Description
A new client calls you and books an appointment. Great. You’ve logged their essential information with your phone intake form. Even better. What next?
Use this template to confirm the details of your client’s first appointment in writing.
Designed to reduce failures to attend, confirm assessment fees, answer frequently asked questions about your address and other logistical details, and share your client questionnaire, this template also incorporates reference to your booking and cancellation policy and privacy policy (if you have them).
This template is available in Word and PDF formats.
