Two days after a first appointment, which is when they decide if you are their place.
Message them and ask how it settled.
Write anything they say about the result into the contact notes.
If they are happy, ask for a review with the direct link.
If they are not, tell me immediately and do not send anything else.
هذه تعليمات للمساعد، ينفذها واحدة تلو الأخرى على سجلاتك الحقيقية. وتمر كل خطوة بالفحوصات نفسها كما لو طلبتها بنفسك.
حين يكون لديك حساب، اطلب "First visit follow-up" فيُضاف كوصفة خاصة بك. ومن بعدها يعمل على سجلاتك أنت، وليس على مثال.
From the first message to the chair.
Run it the same day. A no-show contacted that day usually rebooks.
The single highest-value habit in the business.
Monthly. Everyone who has not been in for twice their usual interval.
A cancellation an hour before is money unless this runs immediately.
For anything sold as a block of sessions.