Licensed counselors convert booking rows into consults fast

Licensed mental health counselor misses booking-sheet updates, letting inquiries go cold. Scheduling links and pre-consult forms arrive quickly, so counselors convert inquiries into scheduled 20-minute consults.

Overview

Booking requests that sit unemailed cost consults for solo counselors. This workflow turns spreadsheet updates into personalized scheduling emails and pre-consult forms, eliminating missed follow-ups and ensuring first contact happens quickly. The result is faster handoffs and fewer cold prospects for small private practices.

Notable Features

Send scheduling emails with link
Attach pre-consult form to emails
Create contact record from spreadsheet