Prompt Pack For Client Management

Prompts For Booking Confirmation Emails...

  1. Appointment/Class Booking Confirmation Email
    Write a booking confirmation email for a client who has just made a purchase for an [appointment/class] in my practice. Use persuasive language to thank them for their purchase and explain that we are looking forward to seeing them.
  2. Subscription/Treatment Course Booking Confirmation Email
    Create a booking confirmation email for a client who has just signed up for a [subscription/treatment course] service. Use a friendly and welcoming tone, and include details about the [subscription/treatment course] and how it works.
  3. VIP Client Booking Confirmation Email
    Write a booking confirmation email for a VIP client who has made a significant purchase of [service]. Use language that reassures them about the order, highlights the benefits of the service, and offers information about any next steps in the process. Avoid language that makes any commitment to firm outcomes for the individual, as each outcome will be different and cannot be guaranteed.
  4. Waitlist Confirmation Email
    Create an order confirmation email for a client who has pre-ordered a new product/service that is set to be released soon. Use language that creates excitement about the product/service and includes details about the release date [insert date] and any additional useful information [e.g. shipping/location].
  5. Gift Voucher Purchase Confirmation Email
    Write an order confirmation email for a client who has just purchased a voucher as a gift. Use language that thanks them for their purchase and includes information about ways their recipient might wish to use their voucher. Include the option for them to send a personalised message.

Prompts For Billing Communication...

  1. Invoice & Payment Confirmation – Sent after payment is received
    Write a professional yet friendly payment confirmation message for a client who has completed a payment. Include the payment amount, date, and any relevant invoice details. Keep the tone reassuring and appreciative.
  2. Outstanding Payment Reminder – Friendly reminder for unpaid bills
    Generate a polite yet firm payment reminder message for a client with an overdue balance. Ensure the tone remains professional and understanding, and include payment details and options for resolution.

  3. Insurance & Claims Assistance – Guidance on insurance processing and claims
    Create a clear and supportive message for a client explaining how to process their insurance claim for a recent treatment. Include necessary steps, required documents, and any contact information they may need.

  4. Payment Plan Agreement – Confirmation of instalment plans
    Write a clear and professional payment plan confirmation message for a client who has arranged to pay in instalments. Include agreed-upon dates, amounts, and payment methods to ensure clarity.

Prompts For Online Account Management Emails...

  1. Updating Account Information Email
    Write an email that guides clients on how to update their account information, including their name, address, and (any other relevant) information.

  2. Password Reset Instructions Email
    Create an email that explains the process of changing a password for clients who need to reset their login credentials.

  3. Benefits of Creating an Account Email
    Write an email that informs clients about the benefits of creating an account with my website, including faster booking access, treatment notes, and history tracking.

  4. Email Verification Request Email
    Create an email that encourages clients to verify their email address for security purposes and to ensure they receive important updates and notifications.

  5. Account Deletion Process Email
    Write an email that explains the account deletion process and what clients should expect after their account has been deleted. Explain that client data will be kept for (insert relevant timeline for your business) in line with GDPR guidelines.

Prompts For Appointment Management Emails...

  1. Initial confirmation after booking:
    Write a friendly appointment confirmation message for a patient who has just booked an appointment at our [type of wellness practice]. Include the appointment date, time, location, and any key details they should know. Keep the tone warm and professional.

  2. Appointment Reminder – 24–48 hours before the appointment:
    Generate a polite and concise appointment reminder message for a patient, including the date, time, location, and a request to confirm attendance. Ensure it’s suitable for SMS or email.

  3. Missed Appointment Follow-Up – Encouraging rebooking after a no-show:
    Create a compassionate follow-up message for a patient who missed their appointment, expressing understanding while encouraging them to rebook. Keep it professional and supportive.

  4. Rescheduling/Cancellation Notice – Informing patients of a reschedule or cancellation:
    Draft a professional yet empathetic message to inform a patient that their appointment has been rescheduled or cancelled due to unforeseen circumstances. Offer a rebooking option if applicable.

  5. Waitlist Notification – Alerting patients of earlier availability:
    Create a polite and proactive message for a patient on the waitlist, informing them of an earlier appointment slot that has become available. Make it clear they need to respond quickly to secure it.

Prompts For Service/Treatment Enquiry Emails...

  1. Service/Treatment Benefits Enquiry Email
    Write a (service/treatment) enquiry email that explains the unique features of (service/treatment) and how they benefit the client. Be sure to include any specifications or compatibility requirements.

  2. Service/Treatment Comparison Email
    Create an email that provides a comparison between (service/treatment 1) and (service/treatment 2), highlighting the key differences and recommending the best option for the client's needs.

  3. Addressing Client Concerns About a Service/Treatment
    Write an email that addresses a client's concern about (service/treatment) and explains how it meets their specific requirements.

  4. Customisation Options for a Service/Treatment
    Create an email that explains how (service/treatment) can be customised or adapted to meet the client's needs. Include any relevant customisation options or additional adaptations that will be made (list what they are if known).

