Quick access to daily visits, documentation, and client intake.

New Client Intake and Agreements

Follow these steps to complete new client setup to ensure a consistent, smooth setup process for every client:

1. Complete the New Client Intake Form

2. Send the “Getting Started” link using the message below

3. Wait for Service Confirmation to be submitted

4. Send invoice

5. Once payment is received, finalize scheduling and confirm first visit

• 2: Copy and paste this email, edit to send to the appropriate contact

Subject: (copy and paste)

Getting Started: Next Steps

Hi [Name],

Thank you again for taking the time to share more about [individual’s name]. Based on what you described, I think this will be a really good fit.

To get started, I recommend beginning with [X visits per week/month] so there is consistent support and clear communication from the start. We can always adjust over time as needed.

I’ve included a quick link below with everything needed to move forward. It includes a short agreement along with the client setup form so we can finalize details and scheduling.

Click this link to get everything set up.👈This link includes a short agreement and the client form so we can finalize details and scheduling.

Please feel free to reach out with any questions at all. I’m happy to walk through anything with you.

– Alison

• 3. Invoicing: Copy and paste this message and customize before sending invoice.

Client: [Client Name]
Start Date: [Start Date]
Visit Plan: [X visits per week/month]

This invoice reflects the agreed-upon visit plan. Once payment is received, scheduling will be finalized and your first visit will be confirmed.

Please reach out with any questions at any time.