
Automate a process
For the sensitive first steps of welcoming a new client and getting them scheduled with care.
- New-client intake — gently collect name, contact, concerns, and insurance before the first session
- First-appointment requests — take preferred times and pass them to a therapist to confirm
- Insurance prep — gather plan details so the front desk can check benefits and out-of-pocket cost early
- Reminders and confirmations — send a warm appointment confirmation and a gentle reminder before each session
- Reschedule follow-up — help a client who missed a session find a new time without friction
A warm, private first touch for every inquiry and far less phone tag for your team.








