Platform
One operating system for corporate wellness delivery.
From the first corporate inquiry to the follow-up that wins the next event — every stage connected, routine handoffs handled automatically, with your branding leading the client and employee experience. WellOps supports on-site, virtual, and hybrid corporate wellness delivery across teams, locations, and time zones.
Win and manage corporate business
Replace scattered intake forms, inboxes, and quote documents with one branded front door — from first inquiry through signed confirmation, with compliance tracked alongside.
Branded corporate intake page
Your logo, your colors, your URL. Your prospects and corporate clients submit requests through your branded page — no marketplace, no middleman.
Proposal-to-booking workflow
Review every opportunity, send a polished quote — with supporting files attached — and get corporate sign-off through a secure link. Acceptance pre-builds the event from the quote — on Pay As You Go you're only charged the event fee for an accepted event, never just for sending a quote.
Branded proposal PDF
Generate a print-ready proposal document with your logo, event details, pricing, and personal message with one click. Clients can review, save, and share it internally before signing.
Corporate CRM & connected client history
See pipeline status, last contact, follow-up due dates, and the full connected lifecycle — every request, quote, event, agreement, and invoice — for every lead and client in one view.
Provider-branded marketing assets
Create ready-to-use social graphics, flyers, postcards, outreach copy, employee announcements, and proposal materials with your brand details already applied. Download digital files or use optional print fulfillment for supported pieces.
Coordinate people and events
Coordinate the operational work — scheduling, session intake, employee booking, practitioner staffing, day-of readiness, and event documentation — in one place. Supports on-site, virtual, and hybrid delivery. Employees see a professional, branded booking experience that reflects well on your business.
Auto-generated event scheduling
Set practitioner count, session length, and optional rest buffers or scheduled breaks — even different hours for each day of a multi-day event — and WellOps generates every employee time slot automatically. Configure the event timezone so employees see times in their local timezone, then manage upcoming work from the dashboard's day, week, and month calendar views. Duplicate an event or run a recurring series to repeat programs without rebuilding them, and let waitlists fill cancellations.
Account-free employee booking & session intake
Employees use a professional, mobile-friendly booking page without creating an account. They choose a slot, complete your custom intake form and waiver, and receive an automatic confirmation with a correctly dated calendar invitation. For virtual or hybrid events, the provider-entered Zoom, Google Meet, or other meeting URL appears on the confirmation. Cancellations, rescheduling, and waitlists stay connected to the event.
Team recruiting, onboarding & assignment readiness
Recruit through a branded apply link, review applications and résumés, and collect W-9s, ACH details, contractor agreements, COIs, headshots, or custom onboarding items through secure links. Assign practitioners to events, use readiness controls to see what's still needed, and send opted-in staff SMS invitations, confirmations, and reminders. Track licenses, insurance, and optional background-check status with alerts before anything lapses.
Day-of readiness & event documentation
Before the event, your dashboard shows confirmed attendee count, intake completion rate, and staffing status at a glance. Print branded sign-in sheets for on-site check-in. Generate service agreements clients sign electronically via secure link — no DocuSign account required. After the event, request feedback from your client through a branded link. Signed copies are stored automatically.
Build repeatable operations
Track every corporate relationship, automate reminders, and turn first events into long-term recurring accounts — building a predictable corporate revenue base with your whole team on one account.
Automated reminders & follow-ups
Quote expiry reminders fire automatically before proposals lapse. Invoice reminders send on a schedule — up to 3, spaced 7 days apart. You spend less time chasing and more time delivering.
Repeat revenue infrastructure
Built to convert first events into long-term relationships. Track recurring clients, set re-engagement touchpoints, and build a predictable corporate revenue base.
Unlimited team seats with role-based access
Add your whole team to one account — coordinators, schedulers, bookkeepers, and beyond — with no per-user fee, ever. Give each person the right role (Admin, User, or Viewer), hand off any request, event, or invoice to a teammate, and keep the discussion in one place with internal notes and @mentions — while billing, documents, and account settings stay restricted to the right people.
Invoices, deposits, balances & Stripe payments
Create and send invoices, request deposits, track outstanding balances, and accept card payments into your connected Stripe account. Record payments received by check, ACH, or another method so the client account stays complete even when payment happens outside WellOps.
