The Pre-appointment checklist email template was shared with us from Chris Balbi, Co-Owner and Director of Operations of Meesha Aesthetics.
Chris shares the following email with all new patients to set themselves up for success prior to their first appointment.
💡Pro tip: Every business is different, please feel free to make any edits on the template that make the most sense for your business. Anything that is noted with a # needs to be updated or hyperlinked with your own info or links.
Template:
Subject line: [Action needed] Pre-appointment checklist |
Hi #FirstName,
1. Please complete the health history form for our medical director to review. #Link to your businesses medical intake form#
2. We are excited to announce the launch of our VIP Rewards Program! We offer memberships, packages and payment plans called the Beauty Bank. You’ll receive a $25 Welcome Offer just for signing up for the app. #Sign up here!#
3. Register for the Alle Rewards Program. It is free of charge and you will accumulate points to use discounts on future visits. https://www.alle.com
4. In a secondary message you'll get a request for a $50 deposit to support our cancellation policy. It will go toward your total the day of your appointment. #You can read the policy here#
If you have any questions, please feel free to give us a call! We look forward to seeing you.
Best, Team at #MedSpaName |
Chris's example filled out for Meesha Aesthetics:
Subject line: [Action needed] Pre-appointment checklist |
In preparation for your appointment please complete the following steps prior to your first appointment with Messha Aesthetics:
1. Please complete the health history form for our medical director to review.
2. We are excited to announce the launch of our VIP Rewards Program! We offer memberships, packages and payment plans called the Beauty Bank. You’ll receive a $25 Welcome Offer just for signing up for the app. Sign up here!
3. Register for the Alle Rewards Program. It is free of charge and you will accumulate points to use discounts on future visits. https://www.alle.com
4. In a secondary message you'll get a request for a $50 deposit to support our cancellation policy. It will go toward your total the day of your appointment. You can read the policy here - https://www.botoxbymeesha.com/cancellation-no-show-policy
|