Optimize U
Voxie for Optimize U

The Texting Platform Built for Multi-Clinic Care.

Answer every new lead in seconds - automatically.

Voxie connects to GHL so new Optimize U leads get a text from their own clinic's number within 30 seconds, then follow a proven nurture cadence until they book.

Replies in under 30 seconds
More consults booked
Refills stay on track
Quick Links

Training Starts Here

Everything your clinic team needs to run Voxie, on demand. Start with the platform overview, then dig into the messaging strategies and feature walkthroughs below.

Log in to Voxie →Bookmark this link for easy access.
The Basics

Core Voxie features at a glance

Quick Blast for 1-to-Many Campaigns

Quick Blast for 1-to-Many Campaigns

Quick blast messages and marketing campaigns deliver timely, targeted communications that drive engagement and action in bulk.

Message Hub for 1-to-1 texting

Message Hub for 1-to-1 texting

Message Hub streamlines texting inbox management by providing a centralized, highly visible platform to efficiently track, organize, and respond to customer conversations.

Templates (Snippets)

Templates (Snippets)

Snippets are message templates that enable you to quickly craft impactful texting messages that save time and ensure consistency.

GHL Integration

Messaging Strategies

New leads from GHL (contact-us form and Contact Created workflows) flow into Voxie automatically and receive their first text from the clinic's own phone number within 30 seconds. Leads route to the correct clinic, and the full SMS thread — outbound texts and patient replies — appears back in the GHL contact's conversation view.

New Lead Engagement

GHL · lead createdVoxie · SMS sent

Cadence starts in real time, from the clinic's own number.

Refill Request

A patient texts REFILL and the request routes straight to your refill text line with the details your team needs.

Two-Way Visibility

Every outbound text and patient reply syncs back into the GHL contact record, so nothing lives in a silo.

New Lead Cadence

Six touches over 12 days

One compliance confirmation plus five nurture touches, all sent from your clinic's own number. The cadence stops automatically as soon as the lead replies or books.

  1. Day 0

    Terms & Welcome

    Compliance confirmation, HELP/STOP, terms link

  2. Day 0

    Welcome / What to Expect

    First text within 30 seconds of the lead landing

  3. Day 1

    How It Works

    Lab draw → results review → personalized plan

  4. Day 3

    Why Optimize U

    Social proof and reassurance

  5. Day 7

    New Patient Offer

    Lab panel + consultation promotion

  6. Day 12

    Last Touch

    Final re-engagement, then the cadence ends

The Messages

Days 0 – 12, word for word

Day 0 · Terms & Welcome
9:41
•••
U
Optimize U {Clinic}
SMS
Day 0 · 9:41 AM
Thanks for subscribing to text messages from Optimize U! We look forward to staying in touch. Msg & data rates may apply. Msg frequency varies. Reply HELP for help and STOP to cancel. View Terms: optimizeucenters.com/terms-conditions/

No personalization — sent once on opt-in.

Day 0 · Welcome / What to Expect
9:41
•••
U
Optimize U {Clinic}
SMS
Day 0 · 9:41 AM
Hi {first_name}, thanks for connecting with Optimize U {Clinic}! We help you get back to feeling energized and like yourself again, starting with a simple lab panel and a 1-on-1 consultation. Ready to book? {booking_link}

Fills from first_name, group name, booking_link

Day 1 · How It Works
9:41
•••
U
Optimize U {Clinic}
SMS
Day 1 · 9:41 AM
{first_name}, getting started is easy: 1) quick lab draw, 2) review your results with a provider, 3) a personalized plan built around your goals. Grab a time that works for you: {booking_link}

Fills from first_name, booking_link

Day 3 · Why Optimize U
9:41
•••
U
Optimize U {Clinic}
SMS
Day 3 · 9:41 AM
Feeling tired, foggy, or run down isn't something you have to just live with, {first_name}. Thousands of patients have trusted Optimize U to get back to their best. See if it's a fit – book a consult: {booking_link}

