Fertility clinics
GoHighLevel for fertility clinics
Rob Eason, a HighLevel Certified Admin, and his team plan, build and run GoHighLevel (GHL) accounts for fertility clinics. For a fertility clinic we built and tested a patient inquiry assistant in chat and on the phone. It books free advisory calls, sends a payment link for paid consultations, and leaves every clinical question to the clinic's own people.
Jobs we set up
What the build does for a fertility clinic
Consultation booking and the clinical handoff have full pages. The lead lists came in the same build.
Consultation booking and payment links
Free advisory calls booked straight from your calendar, and paid consultations sent a booking link where the patient picks a time and pays.
See Consultation booking and paymentPatient inquiries and clinical handoff
Chat and voice that take down each inquiry and a callback time, and hand every question about results or treatment to a person on your team.
See Patient inquiries and clinical handoffA lead list for each ad source
Inquiries from each advertising source land on a smart list of their own, so staff can work one campaign's patients without sorting the whole contact list.
Why it fits
Where HighLevel helps a fertility clinic, and where it stops
HighLevel takes the first conversation and the booking. Clinical judgment stays with your clinicians.
People write to a fertility clinic at all hours, and the front desk can't answer each message the moment it lands. In the build we did, HighLevel took that first conversation in chat and on the phone and put the right appointment on the calendar.
Two first appointments, two paths. The clinic offered a free advisory call and a paid consultation, and the assistant treated them differently. The free call is booked inside the conversation. The paid one goes out as a booking link that takes payment. The consultation booking page walks through both.
Clinical questions belong to people. The assistant was kept away from clinical advice, from reading test results and from recommending a treatment. When a patient asked about any of those, the conversation went to the clinic's team. The patient inquiry page shows how that handoff works in chat and on a call.
Each ad source gets its own list. Leads from different advertising sources were placed on separate smart lists in HighLevel. A coordinator can open one campaign's list and call through it.
One fault, found and fixed. During the build, the automation tied to cancelled bookings sent patients a message that didn't fit what had happened to their appointment. We repaired it and ran the test again before reporting it fixed.
What the build left out. The clinic's earlier contacts were exported from its email platform and imported into HighLevel once, so there is no live link between the two. The build doesn't connect an outside task board either.
Health data and HIPAA. HighLevel's help center says HIPAA protections are not on by default in its accounts. Its HIPAA option is switched on sub-account by sub-account, and once on it can't be switched off. We put no compliance label on a build. What the build did was keep the assistant out of clinical territory and hand those questions to people. Whether your clinic turns HighLevel's option on is for your compliance lead to decide. This is not legal advice.
Services used
The setups a fertility build draws on
Each of these setups has a page of its own.
HighLevel AI Employee setup
Chat and voice agents plus the knowledge base behind them, planned word for word and tested before launch.
See AI Employee setupConversation AI and DM bots
Chat bots for texts, web chat and social DMs that answer from your knowledge base, book the appointment and then go quiet.
See Conversation AI setupHighLevel pipeline and CRM setup
Pipelines, calendars and custom fields shaped around how you sell, with bookings and no-shows moving each deal on their own.
See Pipeline and CRM setupHow a setup runs
From the first call to a tested handover
A 1:1 with Rob
Rob asks which first appointments you offer, which are paid, and who answers clinical questions today.
The plan document
Every reply the assistant may give, each reminder, and the exact words it uses to pass a clinical question on are written out in full. Your clinic approves the plan before we build anything.
Test patients
We build in your own account, then send made-up patients through it: one booking the free call, one asking for a paid consultation, one asking about a result, one who cancels.
Handover with evidence
The QA report shows each test conversation and each test call, with screenshots, from the first message to the booking or the handoff.
Changes after launch
Ask for a new appointment type or a reworded reminder and you get a verdict first: it fits the scope you approved, or it is new scope.
Questions
What fertility clinics ask before a build
Can the assistant answer questions about test results or treatment?
Does HighLevel cover HIPAA for a fertility clinic?
Can we tell which ad a patient came from?
Our contacts are in another email platform. Do we need an integration?
What happens when a patient cancels?
Who you talk to
Rob Eason
Rob runs HLAI Experts and takes the 1:1 calls himself.
He is a HighLevel Certified Admin with the second-most reviews in HighLevel's Certified Admin Directory worldwide, all of them 5 out of 5.
He won HighLevel's Top New Subaccounts via AI Employee award in its 2025 Summer of AI Awards and taught HighLevel's official masterclass on its AI Employee.
Before HighLevel, he co-owned a 60-employee financial services firm and sold his share.
On the call he looks at your account, not a script.
5/5 across 83 reviews in HighLevel's Certified Admin DirectoryWalk Rob through your patient inquiries
Bring your appointment types, how a paid consultation is booked today and who takes clinical questions. In 30 minutes Rob tells you what he would build first and what stays with your team.