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:
-
Automatically send intake forms after a client books a session.
-
Customize follow-up emails with info packets, preparation guidelines, or other resources.
-
Streamline onboarding by ensuring clients have everything they need before their session.