Changing systemsBoxly

Moving from Boxly

Leaving Boxly? Here's how follow-up carries on.

If you're moving enquiries and follow-up away from Boxly, here's how it works. Coherent answers new enquiries, follows up patients after consultations, cancellations and lapses, and puts approved bookings back in your PMS. A coordinator handles every reply.

30 minutes. Bring your Boxly setup, not patient details.

After the switch

What does Boxly do for your clinic today?

Retire Boxly once your enquiry channels run in Coherent.Keep Boxly for campaigns if you use them. Hand enquiries and follow-up to Coherent.
New enquiriesBoxlyCoherent
Enquiry follow-upBoxlyCoherent
Replies and bookingBoxlyCoherent
Campaigns and ad trackingNot in your setupStays in Boxly
Who builds and runs itCoherent

What changes

What Coherent takes on when you move.

Coherent covers enquiries and the follow-up that comes after them: consultations, cancellations and recall, all from your diary and your clinic's own booking rules.

01

Set up and run for you

Coherent sets up and runs each programme, and a coordinator answers every reply, so your team doesn't have to build or watch the automations.

In BoxlySet up by your teamWith CoherentWe set up and run it
02

Past the first enquiry

Follow-up doesn't stop at the enquiry. Coherent also follows up consultations that didn't convert, cancellations and patients who've drifted, from your PMS.

In BoxlyEnquiries and leadsWith CoherentPlus consultations, cancellations and recall
03

Knows who's already a patient

Coherent checks each enquiry against your PMS, so an existing patient isn't chased as a new lead.

In BoxlyDepends on your PMS linkWith CoherentMatched to your PMS
04

Every reply handled

Enquiries arrive by WhatsApp, Instagram, web form and email. A coordinator answers each one to your clinic's booking rules. Anything clinical goes to your team.

In BoxlyYour team repliesWith CoherentAnswered and approved for you
05

Bookings tracked month by month

Approved bookings go into your diary, and reporting shows each month what each programme and lead source booked.

In BoxlyLead reportsWith CoherentBookings by month and source
06

A team, not just software

Experienced patient coordinators, with software that puts each patient's history in front of them. It feels like part of your team, without the hiring.

In BoxlySoftwareWith CoherentSoftware and coordinators

Drawn from what clinics moving from Boxly told us on sales and onboarding calls. Your setup may differ, and we map it with you first.

The switch plan

Run side by side. Switch off what's replaced.

Nothing is switched off until its replacement runs. Each Boxly sequence pauses on the day its replacement starts, so no patient hears from both.

1Together

Map what Boxly does

We go through your channels, sequences and automations, and agree what moves, what stays and what retires.

Boxly audit

WhatsApp and web enquiriesMoves
Follow-up sequencesMoves
Ad trackingStays
2Together

Connect your PMS

Your team grants access and we handle the setup, in whichever way your PMS supports. This is where Coherent finds your patients.

Connection

Cliniko, TM3, Dentally…See your PMS
AccessAppointment records
3Coordinator

Run side by side

Enquiry channels move one at a time: web forms and ad forms first, then WhatsApp and social. Each Boxly sequence pauses the day its channel moves, and a coordinator approves every reply.

Launch day

Boxly web form sequencePaused
Coherent enquiry programmeLive
4Your team

Switch off what's replaced

Once a channel runs well, you switch off what it replaced. Campaigns and ad tracking stay in Boxly if you keep them.

Checklist

Web form sequenceOff
WhatsApp sequenceOff
Ad trackingStill running
How long the switch takes depends on what Boxly does for you and the access your team can give.Talk through your setup

Your Boxly data

Your Boxly leads stay useful.

Already capturing enquiries in Boxly? That's a good start. Your history stays in your Boxly account, and Coherent takes over enquiries and follow-up.

Campaigns keep running

Ad tracking and campaigns can stay in Boxly if you use them. Coherent takes over enquiry replies and patient follow-up.

Opt-outs carry over

We check your Boxly opt-outs against your PMS contact settings before the first message goes out.

Past enquiries, checked first

Leads who never booked can come across as a one-off list. We remove anyone already in your PMS before a coordinator gets in touch.

Still comparing options? See every comparison.

Honest comparisons, with where the other option is stronger.

All comparisons

Fit and limits

A good fit if you're ready to move.

Coherent takes over enquiries and patient follow-up. Keep Boxly for anything Coherent isn't built for, if you need it.

A good fit

  • You want follow-up to carry on past the first few messages.
  • You'd rather not move leads or match bookings by hand.
  • You want to see each month what enquiries turned into.

Know the limits

  • Not an ad-tracking or campaign tool. Keep Boxly or another tool for those.
  • We don't copy Boxly history into Coherent. It stays in your account.
  • Not a sales CRM for business deals or partnerships.
For clinics on the PMSs we work with.See where we're the wrong fit

Questions

What clinics moving from Boxly ask us first.

Answers reviewed with our product team before publishing. Last updated 12 November 2026.

Ask us your own question
Should we move from Boxly?

That depends on what you need. If Boxly covers your enquiries and your team has time for the replies, it may be enough. If you want follow-up run for you, past the first enquiry and from your PMS, that's what Coherent does.

Can we keep Boxly?

Yes, for campaigns and ad tracking if you use them. Coherent runs enquiries and patient follow-up, and we agree who sends what, so no patient hears from both.

What happens to our WhatsApp and website enquiries?

They move to Coherent one channel at a time. A coordinator replies, checks the person against your PMS and books them in.

Does Coherent do more than enquiries?

Yes. The same team follows up consultations that didn't convert, cancellations and patients who've drifted, all from your PMS.

What about leads who never booked?

Send them across as a one-off list. We remove anyone already in your PMS, then a coordinator works through the rest.

How do you connect to our PMS?

In whichever way your PMS supports. Your team grants access and we handle the setup. See the systems we work with on our PMS page.

What does it cost?

One monthly price per programme, set by your appointment volume. It covers the platform and the coordinators, so there's no extra hire. We quote after the demo.

30minutes

Boxly switch call

Bring your Boxly setup. See what comes off your plate.

A walkthrough of what Boxly does for your clinic today, what Coherent would run for you, and what stays where it is.

What does Boxly do for you today?

Plan your switch from Boxly