Bookings on JaneApp
Overview
When a client books a session with you through JaneApp, you will receive a booking notification by email.
What to do when you get a booking
Contact new clients before the appointment
Please get in contact with all new clients prior to the appointment. You can contact them either by email or by text.
Suggested timing:
- Contact the client within 24 hours of receiving the booking (or by the next business day).
Information to give new clients
Please:
- Introduce yourself
- Give them a way to contact you if necessary:
- your Head & Heart counselling email, and
- optionally your phone number for texting (your choice)
- Verify with the client whether the session will be:
- on Zoom (link sent by you), or
- on the JaneApp video platform, or
- in person
- Help prevent duplicate Jane profiles:
- Ask the client to use the same email address they booked with for all Jane communications/links.
If the session is in person
- Make sure the client has the office address.
- For building entry/buzzer setup, contact admin (do not share building access details broadly).
Purpose of this outreach (why it matters)
This message is not just logistics. It’s also meant to:
- welcome the client
- make personal contact so they feel a personal connection to you
- reduce confusion and no-shows by confirming modality and expectations
Template: message to new client after first booking
Use:
Referral information
- If a first-time client contacted admin prior to booking, admin will forward to you any information we have about the client and the counselling they are looking for.
-
If the client is someone that one of the other counsellors knows, that counsellor will forward any information the client has consented to share.
- Please note: a Release of Information form/signature is required for any previous counsellor at the clinic to share client information with the new counsellor.