Send intake reminder email after client booking created
Send intake reminder email after client booking created
Your bookings sometimes lack completed intake forms, leaving therapists without patient context and delaying session prep. This workflow sends a prompt reminder so forms arrive before the appointment.
Overview
When clients book but don't finish intake, therapists start sessions without essential context and the team spends time chasing forms. This flow checks form responses and sends immediate, personalized reminders so questionnaires arrive before appointments and preparation time is preserved.