Client Welcome Packet - Customizable
The client welcome packet is an editable 6 page document that bridges the gap between the initial phone call and the first appointment.
It helps your new client feel both welcomed and facilitates an understanding of what happens next. This packet includes:
- space for you to customize both the content and images
- what to expect next
- a checklist of items to complete and client portal accounts to create
- cancellation policy
- directions to your office or telehealth instructions
- crisis resources / helpful information
You will need either PowerPoint or KeyNote to download and edit this packet.
Please note that there is also a PDF version of this product. It is completely done for you, just print and go! It is however a more generic 5 page document, welcoming your new client into your practice.