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Pre-session prep instructions sent automatically
admi
Author:
admi
Communication & Engagement
Pre-session prep instructions sent automatically
Communication & Engagement
Payment reminders and receipts sent after each appointment
Communication & Engagement
Mass notifications for changes to office hours or policies
Communication & Engagement
Managing newsletter subscriptions and distribution
Communication & Engagement
Drip campaigns for ongoing client engagement
Communication & Engagement
Birthday or milestone greetings to clients
Communication & Engagement
Automated follow-up emails or surveys post-session
Communication & Engagement
Automated crisis response routing based on email or message keywords
Communication & Engagement
Auto-logging all client communication into CRM
Client Intake & Onboarding
Welcome email and information packet delivery
Client Intake & Onboarding
Payment information collection and invoicing
Client Intake & Onboarding
Intake questionnaire distribution and reminders
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Industries
Education
Corporate
Professional Services
Agriculture
Recreation
Arts
Food & Beverage
Social Services
Government
Wholesale
Healthcare
Retail
Non-profit
Religious
Lead gen
Ecommerce
Use cases
FAQ
Contact
Get Started