Reception & The Client Journey
IN THIS LESSON
You will learn the steps to confidently manage the reception inbox.
This step-by-step video on how to manage the reception inbox. We offer this as a guideline process but recognise that great receptionists or practice managers will find better ways. If this is the case we’d love you to follow your gut. Please just update the process (editable word version is on Google Drive) and then upload here. Make a note that a new version has been created and date with day/month/year. This will allow future team members to be able to work confidently.
At the bottom you will find a written process document and script. Feel free to save this to your computer for future reference.
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Download the process document to follow for managing the reception inbox
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Download the script for when clients email to cancel. This allows standardised client journey for all