How to Build a Caseload in Your Canadian Private Practice With Online Booking | Ep 37
Episode description
Are you still emailing your clients back and forth to set up sessions? Do you need to free up some time in your schedule and automate the admin? Did you know that setting up an online booking system is really easy?
Setting up an online booking system has saved me so much time! And switching to an automated booking structure allows my admin staff to work on other important tasks, and get more done, which helps my Canadian private practice to grow steadily and smoothly.
Online booking is a great tool for counsellors in private practice, and in this episode, I show you how to do it!
In This Episode:
- Why you should choose online booking
- How to set up your online booking system
- My tips for you
- Create email and phone call systems
Why you should choose online booking
Online booking is not only helpful and time-saving for counsellors, but it is also helpful and less stressful for clients as well.
If you are nervous about not feeling in control of your schedule, you needn't worry. There are different structures on the backend that you can make use of to block off your time and control your online booking schedule.
With Jane App, you can select a setting that only allows clients to book one session in advance so that a client won't fill up your schedule for weeks on end.
How to set up your online booking system Go onto your EMR or Jane App, then to your online booking settings, where you can create and upload your profile, which includes:
- Uploading your logo
- Selecting your brand colours
- Uploading your profile image
- Adding short definitions of your sessions and what counselling is
- Choosing to showcase your price
- Select a monthly view or a weekly view of your schedule
- Adjust your settings to allow clients to only book a certain amount of appointments in advance
Once you have completed these steps, you can get your booking link to put onto your website. If you work with Brighter Vision, send them your booking link and ask them to turn it into a "book now" button on your main page, and wherever you have your call-to-action.
My tips for you Have a "book now" button on the header of your website so that it is easy for your clients to find where they can book an appointment with you.
Put your Jane App booking link on your Psychology Today profile.
Another tip is to put "secret sessions" on your online booking profile because it saves you some reserved slots that you can open up if you need to have an emergency session with a client.
And, if these reserved spots are not needed, then you can easily open them up and make them available for booking.
Create email and phone call systems You'll find our call and e-mail templates here.
Systems like online booking can help you to scale your Canadian private practice and get more work done without becoming burnt out. Help yourself out, and invest in these sustainable practices to help you and your business thrive.
Connect with me:
Resources Mentioned and Useful Links:
Ep 36: How to Keep Digital Information Secure in Your Canadian Private Practice | Ep 36
Article: How to Set Up a Canadian Private Practice Website
Sign up for my free e-course on How to Start an Online Canadian Private Practice
Jane App (use code FEARLESS for one month free)
Building a Canadian Online Group Private Practice | EP 06
Rate, review, and subscribe to this podcast on Apple Podcasts, Google Podcasts, Stitcher, Spotify, Amazon, and TuneIn