We're tirelessly working to bring new and exciting features to Treatwell Connect – features that you've told us would help you work more beautifully.
And this month, we're introducing two major ones – automated Client Forms and Recurring appointments! Read on to find out more about how both can save you time every day – and help create even smoother client experiences.
In this article:
- Collect, store and access client information easily with Client forms
- Cut back on admin with Recurring appointments
Collect client information easily and securely with Client Forms
Collecting and storing client information can be messy and time-consuming (especially if you're juggling different platforms).
That's why we're introducing automated Client Forms – a simple and efficient way to collect and store client information.
Just one tap in Connect – and your clients will automatically receive pre-made, professionally designed forms to fill out before their visit.
We're starting with a COVID-19 form to help you, your team, and clients stay safe. Clients will receive it automatically to fill out before their visit (as long as the feature is on in your Connect app). You'll then be able to review their answers in Connect, and decide whether it's safe for the appointment to go ahead.
Find out how to start automatically sending these forms here.
Cut back on admin with Recurring appointments
If a client comes in for their appointment regularly – say, every month or so – then you may want to add a recurring appointment to save you both time.
The good news is that you can now do this in a few clicks and taps!
Just start creating an appointment as you normally would, then set how often you want it to repeat, and for how long. It will then be added to your calendar as many times as you need.
• Find out more about recurring appointments here