Phase 1 - Essentials

🔹 Phase 1: Essentials – Day 1-2

These are the critical systems and skills needed to begin confidently in the role.

1. Clinic Overview & Values
   
   

   • Greeting People – How to welcome clients warmly and by name.

   • Phone Enquiry Conversion Guide – How to confidently answer and convert incoming calls.

   • Walk-in Enquiries & How to Explain What We Do
     
     

2. Cliniko Basics
   
   

   • How to Book an Initial Consultation

   • Confirming an Initial Consultation Booked Online

   • Rebooking & Rescheduling Clients (inc. Cancellation Policy)

   • Managing Practitioner Diaries / Calendars

   • Handling Waitlist & Efficient Scheduling
     
     

3. Communication Systems
   
   

   • Email Courtesy & Templates

   • Slack – What it is and how we use it for team communication

   • Google Drive – Access, explore folders, find documents

   • Canva – For simple clinic posters and social content

   • Peptalkr – For automated patient communication (replaces Mailchimp)

   • Drift & Social Media Enquiries – How to respond properly