Booking Appointments

If you could forget everything about this program and focus on one thing, it would be speed to lead.

Speed to lead is how fast you contact a Hot Lead after your clinic has received the notification.

Read the Hot Leads article for more information on Hot Leads and why you need to contact the quickly.

Lots of people never pick up the phone but lots do.

Some people like to text for everything. Some people still prefer a good old fashion phone call.

This is why our strategy utilizes both sms and phone calls.

You get better results when you utilize both channels, not one or the other.

We’ve seen it over and over again after working with hundreds of clinics:

If you don’t collect a credit card deposit, people will NOT show up.

It doesn’t matter how serious someone says they are about coming in. If they don’t have skin in the game (cc on file), they most likely will not show.

New patients are lucky they get to visit you, not the other way around.

If you structured your offer right, you will be offering an amazing deal valued at $300+ for only $100.

You’re going to pamper these patient and make them feel like gold.

They will have been fortunate to have stumbled across your ad, having a chance to become your client.

You are also extremely busy (or will be very soon). For this reason, you shouldn’t accept people who can’t put down a simple CC deposit.

If someone isn’t willing to do that, that’s totally fine. No hard feelings. There is a line of people behind them who will be happy to do so.

This is the mindset you should have when asking for a credit card.

Collecting a credit card over the phone does not happen by chance.

There is a definite series of questions to be asked in the right order to book a patient with credit card.

This is all included in our battle-tested phone script we provide. You can find the Phone Script in the Daily Workflow training.

Use this script. It’s been tested in 100’s of clinics and tweaked to get it perfect.

Customize it for you clinic, print it off, and then use it religiously.

If you don’t like the script, you can change it or create a new one.

At the very least, make sure you’re using A script.

The only time you should “wing it” is when you’ve successfully used a proven script enough times that you know it by heart.

With the Forever Booked system, you’ll be booking in both new and existing patients.

Because of this, your approach must be adjusted depending on the type of person you are talking to.

Make sure before calling each lead, you look them up in your CRM to see patient history, if any.

This will help you tailor your approach. It will also prevent offending loyal patients who will expect the caller to know who they are.

Patient status will also determine whether you collect a deposit or not.

We recommend only collecting a deposit for new patients.

For existing patients say: “for this offer we usually collect a deposit but since you’re such a wonderful loyal client of ours that will not be required.”

Existing patients will appreciate you for this.

NOTE: You may decide to implement a deposit for existing patients who have a history of no-showing.