From the first message to the chair.
Create the contact, with how they found us in the notes.
Create the appointment.
Send them a confirmation with the time, the address and how long to allow.
Send a reminder the day before and ask them to reply to confirm.
Tell me the morning of if they did not confirm.
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 „New client books”, a zostanie dodana jako twoja własna procedura. Od tej chwili działa na twoich rekordach, nie na przykładzie.
Run it the same day. A no-show contacted that day usually rebooks.
The single highest-value habit in the business.
Two days after a first appointment, which is when they decide if you are their place.
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