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 an automated welcome message:
Click here or navigate to Messages via the sidebar.
Select the ⛭ Gear icon in the upper right and then select "Add client welcome message" from the drop-down menu.
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.
You will use the same process whenever you want to edit or refine your welcome message.
Delete your welcome message
To delete your existing welcome message so it stops sending to new clients:
Click here or navigate to Messages via the sidebar.
Select the ⛭ Gear icon in the upper right and then select "Delete client welcome message" from the drop-down menu.
You'll see a green confirmation pop-up at the bottom of the screen, confirming the deletion. From now on, automated welcome messages will not be sent to new clients.