AI appointment setter for health and wellness coaches
They have tried everything and still feel off. Book the ones ready for real support.
Intellicoach is an AI appointment setter for health, wellness, nutrition, gut health, and hormone and menopause coaches. It works in your Instagram and Facebook DMs, qualifies leads with your questions, follows up when they go quiet, and books discovery calls.
It is a sales assistant, not a practitioner. You set it up to stay out of advice, and handoff rules, checked before every reply, can pause the AI and send questions about diagnoses, medication, pregnancy, or urgent symptoms to you.
Hi! Your post about gut health hit home
So glad it did! What has been going on for you lately?
Bloating every day. Also I have PCOS and my doctor just changed my medication
The DMs you actually get
Health DMs are personal before they are commercial.
People write to health and wellness coaches after years of feeling unwell or unheard. The setter's job is to listen, qualify, and book, and to leave anything that sounds like medical advice to you.
Symptom-first
A first message that lists every symptom
Bloating, fatigue, poor sleep, and bloodwork that keeps coming back normal. The setter acknowledges what they are dealing with without interpreting any of it, asks your qualifying questions, and moves toward a call where you can assess fit properly.
Condition-specific
"Can you help with my PCOS?"
Or perimenopause, or thyroid, or gut issues. The setter answers with what you have told it about who your program is for, and your handoff rules keep medication and treatment questions with you. If you want every condition question handled personally, make that a rule too.
Free plan request
"Can you just send me a meal plan?"
A request for the deliverable without the program. The setter responds with your chosen approach, such as a free resource from your saved links or an explanation of why plans come after an assessment, and keeps the conversation moving toward a call.
Current clients
Clients sending food logs and symptom updates
Check-ins, lab results, and protocol questions belong with you, not a sales conversation. Mark clients as protected contacts and the AI never messages them.
Qualification
Qualification that stays in its lane.
You choose the questions: their goal, their daily habits, what they have tried, and whether your program fits. Required questions must be answered before a call is offered, and what a lead already told you is remembered, so nobody has to repeat their health history in the DMs.
Common qualifiers
- The main thing they want support with, in their own words
- How long it has been going on and what they have already tried
- Their daily habits around food, sleep, stress, and movement
- Whether their goal fits your focus, such as gut health or perimenopause
- What support they have now and what has been missing
- Readiness to invest in coaching and to talk on a call
Where you take over
Anything medical goes to you.
Handoff rules are checked before every reply. When one matches, the AI pauses without replying and flags the thread, so a question about medication or a worrying symptom gets your judgment, and a referral back to their doctor if needed, instead of an automated answer. These are examples worth setting up before you go live.
Abusive messages, sexual content, and conversations with minors are handled automatically, even without a rule.
- A new or suspected diagnosis, or a question that needs a medical opinion
- Medications, prescriptions, or supplements taken alongside them
- Pregnancy, trying to conceive, or breastfeeding
- Signs of disordered eating, extreme restriction, or rapid weight loss
- Urgent or worsening symptoms that need a doctor, not a coach
Objections
The objections health leads actually raise.
"I have tried everything and nothing works."
The setter asks what they have tried and what happened, without arguing or promising that this time will be different. That history is exactly what your call needs.
"Why pay a coach when I already have a doctor?"
Your guidance can explain how your coaching fits alongside medical care rather than replacing it, in your own words, so the setter never positions you as an alternative to their doctor.
"Will this fix my hormones?"
The setter never promises a health outcome. It answers with what your program focuses on and who it is built for, and anything clinical goes to you through a handoff rule.
Follow-up and booking
Health leads need time, and a gentle nudge.
People pause to talk to a partner, wait for a doctor's appointment, or go quiet during a hard week. Follow-ups re-open the thread at the stage it stopped, with text variations, a voice note, or an AI-written message, and you choose what each stage sends.
When a lead is ready, the setter shares your booking link or, with Calendly or GoHighLevel connected, offers open times and books the discovery call in the DM. Bookings show in your pipeline next to the conversation that led to them.
FAQ
Health and wellness coaches: common questions
Its job is the sales conversation. You tell it how to respond when someone asks what to eat, take, or change, and handoff rules checked before every reply send medical questions to you. Try it in Test Mode before going live, and correct any reply that goes further than you want.
Write handoff rules for them. When one matches, the AI pauses that conversation without replying and flags it, so you decide how to respond and whether to point them back to their doctor.
Yes. Use Guided Phases with required and optional questions, or write a Framework SOP that describes your process. Required questions must be answered before a call is offered, and anything the lead already mentioned counts, so they are not asked twice.
Mark clients as protected contacts and they never receive AI messages. You can also switch the AI off for any single conversation or take over from the inbox at any time.
Plans are built around booked calls rather than message volume, and you are never charged for conversations that do not book. Core starts at $497 per month with 20 booked calls included, and Intellicoach is free until it books your first 3 calls or 30 days pass, whichever comes first.
Other coaching niches