This pathway walks you through our recommended setup for taking bookings and onboarding new clients as a health practitioner inside Ivorey™. Whether you're a homeopath, naturopath, physiotherapist, or another type of practitioner, it's the quickest way to start taking bookings with a solid, professional setup.
Think of this as your minimum viable setup (MVP). Once it's in place, you can layer in more advanced sales flows and automations later, but this setup alone is enough to start booking clients confidently.
Once everything is set up, here's how it will work for each new client:
A client books and pays for their consultation through your calendar booking link
They complete your in-take form, either as part of their booking or from a link in their onboarding email
You receive everything you need to know about your client before their first session
This guide is perfect if you want to:
Start taking bookings for your consultations as soon as possible
Collect the information you need from new clients before their first session
Create a smooth, professional onboarding experience for every new client
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.
We've created in-take form templates designed specifically for health practitioners, ready for you to tailor to your practice. You'll set up your form first, so it's ready to link to your consultation calendar in the next step.
Please follow the steps in our Forms Master Help Guide to customise your form and configure your form settings and notifications. We have a number of in-take form templates to choose from, including:
Client In-Take Form (general)
Homeopathic Client In-Take Form
Nutritionist Client In-Take Form
Next, set up the calendars your clients will use to book their consultations. 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 and set it up. When setting up your calendar, select and add your customised in-take form so clients complete it as part of their booking.
Alternatively, you can send it after booking instead, via the Appointment Booked workflow. Add a Send Email action to your workflow and create an onboarding email that includes the link to your in-take form.
Congratulations, you're ready to start taking bookings! 🥂
If you'd prefer to start with a discovery call, sell your consultations and treatment packages via proposals and invoices, and track each lead's stage from discovery to booking - you can expand your setup with a sales pipeline.
Please follow the steps in our Recommended Pathway for Selling guide.
Yes, you can sell your consultations and treatment packages via a sales funnel. You can embed your calendar booking widget on the Thank You page of your funnel, and include your in-take form link in your Post-Purchase workflow email. Refer to our Master Help Guide on Sales Funnels for the detailed steps.
If you’re collecting payment through a sales funnel checkout, be sure to toggle off the payment settings in your calendar so clients can book their appointment after checkout, without a second payment.
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 🤍
