Initial Free Consult organization and form

Follow

Susan Robens

• August 30, 2021 06:19

I'm new and building up my practice and it seems there are times when I get a surge of calls and I currently post them in my calendar as 'other' because I do not want to make them 'clients' until/if they become one.  Does anyone have any suggestions on how to keep track of these in terms of notes?  The calendar does not allow us to take notes with the appointment for 'other'.  I just need to jar my memory, like didn't call, etc. or something instead of having to make a separate list somewhere.  Does anyone have initial/consult forms by chance?  Thanks!

0

• 

  Jill K. Davis

  • September 23, 2021 14:03

  Hi Susan - I don't have any answers for you, but I would love to see some answers to these questions too!

  0

  Comment actions Permalink

Please sign in to leave a comment.