Your Admin Offering Free Consults on Your Online Booking

Allowing prospective clients to self-schedule free consultation calls directly with your administrative team is a game-changer for group practice efficiency and intake volume. This video details how to configure your online booking system (such as Jane App) so your admin staff can conduct initial consults, match clients to therapists, and immediately book paid intake sessions.

What You’ll Learn in This Video:

  • Setting Up Admin Online Booking: Configure your EHR/practice software to enable direct online scheduling for administrative consultation calls while keeping clinician calendars private.
  • Separating Admin Consults from Clinical Sessions: Structure service types so clients clearly understand they are booking a non-clinical matching session with an intake specialist.
  • Streamlining Real-Time Therapist Matching: Equip your administrative team to review therapist availability and clinical fit during the call to book paid intake appointments on the spot.
  • Optimizing Calendar Availability: Establish dedicated admin call blocks in your practice software to ensure high responsiveness without cluttering administrative workflows.
  • Reducing Friction in the Intake Funnel: Provide potential clients with immediate, barrier-free access to schedule a consultation, dramatically boosting lead-to-client conversion rates.