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Onboarding new clients

Give new clients a smooth start: a welcome message, intake forms completed before the first visit, and clear expectations.

Good onboarding means your client arrives at their first appointment knowing what to expect, with their intake form already done. In HealthBank you set this up once and it runs for every new client.

The onboarding flow

  1. Client books through your booking link or you book them in. (see How do I book a new appointment for a client?)
  2. They get a confirmation email and reminders automatically.
  3. They complete your intake form before the appointment, and it's saved to their Health Record. (see How do I send a form to a client?)
  4. They join in person or by video from the HealthBank app or their dashboard.

Screenshot: (see How do I send a form to a client?) They join in person or by video from the HealthBank app or their dashboard

Forms to set up

Form When to use it What to include
Intake form Before the first appointment Medical history, medications and supplements, allergies, symptoms, goals
Short intake form One-off or short consults Contact details, reason for visit, key history
Food and lifestyle diary (dietitians) Before or between visits Meals, sleep, stress and activity; ask for photos
Discovery call questions Before a free intro call Contact details, what they need help with, whether you're the right fit

Build these in the form builder, or start from a HealthBank template. (see How do I create a form?)

Your welcome message should cover what happens in the first session, how to prepare, how to join by video, your cancellation policy and how to contact you.