Move clinic appointments off spreadsheets
A spreadsheet or paper diary got you this far, and that's an achievement. But it doesn't remind patients, it allows double-booking, and it doesn't carry a patient's history. This is a practical, step-by-step guide to moving your appointments to Morasel — without losing your data.
We respect the workflow you have
Plenty of excellent clinics run on a tidy spreadsheet and a sharp receptionist's memory. The problem isn't you — it's that a spreadsheet won't send a reminder at midnight, won't block two bookings in the same slot, and won't show you when a patient last visited. Morasel takes what you've built and moves it into a system that works for you over WhatsApp. You don't start from scratch.
Where spreadsheets stop working
No automatic reminders
A spreadsheet messages no one. Every reminder is a manual call or text, and whatever's forgotten becomes a no-show.
Double-booking
Nothing stops two appointments in the same slot; the clash only shows up when both patients arrive.
No patient history
It's hard to see when a patient last visited, what they came for, or when they're due back.
Not safe to share
Sharing a file of patient data over email or chat is hard to govern and hard to control who sees.
How to move your appointments to Morasel
Organize your contacts
Export or tidy your patient list: name and WhatsApp number are the essentials. You don't need more than that to start.
Set doctors, services & hours
Add your doctors, services and working hours so Morasel knows your real availability.
Import your contacts
Upload the patient list into Morasel so each patient has a profile carrying their number and conversation history.
Turn on booking & reminders
Switch on the booking page and automatic reminders with approved WhatsApp templates.
Go live
Start taking bookings on WhatsApp, and watch appointments and confirmations in one place.
What you gain after the move
Once your appointments live in Morasel, the system works for you: it reminds patients, prevents clashes, carries each patient's history, and lets your team work from one place, safely.
- Automatic WhatsApp reminders that cut no-shows
- No double-booking, by doctor and service
- A full history for each patient in one profile
- Role-based team access instead of a file passed around
Explore more for your clinic
Patient appointment reminders
Automatic WhatsApp reminders that cut no-shows.
Recall message templates
Ready-to-use templates to bring patients back.
Reduce no-shows
Stop missed appointments before they happen.
WhatsApp booking system
Patients book inside a WhatsApp chat.
Clinic pricing
Plans from $49/month with a free trial.
Clinic videos
Watch Morasel in action, with full transcripts.
An important note
Morasel is a communication and scheduling platform. It is not a medical device, does not provide medical advice or diagnosis, and makes no HIPAA-compliance claim. Clinics remain responsible for how they collect consent and handle patient information under the laws that apply to them.
Frequently asked questions
Can I import my existing patient list?
Yes. You can upload your contacts (name and WhatsApp number are the essentials) and Morasel creates a profile for each patient, so you start from where you are.
Will I lose my data?
No. Your original files stay with you untouched; the move is an import into Morasel and doesn't delete your source. You decide what gets uploaded.
How long does it take?
Most clinics set up the basics — doctors, services, hours and a contact import — the same day, and start taking bookings right away.
Do I need technical skills?
No. The steps are simple and self-serve, and our team is available to help with the import and setup if you'd like.
How much does Morasel cost for a clinic?
Clinic plans start at $49/month with a 14-day free trial and no card. See the clinic pricing page.
Leave the spreadsheet, start on Morasel
14-day free trial. No card required. Import your patients and turn on WhatsApp booking and reminders today.