Reporting & provider-owned data exports
Review event, booking, client, practitioner, invoice, and feedback reporting in the dashboard. Download operational reports and export a complete provider-owned account archive when you need to analyze or move your data.
Referral rewards
Invite other wellness providers with your own referral link. Their first event is on us, and you earn a $99 credit toward your own event fees for every provider who gets started — applied automatically, nothing to enter.
How it works
Set up once. Operate with confidence.
WellOps handles the full operational lifecycle — not just the first booking.
Start exploring, then go live
Create your free account and you're on your dashboard right away — explore a realistic sample workspace before entering anything. When you're ready, add your business details, branding, and a few quick compliance confirmations, and your branded corporate intake page goes live in minutes.
Receive, propose, and confirm
Your prospects and clients submit requests through your page. Review the opportunity, send a custom proposal, and get corporate sign-off — all in one connected flow.
Coordinate the event in one place
Confirm the event and WellOps generates the schedule, opens employee booking, sends routine communications, and keeps staffing and event information connected.
Turn events into accounts
Track every client relationship in your CRM, set follow-up reminders, and re-engage before they think to look elsewhere.
Operational intelligence
Routine coordination handled automatically
WellOps watches every quote, event, invoice, and credential — surfacing what needs you now and handling the routine work automatically. Less to track. Fewer things that slip.
When this happens
You confirm a booking
WellOps does this
After your client accepts, the event is pre-built from the quote — confirm it and the platform fee is charged, employee time slots are generated, and the booking link is ready to share
When this happens
Quote is close to expiring
WellOps does this
Client receives an automatic reminder — no manual follow-up required
When this happens
Employee books a slot
WellOps does this
Confirmation email goes out instantly, slot is locked against double-booking
When this happens
A booking is cancelled
WellOps does this
WellOps automatically offers the open spot to the next person on the waitlist — a time-limited invitation, first come, first served
When this happens
Invoice goes overdue
WellOps does this
Follow-up emails send on a schedule — up to 3 reminders, 7 days apart
When this happens
Practitioner credential is expiring
WellOps does this
Dashboard alert appears before the license or insurance lapses
When this happens
Service agreement is sent
WellOps does this
Client signs via secure link — signed copy stored automatically
When this happens
Event date is approaching
WellOps does this
Your dashboard shows confirmed attendee count, intake completion, and staffing readiness — plus a one-click branded sign-in sheet to bring on-site. Timezone-aware communications ensure employees receive reminders at the correct local time.
When this happens
An appointment is coming up
WellOps does this
Participants receive an automatic reminder on the schedule you set — and after a completed session, an optional branded feedback survey collects responses by event, client, and practitioner
When this happens
Event is completed
WellOps does this
Invoice is ready to send, the event logs to client history in your CRM, and a follow-up reminder is scheduled — every event feeds automatically into your next opportunity
Compliance & business protection
The paperwork corporate clients expect, handled.
Track COIs, business licenses, and expiring documents in your compliance dashboard — with alerts before anything lapses. Service agreements are signed electronically through secure links and stored automatically, and practitioner credentials stay monitored across your whole roster.
Need coverage? WellOps has partnered with Coverdash so providers can get general liability coverage for corporate wellness events — entirely online, with an instant certificate of insurance.
Event liability insurance via Coverdash
Insurance products are provided by third parties. WellOps is not an insurer, broker, agent, or advisor and does not guarantee coverage, pricing, eligibility, or claims outcomes.
Ask your business anything with Claude
Connect your existing Claude account to WellOps through a secure, read-only connector. Copy the WellOps Connector URL into Claude, approve access while signed in to WellOps, and disconnect it at any time. Claude can read your requests, quotes, events, booking counts, practitioners, documents, and invoices, but can never create, change, or delete anything — and it never sees participant health information or individual names and emails, only booking counts.
Planning resources
Understand the workflow before choosing the software.
WellOps Insights explains the category, the event lifecycle, and the questions buyers should verify before implementation.
Keep your brand, your client relationships, and your service revenue.
Your branding leads the client and employee experience. Certain regulated communications, including SMS opt-in language, may identify WellOps as the technology provider. Read how we protect your data on the Trust & Security page.
Start free · Pay as you go, or monthly plans from $99