Fills from first_name, booking_link

Day 7 · New Patient Offer
9:41
•••
U
Optimize U {Clinic}
SMS
Day 7 · 9:41 AM
{first_name}, ready to see what's really going on? This month, new patients at Optimize U {Clinic} can get a comprehensive lab panel + consultation for $99. Book here: {booking_link}

Fills from first_name, group name, booking_link

Day 12 · Last Touch
9:41
•••
U
Optimize U {Clinic}
SMS
Day 12 · 9:41 AM
Hi {first_name}, we'd still love to help you reach your wellness goals. This is our last note for now, but we're here whenever you're ready. Book anytime: {booking_link}

Fills from first_name, booking_link

Inbound

Refill Requests

Patients text REFILL to your clinic number. The keyword is not case-sensitive.

  1. 1

    Voxie catches the keyword

    An automation fires the moment REFILL arrives on your clinic's number. The keyword is not case-sensitive, and patients can be told to text it at any time.

  2. 2

    The request forwards to your refill line

    Your staff receive the patient's name, phone number, and the message they sent — no need to log into Voxie to action it.

  3. 3

    Your team handles it as they do today

    The refill line is a separate number from Voxie, so refills stay in your existing workflow.

Crafting a Great Marketing Message

Crafting a great texting marketing message involves being concise, engaging, and action-oriented while providing value to your audience.

A successful message grabs attention quickly, speaks directly to the recipient, and encourages immediate action with a clear call-to-action (CTA). Personalization and timing are also key factors in creating a message that resonates and drives results.

Top Tips for Great Texting Marketing Messages

1

Keep It Short and Sweet

Don't make your customers dig for the offer or the core message. One to two sentences is best with plenty of spacing.

2

Personalize Your Message

Include the recipient's name or tailor the content to their interests or behavior.

3

Use a Strong CTA

Link to your book now page so the reader can immediately take action.

4

Create a Sense of Urgency

Encourage quick action with time-sensitive offers or limited availability.

5

Adhere to Safe Sending Hours

Legal safe sending hours are 8AM to 8PM but we recommend 9AM to 7PM just to be safe.

6

Mind Your Message Frequency

We recommend 1-4 Quick Blasts per month for the highest engagement and conversion - enough to stay top of mind without overwhelming your guests.

Good Message Example

9:41
U
Optimize U {Clinic}
iMessage
Today 9:41 AM
Good morning [First Name]! It's Optimize U {Clinic}. Are you free Tuesday at 3PM for your lab draw and consult? You can reply here or book a time with this link: www.link.com

Why it's good:

  1. Personalized with [First Name].
  2. Highlights the value proposition (getting answers and a plan).
  3. Creates a sense of timing with a specific day and time.
  4. Includes a clear call-to-action with a booking link.

Ineffective Message Example

9:41
U
Optimize U {Clinic}
iMessage
Today 9:41 AM
Hey! You stopped by, want to come back Monday? Bring a friend, too.

Why it's bad:

  1. Generic and lacks personalization.
  2. No clear value for the patient.
  3. Too vague ("come back" with no specifics).
  4. Misses an opportunity for a direct link or clear action.
Voxie on the go

Mobile App for iOS & Android

Stay connected with your customers anywhere. Send messages, respond to conversations, and manage your campaigns from your phone with the Voxie mobile app.

Use Voxie within your CRM

Message Hub Chrome Extension

Start a conversation with any phone number in your browser. Send pre-built snippets to customers, reply to incoming messages, and more to streamline conversations.

Read our help center article →
Download the Extension

Contact and Support

We're here to help!

For any technical issues or support inquiries, please reach out to our support team at support@voxie.com. We're excited to partner with you.

When logged into the Voxie platform, click the question mark icon in the lower-right corner to start a live chat with our support team for the fastest assistance.

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