Seamless Appointment Scheduling and Client Profile Creation:

When a client books an appointment through Calendly, their information is automatically synced with Practice Better to create or update their profile. The appointment details (e.g., type, time, and notes) are logged in Practice Better for easy tracking. Reduces administrative workload, ensures accurate scheduling, and streamlines the onboarding process.

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Automated Pre-Session Forms and Reminders:

Once an appointment is booked in Calendly, Practice Better triggers pre-session forms (e.g., assessments or intake questionnaires) to be sent automatically to the client. Automated reminders (via email or SMS) ensure that clients complete the forms before the session. Ensures practitioners are well-prepared with relevant information and reduces last-minute form submissions.

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Post-Appointment Follow-Up and Progress Tracking:

After an appointment, Practice Better triggers follow-up messages with goal-tracking forms or surveys to be sent to the client. If clients need to schedule follow-up sessions, they receive a Calendly link for easy booking. Encourages continuous engagement, ensures clients stay on track with their goals, and makes scheduling future sessions hassle-free.