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How to let clients schedule a Free consultation

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9 comments

  • Ruth

    Hi Amanda, you can create a custom service code, with an arbitrary code number, in Settings > Billing & Services > Services > Add New Service. You'll want to make this new code "Available for Online Booking" and "Allow new clients to book." Next, go to your Calendar > Availability, click on each availability timeframe created and check the box for this new service code so clients can book it online. 

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  • Luis A. Cornejo

    Thanks! This was helpful. How can I set the free phone consultation without having to add the person requesting as a client or having to send the intake documents? Not all individuals who sign up for consultation become clients so I want to avoid having to add people to my client list, then having to delete them. Is there a way to designate them as consultation and not "clients?"

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  • Erin T. Jeffries

    I'm interested in this as well, since I'd rather designate consultation folks as "contacts" until they schedule as actual session.

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  • Deanna Sporleder, MS, MSCP, LPC

    I also ran across not being able to submit a claim since I kept a note, invoice on the consultation, and once the client engaged in services- just FYI for others, uncheck the box for that "0000" service once you create the claim or it will cause an error for other billable services you are submitting.

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  • Cathy Ranieri

    Hi there, would it be possible to answer @Luis Cornejo's question here. I too schedule free consultation calls with new potential clients, but some do not become clients and therefore I do not want to set them up in my clients list. This being said, I already set up a dummy billing code for this in my system but cannot hold time on my calendar for it without an identified client from my contacts. Is there a work around available?

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  • Deanna Sporleder, MS, MSCP, LPC

    I set them up in my clients with just the basics in order to get a consent form signed. I don't do the free consult without setting up the portal so they sign the telehealth/emergency contact or in person consent forms first. They also sign the policies- if not, at least I can see that they opened and viewed them. I keep a note about the consult. I document everything from first contact to last contact. If they do not become a client, I just put them in the inactive status. It may feel like extra work, but I believe I really need to document any contact I have with any client free or not. You can use "simple progress note" or "SOAP" depending upon how much you want to document. I'm glad I have a quick and easy way to do so.  Hope this helps. Deanna

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  • Fabienne Bain

    what there any response to this question? I am also interested in knowing if that is possible. Also, I am wondering if we can add a phone screen option when someone go to the portal instead of having to select "new client" since they are technically not clients yet. 

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  • Andrea Ryan

    I want to offer a free phone consult without asking the potential client for paperwork or for their credit card information. How do I do this?

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  • Shayna Kelleher

     Same question.  Since they are technically not clients yet, is there a way to email or text a virtual consult link without them signing all the forms?  I think it is helpful for them to see us in person (vs. a phone call) to determine if we are a good fit and also get familiar with our space.  It also demonstrates a commitment on their part for follow through and I think it could be a nice way to ease into in person (if they elect).  So much can be nonverbal.

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