI talk to my patient about therapy?▾
No. Cris (CRPRO’s AI agent) works within the scope you define: booking, confirming sessions, giving prices and payment methods, triggering the waiting list. When the subject leaves the administrative, it hands over to reception. It is available on the Scale plan.
How much does it cost for a small practice? And for a clinic?▾
The Growth plan costs R$ 249,90/month connects 2 numbers and has unlimited users — that covers a practice with reception and 3–4 psychologists. The entry plan is Start. Scale costs R$ 499,90/month, connects 3 numbers and brings AI for administrative intake and confirmations. Both have a free 7-day trial, no card.
I already use ordinary WhatsApp on my own number. Do I need to change it?▾
Not necessarily. CRPRO uses Meta’s official connection (the WhatsApp Business API), and you can migrate the number your patients already know to the API — or start with a dedicated clinic number if you prefer to separate personal from professional. You can test it all in the 7 free days before deciding.
Does it integrate with my diary and with billing?▾
With practice management and diary systems through automations (n8n or Zapier) — there is no native diary integration. For session packages, the common flow is to send the payment link (Asaas, for example) over WhatsApp itself and move the patient on the kanban to "package renewed" — so nobody reaches the 6th session of a 4-session package.

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:

7 days free · no card required

Psychologists: 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.

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