Sometimes clinics want to offer a general bookable service through the online scheduler or calendar that isn’t directly tied to a specific treatment, such as fillers or botulinum toxin. A common example of this is offering a “Cosmetic Consultation.” Below, we’ll guide you on how to set this up in Clinicminds.
Step 1: Create a general treatment category
Start by creating a general treatment category in the system. For instance, name it “Cosmetic Consultation.”
This treatment category can be linked to general medical questions that are applicable to all treatments. This allows for a broader range of bookable services while ensuring the consultation is relevant to any treatment the client might later pursue.
The name of this treatment category will be visible in the confirmation email sent to clients. This ensures clear communication and helps manage client expectations about the appointment type.
Step 2: Add a bookable service
Create a bookable service with a name such as “Consultation” or “Free Consultation.”
This bookable service will be visible in your online scheduler and agenda.
Link this bookable service to the treatment category created in the previous step.
Step 3: Conduct the consultation
During the consultation, select the appropriate treatment category based on the client’s preferences or needs.
Carry over the general questions from the consultation and complete them as needed.
Add any specific information relevant to the chosen treatment.
Benefits of this setup
Flexibility: It allows clients to book a general consultation without committing to a specific treatment upfront.
Efficiency: General questions ensure the necessary information is already in place when selecting a specific treatment later.
Clear Communication: Clients receive clear appointment details, helping them understand what to expect.
By following these steps, you can provide a seamless experience for clients seeking general consultations, ultimately enhancing your clinic’s bookable service offerings.