Appt Booking Checklist

Edited

Complete the checklist below to get prepared to book a ton of appointments!

1. Bookmark app.foreverbooked.com and download the mobile app.

Open your web browser and bookmark app.foreverbooked.com.

Download The App: In your software sidebar click Your Resources > Mobile App. Follow the onscreen instructions.

2. Set Up Text-To-Pay Links

Using text-to-pay links is an easy way to facilitate a credit card deposit, and will increase your phone close rates.

  1. Open app.foreverbooked.com and go to Settings β†’ Integrations.

  2. Select β€œConnect With Stripe.”

  3. Follow the onscreen instructions.

3. Edit & Print Phone Call Scripts

  1. Open the phone scripts through the links below:

    πŸ“„ Booster Shot Phone Call Script (for sms campaigns to existing patients)

    πŸ“„ New Patient Phone Call Script (for new patient campaigns)

  2. Click file β†’ Make a copy. This will create a version of the document you can edit


4. Decide how much you will charge for a deposit.

πŸ’³ Always collect pre-payment before booking appointments. If you do not collect pre-payment, expect the appointment show-up rate to be <20%

We recommend charging a $50 deposit to confirm the appointment. That goes towards the total price of the intro offer. For example, if the intro offer is for $100, you charge $50 over the phone and the remaining $50 in the clinic.

You can also charge the full value of the intro offer (for example: $100) prior to booking the appointment.

5. Review the Appointment Booking Workflow

Click here to access the Appointment Booking Workflow.

This article shows you the exact step-by-step of booking appointments using our system and software.