There may be instances in which you’d like to create a Booking Link that is free, in order to offer a free consultation for prospective clients. In this instance, you likely want to make sure they do not need an existing account with your POC to sign up with you, and in general, minimize the steps required to book a session. This is commonly used for free consultations, free webinars, and complimentary phone calls. This can also apply to webinars held via Zoom that you’d like to host.
Both you and your client will receive an automated e-mail from the POC when they have booked a session (and enrolled in your free package). A new client will automatically be added to your Client List.
You may not want prospective clients to complete your standard set of intake forms until after this initial discovery call has been completed. Or, you may have a basic form for a client to complete, but not your full suite of forms. Here are instructions to set up a custom Intake Flow for Discovery Clients:
Step 1: Create a Group called “Prospective Clients” or “Discovery” (wording is your choice)
Step 2: Create an intake flow and match it to the client group that you created in Step 1. Providers will typically include a shortened version of their intake form, a HIPAA-privacy notice, and sometimes insurance request form. Some even choose to have clients complete NO paperwork, in which case the intake flow created should have NO forms.
After a successful discovery call, if you would like clients to fill out your standard set of intake forms, you can move them into another group that contains the intake forms they’ll need to fill out.
When a client books a discovery session with you from your external link, they will receive an e-mail notification with details of their upcoming session with you. They will be prompted to view details, log into the POC, and complete forms that you’ve designated for them to complete.
If your discovery session is being held over the POC Video call, your client will need to log into the web platform or mobile app. If your scheduled session / webinar is being held via Zoom, your client never needs to log in, as their appointment reminder e-mail will contain the Zoom link, that they can join directly.
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