Summit
Multi-location operations, retention and advanced account billing controls in one practice system.
Summit is the base practice system for established and multi-location behavioral-health organizations. It builds on Momentum with resource scheduling, packages, memberships, recall, campaigns, reviews, referral growth and advanced account billing. Add AI Autopilot when you want configurable inbound and outbound access workflows across locations.
per practice per month
with AI Autopilot: $688/mo
Everything Summit includes
Everything in Momentum, plus everything below.
See what Momentum coversResources and recurring services
Coordinate shared rooms and equipment alongside the session calendar, then offer prepaid packages or recurring memberships with client enrollment and remaining-usage history.
- Rooms and equipment scheduling with conflict protection
- Prepaid session packages and credit bundles
- Client package assignment and usage tracking
- Recurring memberships and enrollment management
Recall and reactivation
Identify clients who are due back, schedule outreach using recorded preferences and practice review and see which contacts return to the booking flow without relying on a manual phone list.
- Scheduled email and SMS campaigns
- Recall and reactivation audience workflows
- Recurring outreach with consent and quiet-hour controls
- Delivery and rebooking funnel visibility
Reviews and reputation
Request feedback after completed visits, review ratings in one queue and manage practice responses while keeping outreach consent visible.
- Post-visit review request workflows
- Ratings and review moderation workspace
- Practice responses and review history
- Review-request consent controls
Campaigns and referrals
Create targeted outreach, preview the audience before sending and track referral-link activity through lead follow-up and booked conversions.
- Consent-aware email and SMS campaigns
- Audience preview and scheduled campaign delivery
- Shareable referral links and lead pipeline
- Campaign, referral and booking conversion summaries
Advanced account billing
Extend the core invoice ledger with client statements, traceable credits and controlled account adjustments for more complex billing operations.
- Account statements and generated receipts
- Credit memos with application history
- Manual adjustments and write-off tracking
AI Autopilot
A configurable AI operations layer across locations and phone lines.
AI Autopilot supports inbound access and outbound recall, reactivation and reminder workflows across multiple lines and locations. Your organization controls the persona, approved knowledge, handoff rules and escalation path, and connector availability must be confirmed for each external system.
- Everything in AI Front Desk
- Outbound AI calls — recall, reactivation and reminders
- Multiple AI phone lines & locations
- Custom agent persona, voice & model
- Custom AI integrations (MCP connectors)
- Priority AI tuning & support
added to Summit
Switch it on at checkout or any time after.
Not sure Summit is the fit?
See all plans side by sideReady to run your practice on Summit?
$89/mo per practice — role permissions, tenant-scoped storage and data-import tools included. Cancel any time.