← All courses
Automate client onboarding
From first enquiry to first appointment without a single copy-paste. One form, automatic reminders, and hand-offs your team can't miss.
Who it's for
Clinics, studios and service businesses whose front desk spends hours on intake, reminders and follow-ups.
You'll finish with
- Your onboarding written down as it really happens today
- One intake form that creates the client record and the booking
- Automatic welcome, reminder and follow-up messages
Lessons
- Write down onboarding as it happens10 min
- One intake form that feeds everything10 min
- Welcome, reminders and follow-ups10 min
- Hand-offs your team can't miss10 min