  5. Instructions on a Service/Treatment
    Write an email that provides detailed instructions on how to use (service/treatment) for a specific purpose or goal. Be sure to include any necessary accessories or additional equipment that may be needed.

Prompts For Treatment/Care Plan Communication...

  1. New Client Welcome Pack – Introduction to your practice, services and what to expect
    Write a warm and professional welcome message for a new client at [type of wellness practice]. The message should introduce our services, explain what they can expect at their first appointment, and reassure them they are in good hands. Keep it friendly and informative.

  2. Treatment Plan Explanation – Detailing treatment steps and expectations
    Generate a clear and supportive message outlining a treatment plan for a client. Explain the purpose of the treatment, what they can expect, and any key steps involved. Keep the language simple and reassuring.

  3. Progress Check-in – Following up on a client’s condition or progress
    Write a friendly and proactive check-in message for a client following a recent treatment. Ensure it asks how they’re feeling, reminds them of any self-care steps, and offers support if needed.

  4. Long-Term Client Engagement – Updates on continued care for recurring treatments
    Create an engaging and professional message for long-term clients, encouraging them to continue their ongoing treatment plan. Emphasise the benefits of consistency and remind them to book their next session.

  5. Pre-Treatment Instructions – Essential information before a procedure or session
    Draft a clear and professional message providing pre-treatment instructions for a client. Ensure it includes key do’s and don’ts, what they should bring, and any preparation steps required.

  6. Post-Treatment Care Guide – Instructions for recovery or ongoing care
    Write a supportive and easy-to-follow post-treatment care guide for a client. Include essential aftercare steps, what to expect in the recovery phase, and when they should follow up if needed.

Prompts for Client Retention

  1. Lapsed Client Recall – Encouraging inactive clients to return
    Write a warm and engaging message to re-engage a client who hasn’t visited in a while. Acknowledge their absence, highlight the benefits of returning, and offer an easy way to book their next appointment.
  2. Birthday Message with a Special Offer
    Write a warm and celebratory birthday message for a client. Make it friendly and appreciative, and include a special offer or discount as a birthday treat. Keep it concise and engaging.

  3. Non-Promotional Birthday Message
    Create a simple and thoughtful birthday message for a client without including any promotional offers. Make it warm, appreciative, and personal.

  4. Client Anniversary or Milestone Message (e.g., One Year Since First Visit)
    Write a warm message celebrating a client’s anniversary with the practice (e.g., one year since their first visit). Express gratitude for their loyalty and include an optional thank-you offer.

  5. Membership & Loyalty Programme Updates – Keeping clients engaged
    Draft an engaging update about a membership or loyalty programme, informing clients about their benefits, any new perks or upcoming renewal reminders.

Prompts for Client Referral Requests

  1. Request for Online Reviews Email - Standard Review Request
    Write a friendly and professional email encouraging a client to leave an online review about their experience at [Practice Name]. The message should express gratitude, highlight how their feedback helps others, and provide a direct link to [Google, Trustpilot, or another review platform].
  2. Post-Appointment Follow-Up Review Request
    Create a follow-up email thanking a client for their visit and kindly requesting a testimonial on [platform]. Include a personal touch and a direct link to make it easy for them to leave a review.
  3. Standard Referral Programme Introduction
    Write an email introducing our referral programme to existing clients, explaining how they can refer friends or family to [Practice Name] and the rewards they can receive. Keep the tone warm, appreciative, and easy to understand.
  4. Specialist or Practitioner Referral Email
    Draft a professional and reassuring email to a client when referring them to a specialist or another practitioner. Explain why the referral is being made, what they can expect, and any next steps they should take. Keep the tone warm and supportive.

Prompts for Crisis/Unusual Communications

  1. Unexpected Closure Notification (Weather, Power Outage, Emergency, etc.)
    Write a professional and reassuring message informing clients about an unexpected closure of [Practice Name] due to [reason]. Include details on rescheduling, alternative options (if applicable), and how clients can stay updated.

  2. Holiday Opening Hours Announcement
    Create a friendly and informative message announcing changes to [Practice Name]’s opening hours over the holiday period. Include details on last available appointments, closures, and when normal hours will resume.

  3. Practitioner Sickness or Unavailability Notice
    Write a professional and empathetic message informing clients that their appointment needs to be rescheduled due to practitioner illness or unavailability. Include reassurance, alternative options, and rescheduling information.

  4. Service Disruption Notification (System Issues, Booking Platform Down, etc.)
    Draft a professional and reassuring message informing clients about a temporary service disruption (e.g., booking platform down, phone lines unavailable). Provide alternative contact methods or estimated resolution time.

  5. Public Health or Safety Advisory
    Write a clear and reassuring message updating clients about public health or safety measures at [Practice Name]. Include any changes to appointment procedures, hygiene policies, or client requirements.