Onboarding Part 2: Building Your Foundation

• 
  Forms & Waivers, Disclaimers

  How do I build out forms, waivers and disclaimers?
• 
  Services

  How do set up the services I offer?
• 
  Availability

  How do I set availability for my services?
• 
  Packages

  What is a package and how do I create one?
• 
  Booking Pages, Website Links & Widgets

  How do I create a booking page or link my services to an existing website?

It’s important to make sure you’ve set up the foundational pieces of your practice. Many of these tasks can be automated once set up so that you can remove them from your to-do list and also improve your clients’ experience.

• Forms & Waivers
• Disclaimers/Terms & Conditions
• My Services & Packages
• My Availability
• Programs
• Customizing Bookings Pages
• Website Links & Widgets

Forms & Waivers

Create any form you’ll need to send to clients to complete when they work with you. These can be health intake forms where you collect information, or they can be waivers and agreements where you collect information and/or consent via an electronic signature. 

Setting up these forms will save you the hassle of emailing, downloading, printing, signing, and scanning completed forms back into Practice Better. Clients will receive the forms in their Client Portal as well as in their email inbox where they can simply open, complete, and submit them directly to Practice Better.

Learn more about Using our Form Builder or using Uploaded Forms/Worksheets created outside of Practice Better. To get you started, we also have many Form Templates you can download and customize to suit your needs.

Disclaimers/Terms & Conditions

When a client is booking a package or service, you can set up Terms & Conditions or a Disclaimer for them to accept prior to them completing the booking, such as a privacy or cancellation policy.

Terms & Conditions are meant for the client acknowledgment, if you require your client to provide a signature acknowledging the terms or would like to keep a copy for your records, then it would be better to create a form or waiver with a required signature.

My Services & Packages

Services are the different sessions or offerings your practice provides to clients, such as consultations or follow-ups. Services can be set up and configured under My Practice > My Services.

Packages are a group of individual services or programs a client can purchase. When you sell services and programs as a package, clients will pay the package fee instead of the individual fees you've set up for your services/program. Packages can be set up and configured under My Practice > My Services.

My Availability

You can set up availability to have greater control over when clients can request sessions. Availability can be set up for one-off days or on a recurring basis. When setting up your availability, you can further customize it to restrict what services are offered at certain times or what location clients can go to if you have multiple locations.

Programs

The Programs features allow you to share your knowledge and expertise with more clients in an automated way. You can create modules within your programs to drip your content to your clients at scheduled intervals. Programs can be created as a Fixed-Date or Evergreen.

Fixed-date programs run from a set start date and finish on a set end date. Modules are unlocked and accessible to clients based on calendar dates. Evergreen programs are available at any time. A client/participant can purchase an Evergreen program and run through it on their own. Modules are unlocked and accessible to clients/participants based on duration after enrollment (ie. 1 week after client enrolls).

Learn more about setting up programs.

Customizing Bookings Pages

Booking pages are the pages your clients will go to request a session with your practice. Custom Bookings Pages allow you to customize which services/packages are displayed and in which order and can be done by going to Settings > Share My Link and under Public Bookings Pages, Click the Add page button to create a new custom booking page.

Website Links & Widgets

If you have a website outside of Practice Better but would like to handle the booking and payment process within Practice Better you can link your services, packages, and programs to your website either with a link or a widget so clients can book your services directly from your website.