All about intake forms and automated follow-ups
Heallist will soon introduce Client Intake Forms & Automated Follow-Ups, making it easier for practitioners to collect client information and share important resources. This feature will allow healers to:
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Automatically send intake forms after a client books a session.
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Customize follow-up emails with info packets, preparation guidelines, or other resources.
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Streamline onboarding by ensuring clients have everything they need before their session.
For now, you can use the built-in Messaging feature to send intake forms manually and receive completed forms back from clients.
NOTE: Expected launch: 2025. Stay tuned for updates!