Welcome Sequence

Edited

1. Deciding Appointment Structure

The appointment structure will vary depending on your unique clinic setup. However, you can use the structures below as a general guide:

Welcome, Paperwork, Before Photos: 10 minutes

Consultation: 15-30 minutes

Consent & Intro Treatment: 15-30 minutes

Checkout & Set Next Appointments: 10 minutes

Total Time: 50-80 minutes

You’ll have a better idea of the actual appointment time after you have performed a few appointments.

2. Creating A Great First Impression

  1. Show big smiles, greet by name, offer drinks and show the restroom.

  2. Communicate exactly what will happen next:

    Paperwork, consulting, treatment (mirror expectations set while booking the appointment. Congruence = trust.)

  3. Have them meet the person they spoke to while booking the appointment, especially if there was a good connection.

  4. Take into account any special details discovered on the initial phone call (e.g. mood of the person, the husband doesn’t want to know, has kids, etc.).

3. Paperwork

  1. Give them your NEW PATIENT (not consent) forms. Let them know consent forms will be signed after the consultation according to what treatment they may get.

  2. Get them to fill out the Pre-Assessment Survey.

    💡 Every new patient should complete a pre-assessment survey before attending a consultation. This will remind them why they took action in the first place and will help the consultant better understand their needs.

4. Before Photos

Taking before photos is important for 3 reasons:

  1. It gives you a baseline for future improvement.

  2. It shows the patient you are serious about improving their appearance.

  3. It is legal documentation protecting you from litigious patients.

How to take before photos:

  1. Dedicate a specific clinic area with consistent lighting. It doesn’t have to be fancy. The photo below is a great setup.

  2. Take photos of front, oblique, lateral, and full motion if doing injectables. (You should have also received instructions for this from your aesthetics professionals.)

  3. Pic Stitch can make simple collages of your B&A photos. Keep things simple so it gets done consistently.