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.
To instrukcje dla asystenta, wykonywane jedna po drugiej na twoich prawdziwych rekordach. Każda przechodzi te same kontrole, jakbyś sam o nią poprosił.
Gdy masz konto, poproś o „First visit follow-up”, a zostanie dodana jako twoja własna procedura. Od tej chwili działa na twoich rekordach, nie na przykładzie.
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.
Natychmiastowy dostęp. Bez konfiguracji