Client Onboarding & Consultation

Client Onboarding & Consultation

Personalized client welcome email workflow

admiJuly 6, 20251 min read

Client Onboarding & Consultation

Scheduling automation for consultations (reminders, rescheduling, cancellation)

admiJuly 6, 20251 min read

Client Onboarding & Consultation

Secure automated document exchange (contracts, agreements)

admiJuly 6, 20251 min read

Client Onboarding & Consultation

Automated payment requests and invoice generation

admiJuly 6, 20251 min read

Client Onboarding & Consultation

Automatic intake form distribution upon booking

admiJuly 6, 20251 min read

Client Onboarding & Consultation

Automatic thank-you or feedback email after consultations

admiJuly 6, 20251 min read

Client Onboarding & Consultation

Integration with video call platforms (auto-send links)

admiJuly 6, 20251 min read

Client Onboarding & Consultation

Onboarding checklist automation for new clients

admiJuly 6, 20251 min read

Client Onboarding & Consultation

Alert and task assignment to staff for new onboardings

admiJuly 6, 20251 min read

Client Onboarding & Consultation

Auto-collection of pre-consultation information

admiJuly 6, 20251 min read