Dietitian CRM: from first message to follow-up appointment client tracking on one dashboard

It brings client acquisition and process tracking together in one place. Questions from Instagram and WhatsApp don't go unanswered; follow-up appointments connect to your calendar; measurements and diet lists stay organized in the dietitian module; package payments are recorded. Its most critical contribution is continuity: it makes clients whose follow-up has slipped, who have gone quiet or who left the program halfway visible, and makes it easier to reach them on time. The content of the nutrition program is your expertise; ÖzgürKod puts the operations around it in order.

The client card sits at the center of the module: weight, circumference measurements and other measurements are recorded over time and visualized with charts. You prepare diet lists in the panel and share them with the client; the client reaches their list through their own portal, logs water intake and sees their appointment. Because appointments, message history and payment information come together on the same card, the client's whole story is in front of you before every follow-up.

The system never sends messages on its own; let's be clear about that. The correct flow works like this: you segment clients whose check-in date is approaching or who you have not spoken with for a long time, using the last contact date and tag filters. You send the reminder to a single client with a Meta-approved WhatsApp template in one click, or to a segment in bulk through the campaign module. Duplicate-send protection prevents double messages to the same person; when, to whom and in what tone you write stays in your control at all times.

Yes, and without needing a separate app. You hold the meeting with ÖzgürKod's in-app video call; the record is stored on the client card. The diet plan is shared from the panel, measurements are updated remotely based on the client's own report, and payments are tracked with receipt records. Out-of-town and international clients are managed in the same panel and the same layout as in-person clients; ready-made templates in 8 languages also make correspondence with foreign clients easier.

Yes. Measurements, health history notes and correspondence are stored in line with KVKK (Turkey's personal data protection law) requirements. With role-based permissions, each dietitian working at the center can access only their own client's card; assistants see only the appointment screen. All access is logged. Because correspondence is kept in the company panel rather than on personal phones, client data stays with the center even if a team member leaves. Deletion and correction requests are managed through the panel.

You define your follow-up packages (monthly, 3-month, online) with their prices in the service catalog. The package sold is linked to the client card; you create an upfront or installment payment plan. Due and overdue payments are listed in the panel; AI detects the bank transfer receipt the client sends via WhatsApp, and you record it in one click. ÖzgürKod does not collect payments online or generate payment links; it keeps a complete record and report of the payment collection.

In practice they describe the same need. Businesses usually search for "Dietitian software", "Dietitian software", "Dietitian appointment software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: client communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.