The welcome message feature allows you to send an automated message to clients after they book their first session with you. This personalized touch ensures clients know how to contact you and increases their likelihood of attending their first session. We've found that clients are 33% less likely to cancel when a welcome message is sent.
Set up your welcome message
To set up a welcome message for the first time:
Navigate to the Dashboard.
Select 'Set a welcome message for new clients' from the "Tasks" section.
Create your welcome message, or use the default one and select Save.
Great! New clients will automatically receive this message in their Client Portal when they book their first intake appointment with you.
Update your welcome message
To update your existing welcome message:
Navigate to Messages.
Select the ⛭ Gear icon next to the "Compose" button in the upper right.
Select "Edit client welcome message" from the dropdown menu.
Edit your welcome message and select Save.
Great! When new clients book their first intake appointment with you, they will automatically receive your updated message in their Client Portal.
Delete your welcome message
To delete your existing welcome message so it stops sending to new clients:
Navigate to Messages.
Select the ⛭ Gear icon next to the "Compose" button.
Select "Delete client welcome message" from the dropdown menu.
You will see a green confirmation pop-up on the lower half of the screen confirming the deletion. From now on, welcome messages will not be sent to new clients.
Troubleshooting
I don't see the setup task on my dashboard.
If the welcome message task is no longer available or has been dismissed, you can still set up your welcome message. To set up the message without the task:
Navigate to Messages.
Select the ⛭ Gear icon next to the "Compose" button.
Select "Add a client welcome message" from the dropdown menu.
Create your welcome message or use the default one and select Save.