Set up MsgHealth in under 15 minutes
This guide walks you through creating your account, adding clients, understanding health scores, and sending your first retention message — step by step.
Create your free account
Sign up at msghealth.net with your email address, then choose a plan to start your 14-day free trial. A card is required to start the trial, but you won't be charged until it ends.
- Use your business email for a professional setup
- Your 14-day trial starts the moment you complete checkout
- You can invite team members from day one
Add your first clients
There are three ways to populate your client list. You can import directly from your booking software (Square, Vagaro, Mindbody), sync from Google Calendar, or add clients manually one at a time. Most businesses are fully imported in under 5 minutes.
- CSV import is available for any other software
- Duplicate detection prevents double entries
- Client health scoring begins the moment a client is added
Understand the health score
Every client receives a real-time health score between 0% and 150%. The score is calculated from their booking cadence, response patterns, time since last visit, and historical frequency. A score of 100% means the client is visiting exactly on their usual schedule. Above 100% means they're visiting more than usual — a great sign. Below 70% triggers an at-risk alert.
- Below 70%: client is at risk of churning
- Below 40%: high priority — reach out immediately
- Above 100%: a loyal, growing client
Configure your alert thresholds
Go to Settings → Alerts to set the score threshold at which you want to be notified. The default is 70%, but you can lower it to 60% for a more selective alert or raise it to 80% if you want earlier warnings. You'll also choose whether alerts trigger an automated SMS, an in-app notification, or both.
- Start with the default 70% threshold and adjust over time
- Automated SMS can be turned on per-client or for all at-risk clients
- Email digest summaries are available on Pro and above
Send your first retention message
Once an at-risk client is identified, MsgHealth can automatically send a personalized retention SMS. You can use the AI-generated template (recommended for first-timers) or write your own. The message includes the client's name, references their last service, and includes a rebooking link if you have one set up.
- AI templates are personalized per client and service type
- Preview any message before it sends
- Responses are tracked so you can see who rebooks
Monitor your retention dashboard
The Overview tab in your dashboard shows your average client health, revenue at risk, high-priority clients, and your overall rebooking rate. Check it daily to stay on top of client relationships. The Predictions tab shows AI-generated churn forecasts for the next 30 days.
- Pin your most important analytics widgets to the top
- Revenue at risk = estimated monthly revenue from all at-risk clients
- The weekly health report email summarizes your key metrics
Activate your review funnel
Go to Settings → Integrations and paste your Google review URL into the Review Page URL field. From that point on, every client who rates their visit 4 or 5 stars is automatically redirected to your Google page after submitting. Clients who rate 1–3 stars are prompted for private feedback that appears in your Ratings tab. No manual follow-up needed.
- Leave the URL blank to route 4–5 star ratings to msghealth.net/reviews
- Private feedback from unhappy clients helps you spot issues without public damage
- Check your Ratings tab → Client Feedback section for all 1–3 star messages
Ready to get started?
14-day free trial on every plan. Cancel anytime before it ends.
Create your free accountCommon setup questions
How long does setup take?
Most businesses complete the full setup in under 15 minutes. Importing clients from Square or Google Calendar typically takes 2–3 minutes. Configuring alerts takes another 5 minutes. The rest is automatic.
Do I need technical skills to use MsgHealth?
Not at all. MsgHealth is designed for busy service business owners, not developers. If you can use a smartphone, you can use MsgHealth. There's nothing to install — it works entirely in your browser.
Can I import my existing client list?
Yes. MsgHealth supports direct import from Square, Vagaro, Mindbody, and Google Calendar. For any other software, export your client list as a CSV and upload it via Settings → Data Import.
Will health scoring work if I only have a few clients?
Yes — health scoring works from the very first client. The algorithm adjusts to each client's individual booking pattern, so it's just as accurate for a business with 5 clients as one with 500.
Is there a mobile app?
MsgHealth is a fully responsive web app, meaning it works great on any smartphone browser. A dedicated iOS and Android app is on the roadmap for later this year.
How does the lead funneling / review funnel work?
After every appointment, MsgHealth sends your client an SMS with a link to rate their visit. If they give 4 or 5 stars, they're automatically redirected to your Google review page. If they rate 1–3 stars, their private feedback is captured in your dashboard's Ratings tab. Set your Google review URL in Settings → Integrations.
Where do I see client feedback from low-star ratings?
Open your dashboard and go to the Ratings tab. Scroll to the Client Feedback section — every 1–3 star review with a written message appears there with the client's name and submission date.
Still having trouble?
Reach out with an in-depth description of your issue and our team will get back to you within a few hours on business days.