This guide walks you through our recommended setup for onboarding new homeopathic clients inside Ivorey™. By following each step in order, you'll have a smooth, professional process that takes a new client from their first call with you through to a booked consultation, with their in-take form completed ahead of time.
Once everything is set up, here's how onboarding will work for each new client:
A potential client books a sales or discovery call with you, through your sales call calendar
After the call, you send them a proposal and invoice for your consultation or treatment package
Once they pay, Ivorey™ automatically tags them and sends a welcome email with a link to book their consultation, and a link to your in-take form
Your client books their consultation and completes their in-take form, so you have everything you need before your first session
This guide is perfect if you want to:
Create a smooth, professional onboarding experience for your homeopathic clients
Collect the information you need from new clients before their first consultation
Automatically send new clients everything they need to book and prepare, as soon as they've paid
Follow these steps in order, as each one builds on the step before it. We've linked every guide you'll need along the way.
Before you can onboard new clients, you'll need a way to sell your consultations and treatment packages. This pathway walks you through setting up your services as products, creating your proposals and invoices, and setting up your discovery or sales call calendar.
Please follow the steps in our Recommended Pathway for Selling guide.
Next, set up the calendars your clients will use to book their consultations once they've paid. These are separate from your discovery or sales call calendar.
For online or 1:1 consultations, we recommend a Meetings Calendar using the Personal Booking type. If you see clients in person and work with multiple practitioners or treatment rooms, a Services Calendar may be a better fit.
Please follow the steps in our Calendars Master Help Guide to choose your calendar type, set it up and configure automated appointment emails.
We've created an in-take form template designed specifically for homeopaths, ready for you to tailor to your practice. In this step, you'll review the questions, update the branding, and copy your form link so it's ready to send to new clients.
Please follow the steps in our Forms Master Help Guide to customise our template and configure your form settings and notifications:
Search for the Homeopathic Client In-Take Form template
Review each question in the template and update it to suit your practice
Now you can customise the automations for your sales pipeline. Make sure to include your consultation calendar booking link and your in-take form link in the Invoice Paid workflow email. So when a client pays their invoice in full, they receive an email encouraging them to book their first consultation and complete the in-take form.
Please follow Step 2 in the Customise Our Bonus Sales Pipeline guide to customise your workflows.
Congratulations, your homeopathic onboarding is ready to go! 🥂
Yes. Instead of sending your form link in the welcome email, you can attach your in-take form to your consultation calendar, so it appears at the time of booking.
If you're using a Services Calendar, you can attach it as a Service-Level Form on each service (see our Set Up a Services Calendar guide).
Yes. You can absolutely sell your homeopathic services via a sales funnel, instead of via a discovery/sales call, proposal and invoice. Refer to our Master Guide on Sales Funnels for the detailed steps, and be sure to include your consultation calendar booking link and your in-take form link in the Post-Purchase Workflow email.
Hit the support chat widget inside Ivorey™ - we can:
Upload the templates to your account, if you can’t find them
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍
