Your new-client form A new caller who wants an appointment gives their name and mobile and is texted your intake form.
On website chat, the link goes in the reply. Clients add Medicare, referral and card details on your form. The receptionist never asks for them. Returning clients book as usual. Where: Receptionist › Links & services › New client booking form Topic: Website chat · Open in Salutant: Links & services
Enquiries list Everyone new who called or chatted wanting an appointment, in one list.
Mark each one Contacted, Booked or Not interested as you follow up. Download the list as a spreadsheet. Where: Conversations › Enquiries Open in Salutant: Conversations
Asks about offers, if you want It can ask new callers once, naturally, if they’d like to hear about offers, and records the answer.
Off unless you turn it on. Only people who said yes are marked “OK with offers”. Where: Receptionist › Links & services › Ask new callers about offers Open in Salutant: Links & services